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 661 institutions that hold shares in the stock, with a total of 296 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
546
shares
|
$21,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
538
shares
|
$20,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
494
shares
|
$19,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
470
shares
|
$18,339
0.0% of portfolio
|
Q1 2025
Reduced 94.59%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
463
shares
|
$18,066
0.01% of portfolio
|
Q1 2025
Added 115.35%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
422
shares
|
$16,466
0.0% of portfolio
|
Q1 2025
Added 70.16%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
421
shares
|
$16,427
0.0% of portfolio
|
Q4 2024
Reduced 57.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
371
shares
|
$14,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
368
shares
|
$14,359
0.0% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
361
shares
|
$14,086
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
357
shares
|
$13,930
0.0% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
352
shares
|
$13,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
352
shares
|
$13,735
0.0% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
344
shares
|
$13,422
0.0% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
342
shares
|
$13,344
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
337
shares
|
$13,149
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
323
shares
|
$12,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
323
shares
|
$12,603
0.0% of portfolio
|
Q3 2024
Reduced 19.05%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
321
shares
|
$12,525
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
321
shares
|
$12,525
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
317
shares
|
$12,369
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
300
shares
|
$11,706
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
298
shares
|
$11,627
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
295
shares
|
$11,510
0.01% of portfolio
|
Q4 2023
Reduced 72.17%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
283
shares
|
$11,042
0.01% of portfolio
|
Q4 2023
New holding
|