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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
387,655
shares
|
$15.1 Million
0.11% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
381,000
shares
|
$14.9 Million
1.91% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
368,344
shares
|
$14.4 Million
3.59% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
366,580
shares
|
$14.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
364,175
shares
|
$14.2 Million
1.51% of portfolio
|
Q1 2025
Reduced 16.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
353,030
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
348,511
shares
|
$13.6 Million
1.95% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
329,199
shares
|
$12.8 Million
3.71% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
320,946
shares
|
$12.5 Million
6.67% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
310,697
shares
|
$12.1 Million
1.33% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
308,207
shares
|
$12 Million
2.11% of portfolio
|
Q1 2025
Added 60.94%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
306,689
shares
|
$12 Million
0.45% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
304,874
shares
|
$11.9 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
304,183
shares
|
$11.9 Million
1.5% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
298,608
shares
|
$11.7 Million
2.1% of portfolio
|
Q3 2023
Added 4.9%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
291,811
shares
|
$11.4 Million
5.9% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
290,875
shares
|
$11.3 Million
6.23% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
288,837
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
288,826
shares
|
$11.3 Million
0.34% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
268,826
shares
|
$10.5 Million
6.22% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
260,015
shares
|
$10.1 Million
1.32% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
255,434
shares
|
$9.97 Million
4.63% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
253,162
shares
|
$9.88 Million
2.53% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
245,445
shares
|
$9.58 Million
0.81% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
236,233
shares
|
$9.22 Million
0.3% of portfolio
|
Q1 2025
Added 6.79%
|