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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
107,299
shares
|
$4.19 Million
0.01% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
106,416
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
105,972
shares
|
$4.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
105,393
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
99,666
shares
|
$3.89 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
99,234
shares
|
$3.87 Million
0.37% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
98,031
shares
|
$3.83 Million
0.51% of portfolio
|
Q2 2023
Added 29.57%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
97,513
shares
|
$3.8 Million
1.28% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
94,919
shares
|
$3.7 Million
1.19% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
94,731
shares
|
$3.7 Million
0.49% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
94,319
shares
|
$3.68 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
93,768
shares
|
$3.66 Million
0.08% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
92,072
shares
|
$3.59 Million
1.83% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
90,674
shares
|
$3.54 Million
3.77% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
87,524
shares
|
$3.42 Million
0.77% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
86,655
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Added 1764.75%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
86,389
shares
|
$3.37 Million
2.05% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
85,714
shares
|
$3.34 Million
0.02% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
84,131
shares
|
$3.28 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
84,066
shares
|
$3.28 Million
1.71% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
84,029
shares
|
$3.28 Million
0.09% of portfolio
|
Q4 2023
Added 6.85%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
83,438
shares
|
$3.26 Million
0.05% of portfolio
|
Q1 2025
Added 405.96%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
83,252
shares
|
$3.25 Million
0.42% of portfolio
|
Q1 2025
Reduced 56.51%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
82,589
shares
|
$3.22 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
82,086
shares
|
$3.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.28%
|