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 661 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 $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
5,876
shares
|
$226,872
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
5,832
shares
|
$225,173
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
5,818
shares
|
$224,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
5,803
shares
|
$224,053
0.01% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,758
shares
|
$222,316
0.0% of portfolio
|
Q4 2024
Reduced 20.44%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
5,750
shares
|
$222,007
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,730
shares
|
$221,235
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
5,724
shares
|
$221,003
0.06% of portfolio
|
Q1 2025
Reduced 21.74%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,698
shares
|
$219,999
0.0% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
5,528
shares
|
$213,436
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
5,505
shares
|
$212,548
0.01% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
5,455
shares
|
$210,617
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
5,230
shares
|
$201,930
0.01% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,060
shares
|
$195,366
0.02% of portfolio
|
Q1 2025
Added 21900.0%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
4,616
shares
|
$178,223
0.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
4,544
shares
|
$175,443
0.01% of portfolio
|
Q1 2025
Added 92.71%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
4,444
shares
|
$171,582
0.02% of portfolio
|
Q1 2025
Added 139.57%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
4,440
shares
|
$171,428
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
4,350
shares
|
$167,953
0.01% of portfolio
|
Q2 2023
Added 0.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
4,337
shares
|
$167,451
0.0% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
4,163
shares
|
$160,733
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
4,072
shares
|
$157,219
0.0% of portfolio
|
Q4 2024
Added 802.88%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,040
shares
|
$155,984
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
3,963
shares
|
$153,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
3,931
shares
|
$151,775
0.01% of portfolio
|
Q1 2025
Added 1926.29%
|