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 |
|---|---|---|---|---|---|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
18,222
shares
|
$793,021
0.09% of portfolio
|
Q2 2025
Added 131.45%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
18,181
shares
|
$791,237
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
17,966
shares
|
$781,880
0.08% of portfolio
|
Q2 2025
Added 94.99%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
17,789
shares
|
$774,177
0.14% of portfolio
|
Q2 2025
Added 169.04%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
17,742
shares
|
$772,131
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
17,742
shares
|
$772,131
0.29% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
17,683
shares
|
$769,564
0.34% of portfolio
|
Q1 2024
Added 41.99%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
17,667
shares
|
$768,867
0.05% of portfolio
|
Q3 2025
Reduced 38.73%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
17,516
shares
|
$762,296
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
17,481
shares
|
$760,773
0.12% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
17,472
shares
|
$760,381
0.13% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
17,407
shares
|
$757,552
0.08% of portfolio
|
Q2 2025
Added 42.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,199
shares
|
$748,500
0.01% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
17,063
shares
|
$742,581
0.26% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
16,936
shares
|
$737,054
0.05% of portfolio
|
Q2 2025
Added 43.27%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
16,878
shares
|
$734,530
0.53% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
16,786
shares
|
$730,526
0.01% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,739
shares
|
$728,481
0.14% of portfolio
|
Q1 2024
Added 38.86%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
16,654
shares
|
$724,782
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
16,321
shares
|
$710,289
0.05% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
16,193
shares
|
$704,719
0.03% of portfolio
|
Q3 2025
Added 28.94%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
16,159
shares
|
$703,239
0.11% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
15,993
shares
|
$696,015
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
15,874
shares
|
$690,836
0.0% of portfolio
|
Q2 2022
Added 6.3%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
15,874
shares
|
$690,836
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|