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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
9,430
shares
|
$353,153
0.09% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
9,422
shares
|
$352,853
0.03% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9,271
shares
|
$347,198
0.03% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,259
shares
|
$346,749
0.01% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
9,222
shares
|
$345,363
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,148
shares
|
$342,592
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
9,088
shares
|
$340,345
0.12% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,000
shares
|
$337,050
0.03% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
8,971
shares
|
$335,963
0.01% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
8,964
shares
|
$335,701
0.01% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,762
shares
|
$328,136
0.18% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
8,695
shares
|
$325,627
0.02% of portfolio
|
Q2 2023
Reduced 15.07%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
8,602
shares
|
$322,144
0.08% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
8,583
shares
|
$321,433
0.21% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
8,538
shares
|
$319,748
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
8,516
shares
|
$318,924
0.01% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
8,506
shares
|
$318,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
8,466
shares
|
$317,051
0.07% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
8,461
shares
|
$316,864
0.01% of portfolio
|
Q2 2024
Added 14.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,455
shares
|
$316,639
0.02% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
8,384
shares
|
$313,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
8,046
shares
|
$301,322
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
8,015
shares
|
$300,161
0.02% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
8,000
shares
|
$299,600
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,860
shares
|
$294,357
0.01% of portfolio
|
Q4 2024
New holding
|