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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
62,647
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
61,177
shares
|
$2.19 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
60,158
shares
|
$2.15 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
59,958
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
59,601
shares
|
$2.13 Million
0.64% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
59,395
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,591
shares
|
$2.1 Million
0.01% of portfolio
|
Q4 2024
Added 117.24%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
57,227
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
56,296
shares
|
$2.02 Million
0.08% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
56,290
shares
|
$2.02 Million
1.15% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
54,564
shares
|
$1.95 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
53,901
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
53,421
shares
|
$1.91 Million
0.04% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
52,616
shares
|
$1.88 Million
1.57% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
52,004
shares
|
$1.86 Million
0.15% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
51,596
shares
|
$1.85 Million
0.06% of portfolio
|
Q4 2024
Added 53.99%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
51,556
shares
|
$1.85 Million
0.4% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
49,729
shares
|
$1.78 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
49,477
shares
|
$1.77 Million
0.16% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
49,202
shares
|
$1.76 Million
3.25% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
49,156
shares
|
$1.76 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
49,039
shares
|
$1.76 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
48,563
shares
|
$1.74 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
48,507
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48,297
shares
|
$1.73 Million
0.36% of portfolio
|
Q2 2024
Added 2.57%
|