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 644 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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
668,522
shares
|
$23.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
660,247
shares
|
$23.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Feb 12, 2025 Q4 2024 |
638,153
shares
|
$22.9 Million
5.24% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
633,036
shares
|
$22.7 Million
3.37% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
632,771
shares
|
$22.7 Million
5.64% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
611,538
shares
|
$21.9 Million
1.43% of portfolio
|
Q1 2025
Reduced 36.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
602,643
shares
|
$21.6 Million
0.89% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
581,552
shares
|
$20.8 Million
3.47% of portfolio
|
Q4 2024
Reduced 18.83%
|
|
|
Solitude Financial Services
|
Feb 07, 2025 Q4 2024 |
575,365
shares
|
$20.6 Million
8.37% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
569,979
shares
|
$20.4 Million
2.4% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
553,912
shares
|
$19.8 Million
1.9% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
523,248
shares
|
$18.7 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
520,858
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 2011.81%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
505,404
shares
|
$18.1 Million
1.59% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
Prairiewood Capital, LLC
|
Jan 16, 2025 Q4 2024 |
490,452
shares
|
$17.6 Million
6.99% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
481,654
shares
|
$17.2 Million
0.61% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
462,693
shares
|
$16.6 Million
0.56% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
458,170
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
449,123
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
447,422
shares
|
$16 Million
6.96% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
437,197
shares
|
$15.7 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
431,136
shares
|
$15.4 Million
1.83% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
414,229
shares
|
$14.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
414,043
shares
|
$14.8 Million
0.03% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
404,730
shares
|
$14.5 Million
7.02% of portfolio
|
Q4 2024
Added 1.47%
|