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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
110,647
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
110,031
shares
|
$3.94 Million
2.44% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
109,639
shares
|
$3.93 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
104,616
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Added 376.68%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
103,945
shares
|
$3.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
103,436
shares
|
$3.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
102,870
shares
|
$3.68 Million
0.01% of portfolio
|
Q4 2024
Added 162.99%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
102,184
shares
|
$3.66 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
100,724
shares
|
$3.61 Million
0.3% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
99,773
shares
|
$3.57 Million
1.76% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
98,031
shares
|
$3.51 Million
0.51% of portfolio
|
Q2 2023
Added 29.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
95,942
shares
|
$3.44 Million
0.04% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
94,919
shares
|
$3.4 Million
1.19% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
93,101
shares
|
$3.33 Million
0.0% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
90,833
shares
|
$3.25 Million
1.17% of portfolio
|
Q4 2024
Added 23.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
90,487
shares
|
$3.24 Million
0.07% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
88,349
shares
|
$3.16 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
87,231
shares
|
$3.12 Million
0.41% of portfolio
|
Q2 2024
Added 13.82%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
86,941
shares
|
$3.11 Million
1.58% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
86,122
shares
|
$3.08 Million
0.73% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
85,843
shares
|
$3.07 Million
0.8% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
84,029
shares
|
$3.01 Million
0.09% of portfolio
|
Q4 2023
Added 6.85%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
83,438
shares
|
$2.99 Million
0.05% of portfolio
|
Q1 2025
Added 405.96%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
82,398
shares
|
$2.95 Million
1.83% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
82,318
shares
|
$2.95 Million
0.03% of portfolio
|
Q4 2024
Added 53.93%
|