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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
234,840
shares
|
$9.16 Million
6.72% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
228,856
shares
|
$8.93 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
225,756
shares
|
$8.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
225,076
shares
|
$8.78 Million
1.96% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
219,577
shares
|
$8.57 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
216,799
shares
|
$8.46 Million
1.78% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
216,597
shares
|
$8.45 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.86%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
213,638
shares
|
$8.34 Million
3.03% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,975
shares
|
$8.27 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
207,510
shares
|
$8.1 Million
0.0% of portfolio
|
Q1 2025
Added 122.89%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
207,167
shares
|
$8.08 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
203,327
shares
|
$7.93 Million
1.45% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
200,470
shares
|
$7.82 Million
5.1% of portfolio
|
Q1 2025
Reduced 32.9%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
199,430
shares
|
$7.78 Million
0.88% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
197,585
shares
|
$7.71 Million
1.89% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
194,740
shares
|
$7.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
185,516
shares
|
$7.24 Million
3.82% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
183,117
shares
|
$7.15 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
172,211
shares
|
$6.72 Million
0.98% of portfolio
|
Q1 2025
Reduced 43.06%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
169,594
shares
|
$6.62 Million
0.35% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
168,330
shares
|
$6.57 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
167,076
shares
|
$6.52 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
166,129
shares
|
$6.48 Million
1.49% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
165,588
shares
|
$6.46 Million
3.5% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
159,975
shares
|
$6.24 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.01%
|