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 |
|---|---|---|---|---|---|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
38,876
shares
|
$1.35 Million
0.43% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
36,805
shares
|
$1.28 Million
0.59% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,786
shares
|
$1.28 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
36,757
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 102.33%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
36,675
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
35,848
shares
|
$1.24 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
35,023
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2024
Added 67.79%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,617
shares
|
$1.2 Million
0.03% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
34,609
shares
|
$1.2 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
34,600
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 103.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
34,151
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
33,753
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
33,724
shares
|
$1.17 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
33,505
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
33,485
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
33,079
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2022
Added 77.06%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
32,469
shares
|
$1.13 Million
0.29% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
32,319
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,726
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
31,700
shares
|
$1.1 Million
0.77% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
30,337
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
30,200
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2023
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
29,415
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2024
Added 20.98%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
29,299
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
28,809
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 51.57%
|