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 643 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
398,795
shares
|
$14.5 Million
3.6% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
396,009
shares
|
$14.4 Million
5.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
388,434
shares
|
$14.2 Million
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
384,739
shares
|
$14 Million
5.48% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
381,000
shares
|
$13.9 Million
1.91% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
368,344
shares
|
$13.4 Million
3.59% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
365,783
shares
|
$13.3 Million
0.09% of portfolio
|
Q4 2024
Added 16.11%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
357,636
shares
|
$13 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
353,119
shares
|
$12.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
345,769
shares
|
$12.6 Million
1.8% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
328,896
shares
|
$12 Million
6.36% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Shilanski & Associates, Inc.
|
Jan 21, 2025 Q4 2024 |
323,484
shares
|
$11.8 Million
3.46% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
316,945
shares
|
$11.6 Million
1.98% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
306,689
shares
|
$11.2 Million
0.45% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
302,422
shares
|
$11 Million
1.56% of portfolio
|
Q4 2024
Reduced 20.77%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jan 28, 2025 Q4 2024 |
298,746
shares
|
$10.9 Million
6.51% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
298,608
shares
|
$10.9 Million
2.1% of portfolio
|
Q3 2023
Added 4.9%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
290,875
shares
|
$10.6 Million
6.23% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
288,727
shares
|
$10.5 Million
1.32% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
286,245
shares
|
$10.4 Million
5.18% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
279,512
shares
|
$10.2 Million
0.03% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
278,268
shares
|
$10.1 Million
0.3% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Von Berge Wealth Management Group, LLC
|
Feb 06, 2025 Q4 2024 |
271,566
shares
|
$9.9 Million
5.72% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
253,162
shares
|
$9.23 Million
2.53% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
251,554
shares
|
$9.17 Million
1.17% of portfolio
|
Q4 2024
Added 3.21%
|