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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
666,235
shares
|
$26 Million
4.47% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
630,849
shares
|
$24.6 Million
5.65% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
625,116
shares
|
$24.4 Million
5.44% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
621,101
shares
|
$24.2 Million
0.06% of portfolio
|
Q1 2025
Added 38.29%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
611,538
shares
|
$23.9 Million
1.43% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
602,643
shares
|
$23.5 Million
0.89% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
587,729
shares
|
$22.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Solitude Financial Services
|
May 09, 2025 Q1 2025 |
559,623
shares
|
$21.8 Million
7.86% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
552,630
shares
|
$21.6 Million
2.57% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
528,150
shares
|
$20.6 Million
1.83% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
507,712
shares
|
$19.8 Million
7.49% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
481,654
shares
|
$18.8 Million
0.61% of portfolio
|
Q4 2023
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
May 12, 2025 Q1 2025 |
465,943
shares
|
$18.2 Million
7.66% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
459,576
shares
|
$17.9 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
458,170
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
448,764
shares
|
$17.5 Million
1.69% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
419,417
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.61%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
417,097
shares
|
$16.3 Million
5.52% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
416,305
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
407,797
shares
|
$15.9 Million
7.66% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
404,504
shares
|
$15.8 Million
3.14% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
403,306
shares
|
$15.7 Million
1.87% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
400,600
shares
|
$15.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
398,795
shares
|
$15.6 Million
3.6% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
397,916
shares
|
$15.5 Million
6.03% of portfolio
|
Q1 2025
Added 3.42%
|