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 588 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $9.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
247
shares
|
$8,420
0.0% of portfolio
|
Q3 2024
Added 15.96%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
246
shares
|
$8,386
0.0% of portfolio
|
Q2 2024
Reduced 61.92%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
242
shares
|
$8,249
0.0% of portfolio
|
Q3 2024
Reduced 75.53%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
230
shares
|
$7,840
0.0% of portfolio
|
Q4 2021
Added 557.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
200
shares
|
$6,818
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
194
shares
|
$6,613
0.0% of portfolio
|
Q1 2024
Reduced 91.91%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
176
shares
|
$5,999
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
172
shares
|
$5,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
168
shares
|
$5,727
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
161
shares
|
$5,488
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
153
shares
|
$5,215
0.0% of portfolio
|
Q1 2024
Reduced 47.06%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
139
shares
|
$4,738
0.0% of portfolio
|
Q4 2023
Reduced 26.46%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
131
shares
|
$4,465
0.01% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
127
shares
|
$4,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
122
shares
|
$4,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
119
shares
|
$4,056
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
108
shares
|
$3,681
0.0% of portfolio
|
Q1 2023
Reduced 71.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
77
shares
|
$2,624
0.0% of portfolio
|
Q3 2024
Added 450.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
73
shares
|
$2,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
59
shares
|
$2,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
58
shares
|
$1,977
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
53
shares
|
$1,806
0.0% of portfolio
|
Q3 2024
Reduced 84.9%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
50
shares
|
$1,704
0.0% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
46
shares
|
$1,568
0.0% of portfolio
|
Q3 2024
Added 2200.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
44
shares
|
$1,499
0.0% of portfolio
|
Q2 2020
New holding
|