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 |
|---|---|---|---|---|---|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
1,363
shares
|
$51,044
0.02% of portfolio
|
Q1 2024
Added 19.04%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,360
shares
|
$50,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,298
shares
|
$48,610
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,254
shares
|
$46,962
0.0% of portfolio
|
Q4 2022
Added 27.83%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
1,232
shares
|
$46,138
0.01% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$44,940
0.0% of portfolio
|
Q3 2023
Reduced 88.78%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,185
shares
|
$44,378
0.01% of portfolio
|
Q3 2024
Added 54.1%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,114
shares
|
$41,719
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,114
shares
|
$41,719
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
1,104
shares
|
$41,344
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,095
shares
|
$41,007
0.0% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,086
shares
|
$40,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
1,077
shares
|
$40,333
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,059
shares
|
$39,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
954
shares
|
$35,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
941
shares
|
$35,240
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
910
shares
|
$34,079
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
907
shares
|
$33,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
905
shares
|
$33,892
0.0% of portfolio
|
Q3 2024
Added 99.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
884
shares
|
$33,105
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
882
shares
|
$33,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
870
shares
|
$32,581
0.01% of portfolio
|
Q1 2023
Reduced 19.44%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
864
shares
|
$32,356
0.05% of portfolio
|
Q4 2022
Reduced 66.95%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
861
shares
|
$32,244
0.0% of portfolio
|
Q4 2024
Added 255.79%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
853
shares
|
$31,944
0.01% of portfolio
|
Q4 2023
Added 277.43%
|