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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,347
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2023
Added 3.63%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
27,245
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2025
Added 79.7%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
27,091
shares
|
$1.18 Million
0.04% of portfolio
|
Q2 2025
Added 155.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
27,047
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.59%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
27,032
shares
|
$1.18 Million
0.65% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
26,630
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 59.79%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
26,602
shares
|
$1.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
26,454
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
26,312
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
26,011
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 463.5%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
25,741
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
25,654
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
25,000
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
24,799
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 263.94%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
24,766
shares
|
$1.08 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
24,646
shares
|
$1.07 Million
0.7% of portfolio
|
Q3 2025
Reduced 49.83%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
24,277
shares
|
$1.06 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
24,230
shares
|
$1.05 Million
0.29% of portfolio
|
Q3 2022
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
23,993
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
23,873
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
23,486
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
23,313
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2022
Reduced 60.56%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
23,132
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
23,117
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
22,698
shares
|
$987,816
0.11% of portfolio
|
Q3 2025
Reduced 8.64%
|