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 |
---|---|---|---|---|---|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
907
shares
|
$32,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
905
shares
|
$32,408
0.0% of portfolio
|
Q3 2024
Added 99.78%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
884
shares
|
$31,656
0.0% of portfolio
|
Q1 2021
New holding
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
882
shares
|
$31,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
870
shares
|
$31,154
0.01% of portfolio
|
Q1 2023
Reduced 19.44%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
864
shares
|
$30,939
0.05% of portfolio
|
Q4 2022
Reduced 66.95%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
861
shares
|
$30,832
0.0% of portfolio
|
Q4 2024
Added 255.79%
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
853
shares
|
$30,545
0.01% of portfolio
|
Q4 2023
Added 277.43%
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
826
shares
|
$29,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
795
shares
|
$28,468
0.01% of portfolio
|
Q1 2024
Added 33.61%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
790
shares
|
$28,289
0.0% of portfolio
|
Q4 2024
Added 3.0%
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
762
shares
|
$27,287
0.02% of portfolio
|
Q4 2023
New holding
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
755
shares
|
$27,036
0.01% of portfolio
|
Q2 2024
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
754
shares
|
$27,000
0.01% of portfolio
|
Q4 2024
Added 3.01%
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
725
shares
|
$25,962
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
722
shares
|
$25,854
0.02% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
705
shares
|
$25,246
0.0% of portfolio
|
Q4 2024
Added 18.89%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
696
shares
|
$24,923
0.01% of portfolio
|
Q4 2024
Added 1481.82%
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
634
shares
|
$22,703
0.01% of portfolio
|
Q3 2024
New holding
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
632
shares
|
$22,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
625
shares
|
$22,381
0.01% of portfolio
|
Q1 2025
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
614
shares
|
$21,987
0.01% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
604
shares
|
$21,629
0.01% of portfolio
|
Q3 2024
New holding
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
599
shares
|
$21,450
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
571
shares
|
$20,447
0.0% of portfolio
|
Q4 2024
Added 13.75%
|