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 589 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,011,729
shares
|
$35.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
979,775
shares
|
$34 Million
0.09% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
923,401
shares
|
$32.1 Million
2.13% of portfolio
|
Q3 2024
Added 20.45%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
910,221
shares
|
$31.6 Million
9.16% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
900,416
shares
|
$31.3 Million
0.05% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
890,190
shares
|
$30.9 Million
2.92% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
859,748
shares
|
$29.9 Million
0.21% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
854,479
shares
|
$29.7 Million
8.11% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
854,429
shares
|
$29.7 Million
3.08% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
851,826
shares
|
$29.6 Million
3.85% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
850,451
shares
|
$29.5 Million
0.07% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
849,502
shares
|
$29.5 Million
0.11% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
843,127
shares
|
$29.3 Million
2.86% of portfolio
|
Q3 2024
Added 647.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
778,462
shares
|
$27 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
774,794
shares
|
$26.9 Million
0.05% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
765,859
shares
|
$26.6 Million
4.72% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
736,776
shares
|
$25.6 Million
2.61% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
735,054
shares
|
$25.5 Million
8.54% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
716,496
shares
|
$24.9 Million
4.98% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
700,528
shares
|
$24.3 Million
0.96% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
699,700
shares
|
$24.3 Million
8.17% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
670,733
shares
|
$23.3 Million
1.27% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
638,687
shares
|
$22.2 Million
4.4% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
635,755
shares
|
$22.1 Million
4.62% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
635,523
shares
|
$22.1 Million
6.01% of portfolio
|
Q3 2024
Added 4.01%
|