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 |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,086
shares
|
$37,705
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
1,077
shares
|
$37,393
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,068
shares
|
$37,080
0.01% of portfolio
|
Q2 2024
Added 1470.59%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
986
shares
|
$34,233
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
905
shares
|
$31,421
0.0% of portfolio
|
Q3 2024
Added 99.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
884
shares
|
$30,692
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
870
shares
|
$30,206
0.01% of portfolio
|
Q1 2023
Reduced 19.44%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
864
shares
|
$29,998
0.05% of portfolio
|
Q4 2022
Reduced 66.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
853
shares
|
$29,616
0.01% of portfolio
|
Q4 2023
Added 277.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
839
shares
|
$29,130
0.01% of portfolio
|
Q2 2024
Reduced 71.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
795
shares
|
$27,602
0.01% of portfolio
|
Q1 2024
Added 33.61%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
785
shares
|
$27,255
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
779
shares
|
$27,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
767
shares
|
$26,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
762
shares
|
$26,456
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
755
shares
|
$26,213
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
744
shares
|
$25,831
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
732
shares
|
$25,415
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
725
shares
|
$25,172
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
634
shares
|
$22,012
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
614
shares
|
$21,318
0.01% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
604
shares
|
$20,970
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
581
shares
|
$20,172
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
559
shares
|
$19,408
0.0% of portfolio
|
Q1 2024
Added 18.68%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
541
shares
|
$18,783
0.0% of portfolio
|
Q3 2024
New holding
|