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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
53,479
shares
|
$1.82 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
53,421
shares
|
$1.82 Million
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
51,716
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
51,596
shares
|
$1.76 Million
0.06% of portfolio
|
Q4 2024
Added 53.99%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
49,729
shares
|
$1.7 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
49,501
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
48,563
shares
|
$1.66 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48,297
shares
|
$1.65 Million
0.36% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,142
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
47,048
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
46,588
shares
|
$1.59 Million
1.07% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
45,904
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
45,764
shares
|
$1.56 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
44,655
shares
|
$1.52 Million
0.67% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
43,201
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2024
Added 181.15%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,714
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2024
Added 455.81%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
42,585
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
42,376
shares
|
$1.44 Million
0.62% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
42,142
shares
|
$1.44 Million
1.22% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
42,142
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
41,616
shares
|
$1.42 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
41,474
shares
|
$1.41 Million
0.32% of portfolio
|
Q3 2024
Added 61.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
41,423
shares
|
$1.41 Million
0.46% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
40,494
shares
|
$1.38 Million
1.36% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
40,303
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2023
Added 3.74%
|