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 |
|---|---|---|---|---|---|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,619
shares
|
$129,596
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,552
shares
|
$127,197
0.03% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
3,551
shares
|
$127,161
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,427
shares
|
$122,720
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,406
shares
|
$121,968
0.04% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
3,329
shares
|
$119,211
0.05% of portfolio
|
Q1 2025
Added 86.71%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,231
shares
|
$115,702
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,170
shares
|
$113,517
0.01% of portfolio
|
Q3 2024
Reduced 97.82%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$112,729
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
2,836
shares
|
$101,557
0.0% of portfolio
|
Q4 2024
Added 12790.91%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,750
shares
|
$98,477
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
2,745
shares
|
$98,298
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,358
shares
|
$84,439
0.01% of portfolio
|
Q4 2024
Added 383.2%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2,322
shares
|
$83,150
0.02% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,254
shares
|
$80,715
0.01% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,235
shares
|
$80,035
0.0% of portfolio
|
Q1 2025
Added 630.39%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,155
shares
|
$77,170
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,906
shares
|
$68,253
0.0% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,855
shares
|
$66,427
0.01% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,844
shares
|
$66,033
0.0% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,796
shares
|
$64,314
0.01% of portfolio
|
Q1 2024
Added 372.63%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,791
shares
|
$64,135
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,791
shares
|
$64,135
0.04% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,786
shares
|
$63,956
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
1,746
shares
|
$62,524
0.02% of portfolio
|
Q3 2023
New holding
|