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 |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
51,716
shares
|
$1.8 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
50,419
shares
|
$1.75 Million
0.19% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
49,501
shares
|
$1.72 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
48,663
shares
|
$1.69 Million
1.29% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48,297
shares
|
$1.68 Million
0.36% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
48,283
shares
|
$1.68 Million
0.23% of portfolio
|
Q3 2024
Reduced 73.17%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,142
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
47,048
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
45,904
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
45,764
shares
|
$1.59 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
44,655
shares
|
$1.55 Million
0.67% of portfolio
|
Q3 2024
Reduced 75.78%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
44,261
shares
|
$1.54 Million
1.13% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
43,201
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2024
Added 181.15%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,714
shares
|
$1.48 Million
0.34% of portfolio
|
Q3 2024
Added 455.81%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
42,585
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
42,376
shares
|
$1.47 Million
0.62% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
42,142
shares
|
$1.46 Million
0.2% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
42,142
shares
|
$1.46 Million
1.22% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
41,474
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2024
Added 61.11%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
41,423
shares
|
$1.44 Million
0.46% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
40,494
shares
|
$1.41 Million
1.36% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
40,303
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2023
Added 3.74%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
40,100
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
Added 31.31%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
39,475
shares
|
$1.37 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
39,116
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.96%
|