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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
82,031
shares
|
$2.94 Million
1.45% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
81,513
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
81,467
shares
|
$2.92 Million
1.03% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
80,900
shares
|
$2.9 Million
2.72% of portfolio
|
Q1 2025
Reduced 43.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
80,164
shares
|
$2.87 Million
0.02% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
80,014
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Added 368.25%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
79,928
shares
|
$2.86 Million
0.42% of portfolio
|
Q4 2024
Added 10.6%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
78,613
shares
|
$2.82 Million
0.03% of portfolio
|
Q4 2024
Added 36.79%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
78,428
shares
|
$2.81 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
76,486
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
75,905
shares
|
$2.72 Million
0.08% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
75,648
shares
|
$2.71 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
74,425
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Added 32.82%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
73,886
shares
|
$2.65 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
71,845
shares
|
$2.57 Million
0.76% of portfolio
|
Q3 2024
Added 496.42%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
71,177
shares
|
$2.55 Million
0.55% of portfolio
|
Q4 2024
Reduced 77.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
69,787
shares
|
$2.5 Million
0.11% of portfolio
|
Q4 2024
Added 288.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
69,112
shares
|
$2.47 Million
0.34% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
69,007
shares
|
$2.47 Million
0.36% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
68,356
shares
|
$2.45 Million
0.08% of portfolio
|
Q1 2025
Added 70.46%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
66,298
shares
|
$2.37 Million
1.73% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
65,929
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
64,846
shares
|
$2.32 Million
2.15% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
64,210
shares
|
$2.3 Million
0.1% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
62,886
shares
|
$2.25 Million
0.16% of portfolio
|
Q4 2024
Added 15.29%
|