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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
29,221
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
28,422
shares
|
$1.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.27%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
28,244
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 45.48%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
27,718
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,347
shares
|
$1.06 Million
0.13% of portfolio
|
Q2 2023
Added 3.63%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
27,221
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
27,059
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,047
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
26,806
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
26,623
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 64.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
26,264
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
26,033
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
25,938
shares
|
$1 Million
0.55% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25,665
shares
|
$990,925
0.43% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Apr 29, 2025 Q1 2025 |
25,030
shares
|
$966,408
0.89% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,815
shares
|
$958,107
0.45% of portfolio
|
Q1 2025
Reduced 50.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,541
shares
|
$947,528
0.0% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
24,277
shares
|
$937,334
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
24,230
shares
|
$935,520
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
24,167
shares
|
$933,087
0.0% of portfolio
|
Q1 2025
Reduced 69.8%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
23,873
shares
|
$921,736
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
23,617
shares
|
$911,852
0.13% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,313
shares
|
$900,114
0.02% of portfolio
|
Q3 2022
Reduced 60.56%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
23,216
shares
|
$896,369
0.02% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
23,142
shares
|
$893,512
0.25% of portfolio
|
Q1 2025
Reduced 1.58%
|