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 |
---|---|---|---|---|---|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
21,445
shares
|
$767,945
0.53% of portfolio
|
Q4 2024
New holding
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 07, 2025 Q4 2024 |
21,420
shares
|
$767,050
0.71% of portfolio
|
Q4 2024
New holding
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,112
shares
|
$756,020
0.03% of portfolio
|
Q1 2025
Added 11.71%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
20,977
shares
|
$751,186
0.04% of portfolio
|
Q4 2024
Added 4.6%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20,794
shares
|
$744,633
0.39% of portfolio
|
Q4 2021
Reduced 35.61%
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
20,406
shares
|
$730,738
0.01% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,298
shares
|
$726,871
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
20,102
shares
|
$719,852
0.08% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
19,784
shares
|
$708,465
0.09% of portfolio
|
Q4 2024
Added 0.28%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,764
shares
|
$707,748
0.25% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
19,757
shares
|
$707,498
0.01% of portfolio
|
Q4 2024
Added 16.62%
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,697
shares
|
$705,349
0.06% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
19,667
shares
|
$704,275
0.34% of portfolio
|
Q4 2024
New holding
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
19,640
shares
|
$703,308
0.43% of portfolio
|
Q1 2025
Added 0.13%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
19,415
shares
|
$695,251
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
19,141
shares
|
$685,439
0.0% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,036
shares
|
$681,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
18,632
shares
|
$667,211
0.18% of portfolio
|
Q1 2025
Added 63.37%
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
18,612
shares
|
$666,495
0.01% of portfolio
|
Q4 2024
Reduced 46.21%
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
18,405
shares
|
$659,083
0.17% of portfolio
|
Q1 2025
Added 39.77%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
18,175
shares
|
$650,846
0.28% of portfolio
|
Q4 2024
Added 10.63%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,056
shares
|
$646,585
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
17,986
shares
|
$644,078
0.32% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
17,953
shares
|
$642,896
0.55% of portfolio
|
Q4 2024
New holding
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,683
shares
|
$633,228
0.34% of portfolio
|
Q1 2024
Added 41.99%
|