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 589 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
137,956,031
shares
|
$4.79 Billion
1.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
16,654,462
shares
|
$578 Million
1.4% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
10,805,425
shares
|
$375 Million
2.92% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
8,353,000
shares
|
$290 Million
7.75% of portfolio
|
Q4 2022
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,322,170
shares
|
$220 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,979,382
shares
|
$208 Million
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
5,785,140
shares
|
$201 Million
0.22% of portfolio
|
Q1 2023
Reduced -0.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,645,555
shares
|
$196 Million
0.02% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,280,720
shares
|
$149 Million
0.14% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,574,956
shares
|
$124 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,270,526
shares
|
$114 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,145,890
shares
|
$109 Million
9.71% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,410,146
shares
|
$83.7 Million
5.71% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,000,265
shares
|
$69.4 Million
0.13% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,865,929
shares
|
$64.8 Million
4.9% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,689,290
shares
|
$58.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,670,220
shares
|
$58 Million
0.97% of portfolio
|
Q4 2022
Reduced 19.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,506,277
shares
|
$52.3 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,458,684
shares
|
$50.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
1,426,627
shares
|
$49.5 Million
10.26% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,389,093
shares
|
$48.2 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,384,417
shares
|
$48.1 Million
16.64% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,235,805
shares
|
$42.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
1,198,416
shares
|
$41.6 Million
3.94% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,128,823
shares
|
$39.2 Million
5.14% of portfolio
|
Q3 2024
Added 0.19%
|