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 660 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 $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
45,283
shares
|
$1.75 Million
1.24% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
44,145
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
43,851
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
43,645
shares
|
$1.69 Million
0.1% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
43,355
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Added 19.57%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
43,092
shares
|
$1.66 Million
0.02% of portfolio
|
Q1 2025
Added 86.84%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
42,991
shares
|
$1.66 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,714
shares
|
$1.65 Million
0.34% of portfolio
|
Q3 2024
Added 455.81%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
42,381
shares
|
$1.64 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
42,074
shares
|
$1.62 Million
0.48% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
41,533
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
40,850
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
40,634
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
40,575
shares
|
$1.57 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
40,494
shares
|
$1.56 Million
1.24% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
40,303
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2023
Added 3.74%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
40,144
shares
|
$1.55 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
39,247
shares
|
$1.52 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
39,219
shares
|
$1.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
38,323
shares
|
$1.48 Million
0.31% of portfolio
|
Q1 2025
Reduced 84.31%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
37,622
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 71.59%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
37,447
shares
|
$1.45 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
36,662
shares
|
$1.42 Million
1.17% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
36,065
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
35,901
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Added 58.88%
|