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 |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
108,509
shares
|
$3.74 Million
1.1% of portfolio
|
Q4 2024
Added 23.25%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
107,201
shares
|
$3.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
104,406
shares
|
$3.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 24.92%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
102,184
shares
|
$3.52 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
99,773
shares
|
$3.44 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
98,031
shares
|
$3.38 Million
0.51% of portfolio
|
Q2 2023
Added 29.57%
|
|
|
Access Financial Services, Inc.
|
Jan 16, 2025 Q4 2024 |
96,775
shares
|
$3.34 Million
1.91% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
94,599
shares
|
$3.26 Million
0.39% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
93,716
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2024
Added 63.18%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
91,194
shares
|
$3.14 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
90,833
shares
|
$3.13 Million
1.17% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
90,487
shares
|
$3.12 Million
0.07% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
89,704
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 103.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
89,346
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2024
Added 120.31%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
89,058
shares
|
$3.07 Million
1.45% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
88,253
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
87,231
shares
|
$3.01 Million
0.45% of portfolio
|
Q2 2024
Added 13.82%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
86,941
shares
|
$3 Million
1.58% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
85,843
shares
|
$2.96 Million
0.8% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
84,029
shares
|
$2.9 Million
0.09% of portfolio
|
Q4 2023
Added 6.85%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
83,889
shares
|
$2.89 Million
0.78% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
82,818
shares
|
$2.85 Million
0.48% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
82,398
shares
|
$2.84 Million
1.83% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
81,513
shares
|
$2.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
81,467
shares
|
$2.81 Million
0.92% of portfolio
|
Q4 2024
Reduced 22.15%
|