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 |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
380,746
shares
|
$13.2 Million
3.56% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
370,956
shares
|
$12.9 Million
4.06% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
370,697
shares
|
$12.9 Million
5.94% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
360,443
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
349,965
shares
|
$12.2 Million
8.07% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
321,949
shares
|
$11.2 Million
2.94% of portfolio
|
Q3 2024
Reduced 29.34%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
315,040
shares
|
$10.9 Million
0.12% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
310,017
shares
|
$10.8 Million
1.8% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
306,689
shares
|
$10.6 Million
0.45% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
304,580
shares
|
$10.6 Million
7.61% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
298,608
shares
|
$10.4 Million
2.1% of portfolio
|
Q3 2023
Added 4.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
290,875
shares
|
$10.1 Million
6.23% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
289,275
shares
|
$10 Million
3.42% of portfolio
|
Q2 2024
Added 3.33%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
282,737
shares
|
$9.82 Million
4.04% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
279,820
shares
|
$9.72 Million
1.5% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
277,616
shares
|
$9.64 Million
1.96% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
271,671
shares
|
$9.43 Million
0.24% of portfolio
|
Q3 2024
Added 4101.53%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
270,036
shares
|
$9.38 Million
5.25% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 08, 2024 Q3 2024 |
263,655
shares
|
$9.15 Million
1.91% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
262,297
shares
|
$9.11 Million
0.37% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
261,745
shares
|
$9.09 Million
0.79% of portfolio
|
Q2 2024
Added 459.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
257,343
shares
|
$8.93 Million
0.04% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
252,882
shares
|
$8.78 Million
5.84% of portfolio
|
Q3 2024
Added 78.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
250,068
shares
|
$8.68 Million
0.37% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
244,248
shares
|
$8.48 Million
0.83% of portfolio
|
Q3 2024
Reduced 19.39%
|