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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
46,588
shares
|
$1.67 Million
1.07% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
46,140
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.72%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
44,868
shares
|
$1.61 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
44,345
shares
|
$1.59 Million
1.13% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
43,797
shares
|
$1.57 Million
0.49% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
43,645
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
43,366
shares
|
$1.55 Million
0.85% of portfolio
|
Q4 2024
Reduced 19.28%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
43,298
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
43,289
shares
|
$1.55 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
43,112
shares
|
$1.54 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
43,092
shares
|
$1.54 Million
0.02% of portfolio
|
Q1 2025
Added 86.84%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,714
shares
|
$1.53 Million
0.34% of portfolio
|
Q3 2024
Added 455.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
42,543
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 24.57%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
42,381
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
41,027
shares
|
$1.47 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
40,850
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
40,634
shares
|
$1.46 Million
0.12% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
40,494
shares
|
$1.45 Million
1.17% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
40,303
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2023
Added 3.74%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
40,100
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2024
Added 31.31%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
39,648
shares
|
$1.42 Million
0.4% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
39,247
shares
|
$1.41 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
39,242
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
38,323
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 84.31%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
38,017
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 9.82%
|