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 631 institutions that hold shares in the stock, with a total of 307 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
148,029,946
shares
|
$5.27 Billion
0.93% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
16,761,981
shares
|
$597 Million
1.21% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
11,190,824
shares
|
$399 Million
2.75% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
9,290,000
shares
|
$331 Million
7.17% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,247,044
shares
|
$222 Million
0.01% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,122,082
shares
|
$218 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,871,144
shares
|
$209 Million
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
5,785,140
shares
|
$206 Million
0.2% of portfolio
|
Q1 2023
Reduced -0.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,591,191
shares
|
$163 Million
0.13% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
4,036,274
shares
|
$144 Million
0.04% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,145,890
shares
|
$112 Million
9.71% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,128,150
shares
|
$111 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,592,229
shares
|
$92.3 Million
5.6% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,179,337
shares
|
$77.6 Million
0.14% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,846,174
shares
|
$65.7 Million
4.49% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,670,220
shares
|
$59.5 Million
0.97% of portfolio
|
Q4 2022
Reduced 19.22%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
1,581,359
shares
|
$56.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,564,345
shares
|
$55.7 Million
0.02% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,501,341
shares
|
$53.5 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
1,469,705
shares
|
$52.3 Million
15.32% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,450,093
shares
|
$51.6 Million
0.42% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,398,148
shares
|
$49.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
1,354,253
shares
|
$48.2 Million
8.23% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
1,264,663
shares
|
$45 Million
2.71% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,217,364
shares
|
$43.4 Million
4.7% of portfolio
|
Q4 2024
Added 7.84%
|