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 643 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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
14,172
shares
|
$507,499
0.1% of portfolio
|
Q4 2024
Added 152.31%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
13,907
shares
|
$498,009
0.06% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
13,459
shares
|
$481,966
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,360
shares
|
$478,421
0.16% of portfolio
|
Q1 2023
Added 43.81%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
13,266
shares
|
$475,055
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
13,209
shares
|
$473,014
0.04% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,153
shares
|
$471,008
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
13,056
shares
|
$467,535
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
13,036
shares
|
$466,819
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
13,006
shares
|
$465,744
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
12,966
shares
|
$464,312
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,947
shares
|
$463,632
0.03% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
12,843
shares
|
$459,907
0.0% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
12,635
shares
|
$452,459
0.13% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
12,633
shares
|
$452,387
0.27% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
12,581
shares
|
$450,525
0.03% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
12,510
shares
|
$447,983
0.06% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,440
shares
|
$445,476
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
12,363
shares
|
$442,719
0.02% of portfolio
|
Q1 2025
Added 27.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,240
shares
|
$438,314
0.04% of portfolio
|
Q4 2022
Reduced 94.32%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
12,208
shares
|
$437,168
0.01% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
12,189
shares
|
$436,488
0.01% of portfolio
|
Q4 2024
Added 90.3%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
12,178
shares
|
$436,094
0.06% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
11,686
shares
|
$418,475
0.12% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
11,615
shares
|
$415,933
0.34% of portfolio
|
Q3 2023
Reduced 2.65%
|