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 |
|---|---|---|---|---|---|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
15,125
shares
|
$583,976
0.35% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
14,968
shares
|
$577,914
0.19% of portfolio
|
Q1 2025
Added 128.73%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,918
shares
|
$575,983
0.01% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
14,880
shares
|
$574,516
0.18% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
14,874
shares
|
$574,285
0.01% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
14,865
shares
|
$573,937
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,734
shares
|
$568,879
0.01% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,669
shares
|
$566,370
0.0% of portfolio
|
Q1 2025
Reduced 38.16%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
14,639
shares
|
$565,211
0.35% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
14,366
shares
|
$554,671
0.09% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
14,293
shares
|
$551,852
0.08% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,188
shares
|
$547,798
0.07% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
14,165
shares
|
$546,910
0.01% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
13,780
shares
|
$532,045
0.4% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,598
shares
|
$525,018
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,360
shares
|
$515,829
0.16% of portfolio
|
Q1 2023
Added 43.81%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
13,266
shares
|
$512,200
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
13,253
shares
|
$511,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
13,209
shares
|
$509,999
0.04% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,153
shares
|
$507,837
0.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
13,044
shares
|
$503,628
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
13,036
shares
|
$503,319
0.01% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,872
shares
|
$496,987
0.0% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
12,778
shares
|
$493,358
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
12,601
shares
|
$486,524
0.04% of portfolio
|
Q1 2025
Added 0.16%
|