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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
560
shares
|
$20,053
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
538
shares
|
$19,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
529
shares
|
$18,943
0.01% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
494
shares
|
$17,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
421
shares
|
$15,076
0.0% of portfolio
|
Q4 2024
Reduced 57.3%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
387
shares
|
$13,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
376
shares
|
$13,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
371
shares
|
$13,285
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
361
shares
|
$12,927
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
357
shares
|
$12,784
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
352
shares
|
$12,605
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
346
shares
|
$12,390
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
344
shares
|
$12,318
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
342
shares
|
$12,247
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
337
shares
|
$12,067
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
323
shares
|
$11,566
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
323
shares
|
$11,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
322
shares
|
$11,530
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
321
shares
|
$11,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
317
shares
|
$11,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
300
shares
|
$10,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
299
shares
|
$10,707
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
295
shares
|
$10,563
0.01% of portfolio
|
Q4 2023
Reduced 72.17%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
287
shares
|
$10,277
0.0% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
283
shares
|
$10,134
0.01% of portfolio
|
Q4 2023
New holding
|