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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
247,331
shares
|
$9.02 Million
4.35% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
247,243
shares
|
$9.01 Million
0.68% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
245,445
shares
|
$8.95 Million
0.81% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
243,335
shares
|
$8.87 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
234,840
shares
|
$8.56 Million
6.72% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
231,142
shares
|
$8.43 Million
0.21% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
225,186
shares
|
$8.21 Million
1.63% of portfolio
|
Q4 2024
Added 37.05%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
224,527
shares
|
$8.18 Million
2.75% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
223,484
shares
|
$8.15 Million
0.67% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
221,211
shares
|
$8.06 Million
0.27% of portfolio
|
Q4 2024
Added 11.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
220,409
shares
|
$8.03 Million
1.81% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
216,597
shares
|
$7.89 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,975
shares
|
$7.73 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
207,874
shares
|
$7.58 Million
0.98% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
203,327
shares
|
$7.41 Million
1.45% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
200,470
shares
|
$7.31 Million
5.1% of portfolio
|
Q1 2025
Reduced 32.9%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
197,898
shares
|
$7.21 Million
0.82% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
194,740
shares
|
$7.1 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
192,262
shares
|
$7.01 Million
1.68% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
191,502
shares
|
$6.98 Million
0.74% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
191,447
shares
|
$6.98 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
190,601
shares
|
$6.95 Million
0.55% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
185,516
shares
|
$6.76 Million
3.82% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
172,980
shares
|
$6.31 Million
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
167,076
shares
|
$6.09 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.26%
|