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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
10,907
shares
|
$421,119
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,856
shares
|
$419,150
0.07% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
10,729
shares
|
$414,246
0.06% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,668
shares
|
$411,891
0.31% of portfolio
|
Q1 2023
Reduced 17.67%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
10,621
shares
|
$410,076
0.01% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,356
shares
|
$399,845
0.02% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
10,286
shares
|
$397,142
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
10,211
shares
|
$394,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
10,180
shares
|
$393,049
0.45% of portfolio
|
Q1 2025
Added 51.94%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
10,121
shares
|
$390,771
0.02% of portfolio
|
Q4 2024
Reduced 18.72%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,995
shares
|
$385,906
0.01% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,911
shares
|
$382,663
0.0% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
9,904
shares
|
$382,393
0.07% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,847
shares
|
$380,192
0.0% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
9,686
shares
|
$373,976
0.01% of portfolio
|
Q1 2025
Reduced 43.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
9,567
shares
|
$369,381
0.02% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
9,505
shares
|
$366,988
0.0% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
9,430
shares
|
$364,092
0.1% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
9,383
shares
|
$362,277
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,378
shares
|
$362,084
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,337
shares
|
$360,501
0.01% of portfolio
|
Q1 2025
Reduced 16.17%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
9,286
shares
|
$358,532
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
9,214
shares
|
$355,752
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,112
shares
|
$351,814
0.01% of portfolio
|
Q1 2025
Added 39.46%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
9,088
shares
|
$350,887
0.14% of portfolio
|
Q2 2024
Added 0.89%
|