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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
243,731
shares
|
$8.31 Million
1.29% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
238,439
shares
|
$8.13 Million
0.78% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
236,501
shares
|
$8.06 Million
2.18% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
233,620
shares
|
$7.96 Million
4.54% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
231,676
shares
|
$7.9 Million
6.24% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
231,142
shares
|
$7.88 Million
0.21% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
228,270
shares
|
$7.78 Million
3.11% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
222,216
shares
|
$7.58 Million
1.97% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
221,211
shares
|
$7.54 Million
0.27% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
218,235
shares
|
$7.44 Million
0.69% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
216,597
shares
|
$7.38 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.86%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
213,332
shares
|
$7.27 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,975
shares
|
$7.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
211,862
shares
|
$7.22 Million
4.1% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
207,490
shares
|
$7.07 Million
1.11% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
199,620
shares
|
$6.81 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
192,988
shares
|
$6.58 Million
0.9% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
191,801
shares
|
$6.54 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
189,593
shares
|
$6.46 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
184,661
shares
|
$6.3 Million
3.64% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
179,447
shares
|
$6.12 Million
0.74% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
174,421
shares
|
$5.95 Million
1.2% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
172,142
shares
|
$5.87 Million
0.09% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
170,938
shares
|
$5.83 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
164,313
shares
|
$5.6 Million
1.38% of portfolio
|
Q3 2024
Added 0.46%
|