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 644 institutions that hold shares in the stock, with a total of 306 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
1,088,960
shares
|
$39.7 Million
0.17% of portfolio
|
Q4 2024
Added 300.84%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
1,020,134
shares
|
$37.2 Million
8.67% of portfolio
|
Q4 2024
Added 12.08%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,004,643
shares
|
$36.6 Million
3.12% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
986,412
shares
|
$36 Million
0.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
985,270
shares
|
$35.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
951,523
shares
|
$34.7 Million
2.83% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
922,935
shares
|
$33.6 Million
0.18% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
898,441
shares
|
$32.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
897,508
shares
|
$32.7 Million
2.99% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
895,333
shares
|
$32.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
888,571
shares
|
$32.4 Million
5.11% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
878,064
shares
|
$32 Million
0.06% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
826,221
shares
|
$30.1 Million
3.52% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
821,760
shares
|
$30 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
815,302
shares
|
$29.7 Million
8.82% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
811,197
shares
|
$29.6 Million
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
760,731
shares
|
$27.7 Million
8.32% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
757,165
shares
|
$27.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
743,814
shares
|
$27.1 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
734,526
shares
|
$26.8 Million
2.57% of portfolio
|
Q4 2024
Added 26.05%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
699,367
shares
|
$25.5 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
697,499
shares
|
$25.4 Million
5.34% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
680,184
shares
|
$24.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
676,116
shares
|
$24.6 Million
4.62% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
671,179
shares
|
$24.5 Million
4.19% of portfolio
|
Q4 2024
Added 5.09%
|