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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
17,516
shares
|
$627,247
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
17,378
shares
|
$622,306
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
17,275
shares
|
$618,617
0.02% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,253
shares
|
$617,829
0.19% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
17,166
shares
|
$614,714
0.17% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
17,004
shares
|
$608,913
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
16,878
shares
|
$604,401
0.04% of portfolio
|
Q4 2024
Added 32.39%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,739
shares
|
$599,423
0.14% of portfolio
|
Q1 2024
Added 38.86%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
16,654
shares
|
$596,379
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
16,415
shares
|
$587,821
0.11% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
16,343
shares
|
$585,242
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
15,982
shares
|
$572,315
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
15,884
shares
|
$568,806
0.08% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,874
shares
|
$568,447
0.0% of portfolio
|
Q2 2022
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
15,874
shares
|
$568,447
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
15,856
shares
|
$567,803
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,713
shares
|
$562,682
0.0% of portfolio
|
Q3 2023
Added 22.62%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
15,589
shares
|
$558,242
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
15,403
shares
|
$551,581
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Feb 14, 2025 Q4 2024 |
15,011
shares
|
$537,543
0.16% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,918
shares
|
$534,213
0.01% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
14,909
shares
|
$533,891
0.14% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,734
shares
|
$527,624
0.01% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
14,639
shares
|
$524,222
0.35% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
14,366
shares
|
$514,446
0.09% of portfolio
|
Q1 2025
Reduced 1.83%
|