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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
18,411
shares
|
$710,848
0.06% of portfolio
|
Q1 2025
Added 128.82%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
18,405
shares
|
$710,617
0.17% of portfolio
|
Q1 2025
Added 39.77%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
18,359
shares
|
$708,840
0.01% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
18,262
shares
|
$705,095
0.36% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
18,076
shares
|
$697,914
0.01% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
17,986
shares
|
$694,439
0.32% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,683
shares
|
$682,740
0.34% of portfolio
|
Q1 2024
Added 41.99%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
17,562
shares
|
$678,068
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
17,516
shares
|
$676,292
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
17,481
shares
|
$674,941
0.12% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
17,472
shares
|
$674,593
0.13% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
17,253
shares
|
$666,138
0.19% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
17,166
shares
|
$662,779
0.19% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
16,878
shares
|
$651,659
0.53% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,739
shares
|
$646,292
0.14% of portfolio
|
Q1 2024
Added 38.86%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
16,654
shares
|
$643,010
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
16,530
shares
|
$638,223
0.05% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
16,287
shares
|
$628,841
0.11% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
15,982
shares
|
$617,065
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,874
shares
|
$612,895
0.0% of portfolio
|
Q2 2022
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
15,874
shares
|
$612,895
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
15,745
shares
|
$607,914
0.16% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,713
shares
|
$606,678
0.0% of portfolio
|
Q3 2023
Added 22.62%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
15,589
shares
|
$601,891
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Menlo Advisors LLC
|
Apr 11, 2025 Q1 2025 |
15,403
shares
|
$594,709
0.26% of portfolio
|
Q2 2024
New holding
|