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 |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
22,912
shares
|
$884,632
0.28% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
22,309
shares
|
$861,350
0.36% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
22,258
shares
|
$859,381
0.5% of portfolio
|
Q1 2025
Reduced 81.15%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
22,100
shares
|
$853,281
0.0% of portfolio
|
Q1 2025
Reduced 44.89%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
21,852
shares
|
$843,705
0.07% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
21,454
shares
|
$828,338
0.0% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,112
shares
|
$815,134
0.03% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
20,799
shares
|
$803,049
0.0% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
20,794
shares
|
$802,856
0.39% of portfolio
|
Q4 2021
Reduced 35.61%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
20,671
shares
|
$798,107
0.52% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
20,586
shares
|
$794,825
0.01% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
20,573
shares
|
$794,323
0.11% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
20,513
shares
|
$792,006
0.08% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19,764
shares
|
$763,088
0.25% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
19,758
shares
|
$762,856
0.01% of portfolio
|
Q1 2025
Added 1673.61%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
19,697
shares
|
$760,501
0.06% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
19,640
shares
|
$758,300
0.43% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
19,571
shares
|
$755,636
0.37% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
19,395
shares
|
$748,840
0.54% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,374
shares
|
$748,030
0.61% of portfolio
|
Q1 2025
Added 77.11%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
19,036
shares
|
$734,979
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
18,898
shares
|
$729,651
0.0% of portfolio
|
Q1 2025
Added 98.01%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,862
shares
|
$728,261
0.0% of portfolio
|
Q1 2025
Added 44.47%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
18,632
shares
|
$719,381
0.18% of portfolio
|
Q1 2025
Added 63.37%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
18,473
shares
|
$713,242
0.04% of portfolio
|
Q1 2025
New holding
|