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 |
|---|---|---|---|---|---|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
159,197
shares
|
$6.21 Million
3.62% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
157,594
shares
|
$6.15 Million
1.82% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
156,464
shares
|
$6.11 Million
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
152,640
shares
|
$5.96 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
152,174
shares
|
$5.94 Million
2.35% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
150,082
shares
|
$5.86 Million
1.47% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
145,353
shares
|
$5.67 Million
1.53% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
140,830
shares
|
$5.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
139,426
shares
|
$5.44 Million
3.43% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
133,260
shares
|
$5.2 Million
0.07% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Alhambra Investment Partners LLC
|
Apr 15, 2025 Q1 2025 |
132,634
shares
|
$5.18 Million
2.53% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
131,471
shares
|
$5.13 Million
1.63% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
131,225
shares
|
$5.12 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Northland Capital Management LLC
|
Apr 23, 2025 Q1 2025 |
128,138
shares
|
$5 Million
3.47% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
127,113
shares
|
$4.96 Million
3.87% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
120,463
shares
|
$4.7 Million
0.14% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
120,092
shares
|
$4.69 Million
3.83% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,224
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
118,438
shares
|
$4.62 Million
0.06% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
114,883
shares
|
$4.48 Million
0.63% of portfolio
|
Q1 2025
Added 43.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
114,306
shares
|
$4.46 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
113,431
shares
|
$4.43 Million
0.1% of portfolio
|
Q1 2025
Added 8.64%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
112,823
shares
|
$4.4 Million
0.32% of portfolio
|
Q4 2024
Added 283.56%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
112,160
shares
|
$4.38 Million
1.22% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
110,031
shares
|
$4.29 Million
2.44% of portfolio
|
Q1 2025
Added 13.7%
|