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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
8,000
shares
|
$286,480
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,860
shares
|
$281,466
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,853
shares
|
$281,215
0.01% of portfolio
|
Q4 2024
Added 20.59%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
7,837
shares
|
$280,642
0.02% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
7,783
shares
|
$278,709
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,737
shares
|
$277,061
0.01% of portfolio
|
Q4 2023
Reduced 0.83%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,734
shares
|
$276,954
0.01% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
7,720
shares
|
$276,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,635
shares
|
$273,409
0.02% of portfolio
|
Q4 2023
Added 585.37%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,573
shares
|
$271,189
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
7,553
shares
|
$270,472
0.23% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Feb 10, 2025 Q4 2024 |
7,539
shares
|
$269,971
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
7,533
shares
|
$269,756
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
7,509
shares
|
$268,897
0.28% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
7,476
shares
|
$267,715
0.02% of portfolio
|
Q4 2024
Added 77.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,459
shares
|
$267,106
0.01% of portfolio
|
Q2 2020
Reduced 14.45%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
7,408
shares
|
$265,280
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
7,407
shares
|
$265,244
0.01% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,395
shares
|
$264,814
0.11% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
7,348
shares
|
$263,131
0.06% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
7,324
shares
|
$262,272
0.01% of portfolio
|
Q2 2022
Added 5.79%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
7,316
shares
|
$261,985
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
7,314
shares
|
$261,914
0.07% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
7,310
shares
|
$261,771
0.15% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
7,227
shares
|
$258,798
0.02% of portfolio
|
Q4 2024
Added 0.06%
|