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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
603,064
shares
|
$20.9 Million
3.59% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
600,369
shares
|
$20.8 Million
2.29% of portfolio
|
Q3 2024
Reduced 16.39%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
597,263
shares
|
$20.7 Million
6.09% of portfolio
|
Q3 2024
Added 56.95%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
582,721
shares
|
$20.2 Million
2.4% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
562,694
shares
|
$19.5 Million
8.98% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
553,168
shares
|
$19.2 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
532,791
shares
|
$18.5 Million
2.51% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
526,475
shares
|
$18.3 Million
0.8% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
526,031
shares
|
$18.3 Million
1.47% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
481,654
shares
|
$16.7 Million
0.61% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
481,039
shares
|
$16.7 Million
0.55% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
458,170
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
443,169
shares
|
$15.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
442,554
shares
|
$15.4 Million
1.87% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
439,427
shares
|
$15.3 Million
6.97% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
424,456
shares
|
$14.7 Million
2.31% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Oct 09, 2024 Q3 2024 |
423,304
shares
|
$14.7 Million
7.71% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
421,159
shares
|
$14.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
402,856
shares
|
$14 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
402,764
shares
|
$14 Million
0.05% of portfolio
|
Q3 2024
Added 139.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
398,876
shares
|
$13.8 Million
7.49% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
396,722
shares
|
$13.8 Million
5.55% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
389,943
shares
|
$13.5 Million
3.16% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
388,254
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
381,684
shares
|
$13.3 Million
2.09% of portfolio
|
Q3 2024
Added 3.32%
|