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 |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
14,639
shares
|
$506,070
0.33% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
14,634
shares
|
$505,897
0.11% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
14,500
shares
|
$501,265
0.01% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
13,892
shares
|
$480,246
0.0% of portfolio
|
Q3 2024
Added 324.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
13,678
shares
|
$472,848
0.01% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
13,425
shares
|
$464,102
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,360
shares
|
$461,855
0.16% of portfolio
|
Q1 2023
Added 43.81%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
13,277
shares
|
$458,985
0.05% of portfolio
|
Q3 2024
Added 16.37%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,168
shares
|
$455,217
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,153
shares
|
$454,699
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
13,006
shares
|
$449,617
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
12,749
shares
|
$440,732
0.04% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
12,658
shares
|
$437,587
0.19% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
12,602
shares
|
$435,651
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
12,581
shares
|
$434,925
0.03% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
12,537
shares
|
$433,404
0.01% of portfolio
|
Q3 2024
Added 61.93%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
12,466
shares
|
$430,949
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
12,452
shares
|
$430,465
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
12,252
shares
|
$423,551
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,240
shares
|
$423,136
0.04% of portfolio
|
Q4 2022
Reduced 94.32%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
12,075
shares
|
$417,432
0.1% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,074
shares
|
$417,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,977
shares
|
$414,044
0.03% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,697
shares
|
$404,365
0.1% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,675
shares
|
$403,604
0.33% of portfolio
|
Q2 2024
Reduced 3.9%
|