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 |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
243,731
shares
|
$8.46 Million
1.29% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
243,481
shares
|
$8.45 Million
2.5% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
239,821
shares
|
$8.33 Million
2.18% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
233,620
shares
|
$8.11 Million
4.54% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
228,270
shares
|
$7.93 Million
3.11% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
223,193
shares
|
$7.75 Million
6.48% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
222,216
shares
|
$7.72 Million
1.97% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
218,235
shares
|
$7.58 Million
0.69% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
216,597
shares
|
$7.52 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.86%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
213,701
shares
|
$7.42 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
213,574
shares
|
$7.42 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,975
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
211,862
shares
|
$7.36 Million
4.1% of portfolio
|
Q3 2024
Reduced 29.61%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
207,490
shares
|
$7.2 Million
1.11% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
199,620
shares
|
$6.93 Million
2.57% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
199,190
shares
|
$6.92 Million
0.29% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
192,988
shares
|
$6.7 Million
0.9% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
191,801
shares
|
$6.66 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
189,593
shares
|
$6.58 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
179,447
shares
|
$6.23 Million
0.74% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
177,822
shares
|
$6.17 Million
3.73% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
177,170
shares
|
$6.15 Million
0.63% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
174,421
shares
|
$6.06 Million
1.2% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
166,750
shares
|
$5.79 Million
0.09% of portfolio
|
Q2 2024
Added 6.96%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
164,549
shares
|
$5.71 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.72%
|