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 638 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
13,168
shares
|
$493,141
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,153
shares
|
$492,579
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
13,056
shares
|
$488,947
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
13,006
shares
|
$487,074
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
12,966
shares
|
$485,576
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,947
shares
|
$484,865
0.03% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
12,843
shares
|
$480,970
0.0% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
12,635
shares
|
$473,180
0.13% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
12,633
shares
|
$473,105
0.27% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
12,602
shares
|
$471,944
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
12,581
shares
|
$471,158
0.03% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
12,510
shares
|
$468,499
0.06% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,440
shares
|
$465,878
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,240
shares
|
$458,388
0.04% of portfolio
|
Q4 2022
Reduced 94.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
12,189
shares
|
$456,478
0.01% of portfolio
|
Q4 2024
Added 90.3%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
12,075
shares
|
$452,208
0.08% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,024
shares
|
$450,298
0.01% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,697
shares
|
$438,052
0.1% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
11,667
shares
|
$436,929
0.01% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
11,615
shares
|
$434,981
0.31% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
11,604
shares
|
$434,569
0.23% of portfolio
|
Q4 2024
Reduced 30.75%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
11,405
shares
|
$427,117
0.1% of portfolio
|
Q4 2024
Added 61.84%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
11,382
shares
|
$426,255
0.13% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
11,259
shares
|
$421,649
0.0% of portfolio
|
Q4 2024
Reduced 38.3%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
11,204
shares
|
$419,589
0.01% of portfolio
|
Q4 2024
Added 0.36%
|