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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
109,631
shares
|
$3.81 Million
0.04% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
107,201
shares
|
$3.72 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
104,642
shares
|
$3.63 Million
1.32% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
104,304
shares
|
$3.62 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
103,193
shares
|
$3.58 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
100,083
shares
|
$3.47 Million
1.95% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
98,031
shares
|
$3.4 Million
0.51% of portfolio
|
Q2 2023
Added 29.57%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
96,792
shares
|
$3.36 Million
1.33% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
94,599
shares
|
$3.28 Million
0.39% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
94,001
shares
|
$3.26 Million
1.9% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
93,716
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Added 63.18%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
91,194
shares
|
$3.17 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
89,704
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Added 103.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
89,346
shares
|
$3.1 Million
0.07% of portfolio
|
Q3 2024
Added 120.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
88,253
shares
|
$3.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
88,041
shares
|
$3.06 Million
1.05% of portfolio
|
Q3 2024
Added 34.58%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
87,231
shares
|
$3.03 Million
0.45% of portfolio
|
Q2 2024
Added 13.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
86,804
shares
|
$3.01 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
86,614
shares
|
$3.01 Million
0.05% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
84,958
shares
|
$2.95 Million
0.09% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
84,029
shares
|
$2.92 Million
0.09% of portfolio
|
Q4 2023
Added 6.85%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
83,889
shares
|
$2.91 Million
0.78% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
83,344
shares
|
$2.89 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
82,818
shares
|
$2.88 Million
0.48% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
77,137
shares
|
$2.68 Million
1.9% of portfolio
|
Q3 2024
Added 15.49%
|