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Get Institutions for : 
Schwab Fundamental International Large Company Index (FNDF)  
$36.21 0.26 (0.72%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 473    21
Total shares held : 
 273,848,887  
% of shares held : 
 15.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   99  
Amount of shares held : 
 17,319,524  
% of shares held change : 
   1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $31.18  
Last Quarter's Ending Price : 
 $33.73  
Last Quarter's Average Price : 
 $32.05  
Change from last quarter's     
avg. price to the last closing  : 
4.16 (12.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
51
 1,172,306
 0.43%
 
Increased Positions :
205
 19,457,235
 7.11%
 
Unchanged Positions :
90
 16,632,891
 6.07%
 
Decreased Positions :
127
-1,401,372
-0.51%
 
Closed Positions :
30
-1,908,645
-0.7%
 
Guru Positions :
2
31,449
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Auto-Owners Insurance Co 3 - 2024-03-31 8,353,000 $297,636,000 0
   VICTORY CAPITAL MANAGEMENT INC 114 - 2024-03-31 5,785,140 $206,009,000 0
   Hardy Reed LLC 25 - 2024-03-31 112,520 $4,007,000 0
   RDL FINANCIAL INC 17 - 2024-03-31 110,183 $3,558,000 0
   LongView Wealth Management 41 - 2024-03-31 42,275 $1,505,000 0
   TORON CAPITAL MARKETS INC. 89 - 2024-03-31 40,303 $1,435,000 0
   Lutz Financial Services LLC 53 - 2024-03-31 34,746 $1,237,000 0
   IEQ CAPITAL LLC 482 - 2024-03-31 25,752 $917,000 0
   BROWN ADVISORY HOLDINGS INC 806 - 2024-03-31 25,442 $906,000 0
   Financial Perspectives Inc 51 - 2024-03-31 24,230 $863,000 0
   Robertson Stephens Wealth Management LLC 246 - 2023-12-31 22,952 $774,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 359 - 2023-12-31 22,373 $755,000 0
   LBMC INVESTMENT ADVISORS, LLC 87 - 2024-03-31 19,867 $707,000 0
   PATHSTONE FAMILY OFFICE, LLC 1024 - 2023-09-30 15,874 $503,000 0
   Clarity Capital Advisors LLC 46 - 2024-03-31 14,085 $502,000 0
   Seed Wealth Management Inc. 65 - 2024-03-31 11,615 $411,000 0
   Fortress Wealth Management Inc. 51 - 2024-03-31 11,369 $405,000 0
   SOL CAPITAL MANAGEMENT CO 241 - 2024-03-31 11,170 $398,000 0
   Private Wealth Management Group LLC 48 - 2024-03-31 10,907 $388,000 0
   Everhart Financial Group Inc. 143 - 2023-12-31 11,209 $378,000 0
   Sugarloaf Wealth Management LLC 105 - 2024-03-31 10,445 $372,000 0
   Kingsview Wealth Management LLC 746 - 2024-03-31 10,237 $365,000 0
   ADE LLC 60 - 2024-03-31 9,059 $323,000 0
   Lauterbach Financial Advisors LLC 47 - 2024-03-31 8,757 $312,000 0
   Mainsail Financial Group LLC 49 - 2024-03-31 8,565 $305,000 0
   Adviser Investments LLC 451 - 2024-03-31 8,538 $304,000 0
   OXFORD FINANCIAL GROUP LTD 185 - 2023-12-31 8,695 $293,000 0
   BerganKDV Wealth Management LLC 202 - 2023-06-30 9,000 $291,000 0
   SEVEN MILE ADVISORY 103 - 2024-03-31 8,000 $285,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 460 - 2024-03-31 7,737 $276,000 0
   Private Ocean LLC 123 - 2024-03-31 7,635 $272,000 0
   YALE CAPITAL CORP 394 - 2024-03-31 7,400 $264,000 0
   Werba Rubin Papier Wealth Management 113 - 2024-03-31 7,348 $262,000 0
   FSM Wealth Advisors LLC 124 - 2023-09-30 7,759 $246,000 0
   MCF Advisors LLC 228 - 2024-03-31 5,505 $196,000 0
   Northwest Capital Management Inc 127 - 2024-03-31 5,455 $194,000 0
   NBC SECURITIES INC. 784 - 2024-03-31 5,060 $181,000 0
   Balentine LLC 491 - 2023-12-31 4,616 $156,000 0
   SMITHFIELD TRUST CO 382 - 2024-03-31 4,040 $144,000 0
   AlphaCore Capital LLC 231 - 2023-12-31 3,868 $130,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 343 - 2022-12-31 3,715 $108,000 0
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 141 - 2024-03-31 2,642 $94,000 0
   Pflug Koory LLC 201 - 2024-03-31 2,182 $78,000 0
   Arlington Trust Co LLC 266 - 2024-03-31 1,786 $64,000 0
   Winch Advisory Services LLC 135 - 2023-12-31 1,746 $59,000 0
   AMERICAN NATIONAL BANK 311 - 2024-03-31 1,466 $52,000 0
   Cedar Wealth Management LLC 165 - 2023-12-31 1,300 $44,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 700 - 2024-03-31 1,114 $40,000 0
   CARDIFF PARK ADVISORS LLC 291 - 2023-12-31 1,200 $40,000 0
   BARTLETT & CO. LLC 737 - 2023-12-31 1,114 $38,000 0
   Signature Resources Capital Management LLC 106 - 2024-03-31 1,104 $37,000 0
   Team Financial Group LLC 79 - 2023-12-31 1,083 $37,000 0
   Pinnacle Bank 484 - 2024-03-31 853 $30,000 0
   BDO Wealth Advisors LLC 517 - 2023-06-30 884 $29,000 0
   McIlrath & Eck LLC 373 - 2024-03-31 820 $29,000 0
   Key Financial Inc 520 - 2024-03-31 870 $29,000 0
   Kalos Management Inc. 80 - 2023-06-30 862 $28,000 0
   WealthCollab LLC 254 - 2024-03-31 762 $27,000 0
   Hamilton Point Investment Advisors LLC 135 - 2024-03-31 725 $26,000 0
   Retirement Group LLC 348 - 2024-03-31 614 $22,000 0
   Front Row Advisors LLC 259 - 2023-12-31 595 $20,000 0
   Salomon & Ludwin LLC 480 - 2024-03-31 528 $19,000 0
   CULLEN FROST BANKERS INC 763 - 2024-03-31 451 $16,000 0
   Aptus Capital Advisors LLC 753 - 2023-12-31 470 $16,000 0
   Laurel Wealth Advisors LLC 365 - 2023-12-31 470 $16,000 0
   MASSMUTUAL TRUST CO FSB/ADV 913 - 2024-03-31 404 $14,000 0
   NATIONAL BANK OF CANADA /FI/ 1916 - 2023-12-31 439 $14,000 0
   ADIRONDACK TRUST CO 330 - 2024-03-31 361 $13,000 0
   Atlantic Edge Private Wealth Management LLC 292 - 2024-03-31 356 $13,000 0
   Efficient Wealth Management LLC 273 - 2024-03-31 340 $13,000 0
   WOLFF WIESE MAGANA LLC 290 - 2024-03-31 295 $11,000 0
   Fortis Advisors LLC 203 - 2023-12-31 296 $10,000 0
   Register Financial Advisors LLC 550 - 2024-03-31 276 $10,000 0
   Global Wealth Strategies & Associates 188 - 2024-03-31 259 $9,000 0
   Lowe fs LLC 222 - 2024-03-31 227 $8,000 0
   Coastal Capital Group Inc. 390 - 2023-06-30 230 $7,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 532 - 2023-06-30 200 $6,000 0
   Element Wealth LLC 232 - 2024-03-31 161 $6,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 392 - 2023-12-31 136 $5,000 0
   MILESTONE GROUP INC 403 - 2024-03-31 139 $5,000 0
   Nalls Sherbakoff Group LLC 317 - 2023-12-31 108 $4,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 716 - 2024-03-31 50 $2,000 0
   BELLEVUE ASSET MANAGEMENT LLC 392 - 2024-03-31 44 $2,000 0
   Householder Group Estate & Retirement Specialist L 1059 - 2024-03-31 68 $2,000 0
   Smartleaf Asset Management LLC 1437 - 2024-03-31 20 $1,000 0
   GPS Wealth Strategies Group LLC 1187 - 2024-03-31 21 $1,000 0
   Founders Financial Alliance LLC 494 - 2023-12-31 14 $0 0
   WFA of San Diego LLC 392 - 2023-09-30 7 $0 0
  88 Records found
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