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 |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
77,092
shares
|
$2.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
76,453
shares
|
$2.65 Million
1.51% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
75,442
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2024
Added 10.05%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
73,608
shares
|
$2.56 Million
1.29% of portfolio
|
Q3 2024
Added 7.7%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
73,519
shares
|
$2.55 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
72,268
shares
|
$2.51 Million
0.44% of portfolio
|
Q3 2024
Added 0.35%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
68,696
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Added 88.45%
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
66,188
shares
|
$2.3 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
65,244
shares
|
$2.27 Million
0.67% of portfolio
|
Q3 2024
Reduced 44.62%
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
61,981
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2024
Added 1.07%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
61,400
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
60,227
shares
|
$2.09 Million
0.66% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
59,951
shares
|
$2.08 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
59,445
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2024
Added 10.43%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
59,167
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2024
Added 5.05%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
58,267
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Added 8.57%
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
57,939
shares
|
$2.01 Million
1.34% of portfolio
|
Q3 2024
Added 11.11%
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
57,469
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Added 31.38%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
57,192
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
56,036
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2024
Added 35.11%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
54,545
shares
|
$1.89 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
53,724
shares
|
$1.87 Million
1.03% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
53,479
shares
|
$1.86 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
52,505
shares
|
$1.82 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
52,034
shares
|
$1.81 Million
1.05% of portfolio
|
Q3 2024
Added 93.14%
|