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 665 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
61,197
shares
|
$2.46 Million
0.43% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
61,177
shares
|
$2.46 Million
1.4% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
61,146
shares
|
$2.46 Million
0.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
61,008
shares
|
$2.45 Million
0.49% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
60,837
shares
|
$2.44 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,591
shares
|
$2.35 Million
0.01% of portfolio
|
Q4 2024
Added 117.24%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
56,671
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
Added 106.66%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
55,657
shares
|
$2.24 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
55,458
shares
|
$2.23 Million
0.18% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
55,033
shares
|
$2.21 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
54,915
shares
|
$2.21 Million
0.29% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
53,510
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
52,616
shares
|
$2.11 Million
1.57% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
52,437
shares
|
$2.11 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
52,422
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
51,556
shares
|
$2.07 Million
0.4% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
50,895
shares
|
$2.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
49,202
shares
|
$1.98 Million
3.25% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
49,039
shares
|
$1.97 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
48,697
shares
|
$1.96 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48,297
shares
|
$1.94 Million
0.36% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
46,984
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
46,674
shares
|
$1.87 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
46,431
shares
|
$1.86 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
46,140
shares
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 60.72%
|