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 589 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 $9.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
18,175
shares
|
$628,309
0.28% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,157
shares
|
$627,687
0.01% of portfolio
|
Q2 2024
Added 16.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
17,951
shares
|
$620,566
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,683
shares
|
$611,301
0.34% of portfolio
|
Q1 2024
Added 41.99%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
17,278
shares
|
$597,300
0.19% of portfolio
|
Q2 2024
Reduced 24.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,088
shares
|
$590,732
0.0% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,004
shares
|
$587,828
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
16,942
shares
|
$585,684
0.01% of portfolio
|
Q3 2024
Added 40.8%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,739
shares
|
$578,667
0.14% of portfolio
|
Q1 2024
Added 38.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
16,680
shares
|
$576,627
0.01% of portfolio
|
Q3 2024
Added 60.86%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
16,655
shares
|
$575,763
0.12% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
16,654
shares
|
$575,728
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
16,491
shares
|
$570,093
0.01% of portfolio
|
Q4 2024
Added 29.21%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
16,260
shares
|
$562,108
0.32% of portfolio
|
Q4 2024
Reduced 18.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
16,008
shares
|
$553,396
0.2% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,982
shares
|
$552,497
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
15,895
shares
|
$549,490
0.04% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,874
shares
|
$548,764
0.0% of portfolio
|
Q2 2022
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
15,874
shares
|
$548,764
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
15,775
shares
|
$545,341
0.08% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,713
shares
|
$543,198
0.0% of portfolio
|
Q3 2023
Added 22.62%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
15,511
shares
|
$536,215
0.19% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Menlo Advisors LLC
|
Nov 15, 2024 Q3 2024 |
15,403
shares
|
$532,481
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
15,007
shares
|
$518,791
0.07% of portfolio
|
Q3 2024
Reduced 15.72%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
14,909
shares
|
$515,404
0.14% of portfolio
|
Q4 2024
Reduced 0.84%
|