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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,715
shares
|
$143,436
0.01% of portfolio
|
Q3 2022
Added 102.23%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,715
shares
|
$143,436
0.0% of portfolio
|
Q4 2024
Added 50.89%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,652
shares
|
$141,003
0.08% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,567
shares
|
$137,721
0.0% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,552
shares
|
$137,142
0.03% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,500
shares
|
$135,135
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
3,477
shares
|
$134,246
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
3,406
shares
|
$131,505
0.04% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
3,329
shares
|
$128,532
0.05% of portfolio
|
Q1 2025
Added 86.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,170
shares
|
$122,393
0.01% of portfolio
|
Q3 2024
Reduced 97.82%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
3,148
shares
|
$121,544
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
2,800
shares
|
$108,108
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,750
shares
|
$106,177
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
2,745
shares
|
$105,984
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,490
shares
|
$96,138
0.02% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,235
shares
|
$86,293
0.0% of portfolio
|
Q1 2025
Added 630.39%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,230
shares
|
$86,100
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,211
shares
|
$85,366
0.01% of portfolio
|
Q1 2025
Added 2809.21%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,116
shares
|
$81,698
0.0% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,048
shares
|
$79,073
0.0% of portfolio
|
Q1 2025
Added 87.03%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
1,955
shares
|
$75,482
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,796
shares
|
$69,343
0.01% of portfolio
|
Q1 2024
Added 372.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,791
shares
|
$69,150
0.04% of portfolio
|
Q2 2024
Reduced 35.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,791
shares
|
$69,150
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1,786
shares
|
$68,957
0.01% of portfolio
|
Q4 2023
New holding
|