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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
37,828
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,141
shares
|
$1.33 Million
0.21% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
36,662
shares
|
$1.31 Million
1.17% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,259
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
36,065
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,009
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 47.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
35,982
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
35,764
shares
|
$1.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
34,846
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
34,838
shares
|
$1.25 Million
0.54% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
34,493
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2024
Reduced 87.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
34,281
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 61.16%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
33,753
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
33,079
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2022
Added 77.06%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
32,979
shares
|
$1.18 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
32,532
shares
|
$1.16 Million
0.23% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,726
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
31,478
shares
|
$1.13 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
31,335
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 507.97%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
31,127
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
30,804
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
30,200
shares
|
$1.08 Million
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
29,818
shares
|
$1.07 Million
0.72% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
29,197
shares
|
$1.05 Million
0.14% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
29,146
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 31.07%
|