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 |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
164,313
shares
|
$5.7 Million
1.38% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
162,357
shares
|
$5.64 Million
0.23% of portfolio
|
Q2 2024
Reduced 45.96%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
156,799
shares
|
$5.44 Million
0.38% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
152,463
shares
|
$5.29 Million
2.59% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
145,518
shares
|
$5.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 97.82%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
143,047
shares
|
$4.97 Million
1.46% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
142,619
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
142,466
shares
|
$4.95 Million
0.13% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
140,800
shares
|
$4.89 Million
4.1% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
139,061
shares
|
$4.83 Million
0.12% of portfolio
|
Q3 2024
Added 12.72%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
137,727
shares
|
$4.78 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2024 Q3 2024 |
137,202
shares
|
$4.76 Million
2.71% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
136,911
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Added 32.19%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
134,848
shares
|
$4.68 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
132,617
shares
|
$4.6 Million
3.47% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
126,928
shares
|
$4.41 Million
2.85% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
121,927
shares
|
$4.23 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
120,212
shares
|
$4.17 Million
0.07% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
119,224
shares
|
$4.14 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
118,985
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Systelligence, LLC
|
Nov 04, 2024 Q3 2024 |
117,848
shares
|
$4.09 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
116,524
shares
|
$4.05 Million
3.72% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Nov 05, 2024 Q3 2024 |
112,854
shares
|
$3.92 Million
3.63% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
111,398
shares
|
$3.87 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
110,183
shares
|
$3.83 Million
1.76% of portfolio
|
Q3 2024
Added 6.65%
|