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 664 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,107
shares
|
$44,457
0.01% of portfolio
|
Q1 2025
Added 27.24%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,104
shares
|
$44,336
0.03% of portfolio
|
Q4 2023
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
1,077
shares
|
$43,252
0.02% of portfolio
|
Q4 2023
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
954
shares
|
$38,312
0.0% of portfolio
|
Q4 2024
New holding
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
941
shares
|
$37,790
0.03% of portfolio
|
Q4 2024
New holding
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
910
shares
|
$36,545
0.03% of portfolio
|
Q4 2024
New holding
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
907
shares
|
$36,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
905
shares
|
$36,344
0.0% of portfolio
|
Q3 2024
Added 99.78%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
892
shares
|
$35,822
0.0% of portfolio
|
Q1 2025
Added 502.7%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
885
shares
|
$35,541
0.01% of portfolio
|
Q1 2025
Added 11.32%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
884
shares
|
$35,501
0.0% of portfolio
|
Q1 2021
New holding
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
864
shares
|
$34,698
0.05% of portfolio
|
Q4 2022
Reduced 66.95%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
861
shares
|
$34,577
0.0% of portfolio
|
Q4 2024
Added 255.79%
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
829
shares
|
$33,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
826
shares
|
$33,172
0.01% of portfolio
|
Q1 2025
New holding
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
762
shares
|
$30,601
0.02% of portfolio
|
Q4 2023
New holding
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
755
shares
|
$30,320
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
725
shares
|
$29,115
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
722
shares
|
$28,995
0.02% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
705
shares
|
$28,312
0.0% of portfolio
|
Q4 2024
Added 18.89%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
696
shares
|
$27,951
0.01% of portfolio
|
Q4 2024
Added 1481.82%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
642
shares
|
$25,782
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
632
shares
|
$25,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
625
shares
|
$25,099
0.01% of portfolio
|
Q1 2025
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
614
shares
|
$24,658
0.01% of portfolio
|
Q4 2022
Reduced 0.32%
|