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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,000
shares
|
$347,490
0.03% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
8,932
shares
|
$344,864
0.01% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
8,931
shares
|
$344,825
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,605
shares
|
$332,239
0.01% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
8,599
shares
|
$332,007
0.2% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
8,592
shares
|
$331,737
0.0% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
8,515
shares
|
$328,764
0.07% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8,466
shares
|
$326,872
0.08% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
8,461
shares
|
$326,679
0.01% of portfolio
|
Q2 2024
Added 14.34%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
8,354
shares
|
$322,547
0.01% of portfolio
|
Q1 2025
Added 194.57%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
8,339
shares
|
$321,968
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
8,258
shares
|
$318,841
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
8,208
shares
|
$316,910
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,133
shares
|
$314,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,121
shares
|
$313,551
0.02% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
8,000
shares
|
$308,880
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
7,854
shares
|
$303,242
0.06% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
7,785
shares
|
$300,578
0.09% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
7,778
shares
|
$300,308
0.04% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
7,737
shares
|
$298,725
0.01% of portfolio
|
Q4 2023
Reduced 0.83%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
7,734
shares
|
$298,609
0.01% of portfolio
|
Q3 2024
Reduced 35.5%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
7,635
shares
|
$294,787
0.02% of portfolio
|
Q4 2023
Added 585.37%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
7,553
shares
|
$291,621
0.26% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
7,539
shares
|
$291,080
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
7,522
shares
|
$290,424
0.03% of portfolio
|
Q1 2025
Reduced 18.87%
|