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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
42,767
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
Added 76.5%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
42,714
shares
|
$1.86 Million
0.34% of portfolio
|
Q3 2024
Added 455.81%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
41,813
shares
|
$1.82 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
41,766
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
41,441
shares
|
$1.8 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
40,424
shares
|
$1.76 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
40,167
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Added 42.21%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
39,882
shares
|
$1.74 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
39,711
shares
|
$1.73 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
39,318
shares
|
$1.71 Million
0.41% of portfolio
|
Q3 2025
Added 33.43%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
37,900
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
37,486
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2025
Added 367.52%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
37,466
shares
|
$1.63 Million
0.42% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
37,438
shares
|
$1.63 Million
0.19% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
36,929
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Added 293.78%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
35,698
shares
|
$1.55 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
35,034
shares
|
$1.52 Million
0.04% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
34,900
shares
|
$1.52 Million
0.43% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,596
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
34,256
shares
|
$1.49 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
33,861
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
33,753
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
33,352
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
33,079
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2022
Added 77.06%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
33,041
shares
|
$1.44 Million
0.99% of portfolio
|
Q1 2025
Added 10.81%
|