Institutional Ownership Schwab Fundamental Intl Large (FNDF)
This table provides information about the institutional ownership of Schwab Fundamental Intl Large (FNDF). We have compiled data on the 594 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $9.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
1,020,134
shares
|
$35.2 Million
8.67% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,011,729
shares
|
$34.9 Million
0.01% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
979,775
shares
|
$33.8 Million
0.09% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
969,179
shares
|
$33.4 Million
2.83% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
956,262
shares
|
$33 Million
1.99% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
900,416
shares
|
$31 Million
0.05% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
897,508
shares
|
$30.9 Million
2.99% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
859,748
shares
|
$29.6 Million
0.21% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
851,826
shares
|
$29.4 Million
3.85% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
850,451
shares
|
$29.3 Million
0.07% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
849,502
shares
|
$29.3 Million
0.11% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
843,127
shares
|
$29.1 Million
2.86% of portfolio
|
Q3 2024
Added 647.68%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
827,233
shares
|
$28.5 Million
6.43% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
794,619
shares
|
$27.4 Million
7.76% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
778,462
shares
|
$26.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
774,794
shares
|
$26.7 Million
0.05% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
773,210
shares
|
$26.7 Million
4.15% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
760,731
shares
|
$26.2 Million
8.32% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
736,776
shares
|
$25.4 Million
2.61% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
734,526
shares
|
$25.3 Million
2.57% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
700,528
shares
|
$24.1 Million
0.96% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
676,116
shares
|
$23.3 Million
4.62% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
660,247
shares
|
$22.8 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
638,687
shares
|
$22 Million
4.4% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
635,523
shares
|
$21.9 Million
6.01% of portfolio
|
Q3 2024
Added 4.01%
|