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 |
|---|---|---|---|---|---|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
82,031
shares
|
$3.2 Million
1.45% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
81,467
shares
|
$3.18 Million
1.03% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
80,928
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
Added 22.75%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
80,900
shares
|
$3.16 Million
2.72% of portfolio
|
Q1 2025
Reduced 43.77%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
79,913
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
74,212
shares
|
$2.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
72,308
shares
|
$2.82 Million
0.95% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
69,736
shares
|
$2.72 Million
1.99% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
68,356
shares
|
$2.67 Million
0.08% of portfolio
|
Q1 2025
Added 70.46%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
68,156
shares
|
$2.66 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
67,390
shares
|
$2.63 Million
0.02% of portfolio
|
Q1 2025
Reduced 35.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
67,252
shares
|
$2.62 Million
0.19% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
66,182
shares
|
$2.58 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
65,817
shares
|
$2.57 Million
0.11% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
64,846
shares
|
$2.53 Million
2.15% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
64,143
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 42.55%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
62,837
shares
|
$2.45 Million
0.07% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
62,607
shares
|
$2.44 Million
1.28% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
62,582
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Added 584.11%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
62,267
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
62,259
shares
|
$2.43 Million
1.38% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,480
shares
|
$2.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
61,300
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
61,197
shares
|
$2.39 Million
0.43% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
61,177
shares
|
$2.39 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.9%
|