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 654 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 $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
1,088,960
shares
|
$40.5 Million
0.17% of portfolio
|
Q4 2024
Added 300.84%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
1,040,572
shares
|
$38.7 Million
9.36% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
1,032,627
shares
|
$38.4 Million
3.36% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,004,643
shares
|
$37.4 Million
3.12% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
986,412
shares
|
$36.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
985,270
shares
|
$36.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
976,480
shares
|
$36.3 Million
0.22% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
958,730
shares
|
$35.7 Million
3.54% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
898,441
shares
|
$33.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
888,571
shares
|
$33.1 Million
5.11% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
878,064
shares
|
$32.7 Million
0.06% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
826,221
shares
|
$30.8 Million
3.52% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
815,601
shares
|
$30.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
815,302
shares
|
$30.3 Million
8.82% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
811,197
shares
|
$30.2 Million
0.05% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
777,254
shares
|
$28.9 Million
4.5% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
776,374
shares
|
$28.9 Million
3.11% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
771,340
shares
|
$28.7 Million
4.97% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
764,957
shares
|
$28.5 Million
7.51% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
757,165
shares
|
$28.2 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
743,814
shares
|
$27.7 Million
0.91% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
699,367
shares
|
$26 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
697,499
shares
|
$26 Million
5.34% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
680,184
shares
|
$25.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
677,086
shares
|
$25.2 Million
1.23% of portfolio
|
Q1 2025
Added 2.55%
|