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 |
|---|---|---|---|---|---|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
28,903
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
28,563
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
28,222
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Added 43.16%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
27,718
shares
|
$992,581
0.19% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
27,422
shares
|
$981,981
0.01% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,347
shares
|
$979,296
0.13% of portfolio
|
Q2 2023
Added 3.63%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
27,221
shares
|
$974,784
0.13% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,047
shares
|
$968,553
0.01% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25,665
shares
|
$919,063
0.43% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,404
shares
|
$909,717
0.06% of portfolio
|
Q4 2024
Reduced 30.94%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
24,308
shares
|
$870,469
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
24,277
shares
|
$869,359
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
24,230
shares
|
$867,676
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,720
shares
|
$849,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,709
shares
|
$849,019
0.0% of portfolio
|
Q4 2024
Added 13.41%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
23,340
shares
|
$835,805
0.12% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,313
shares
|
$834,838
0.02% of portfolio
|
Q3 2022
Reduced 60.56%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
23,142
shares
|
$828,715
0.25% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
23,050
shares
|
$825,420
0.26% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
22,596
shares
|
$809,162
0.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
22,517
shares
|
$806,333
0.02% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
22,322
shares
|
$799,350
0.1% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
22,309
shares
|
$798,885
0.36% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
22,258
shares
|
$797,058
0.5% of portfolio
|
Q1 2025
Reduced 81.15%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
21,925
shares
|
$785,134
0.0% of portfolio
|
Q4 2024
Added 57.82%
|