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 728 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
51,127
shares
|
$2.23 Million
1.33% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
49,687
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
48,544
shares
|
$2.11 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
48,503
shares
|
$2.11 Million
0.54% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
48,297
shares
|
$2.1 Million
0.36% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
48,023
shares
|
$2.09 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
47,785
shares
|
$2.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
47,428
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 08, 2025 Q3 2025 |
46,999
shares
|
$2.05 Million
1.19% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
46,912
shares
|
$2.04 Million
0.3% of portfolio
|
Q2 2025
Reduced 44.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
46,843
shares
|
$2.04 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
46,809
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
46,229
shares
|
$2.01 Million
0.26% of portfolio
|
Q3 2025
Reduced 75.52%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
46,154
shares
|
$2.01 Million
0.49% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
46,075
shares
|
$2.01 Million
1.32% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
45,112
shares
|
$1.96 Million
0.06% of portfolio
|
Q3 2025
Added 22.19%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
45,111
shares
|
$1.96 Million
1.67% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Oct 14, 2025 Q3 2025 |
44,985
shares
|
$1.96 Million
2.87% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
44,856
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
44,439
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
44,330
shares
|
$1.93 Million
0.2% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
43,982
shares
|
$1.91 Million
1.36% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
43,676
shares
|
$1.9 Million
0.97% of portfolio
|
Q2 2025
Added 432.12%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
43,645
shares
|
$1.9 Million
0.1% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
43,096
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 20.71%
|