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 |
|---|---|---|---|---|---|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,360
shares
|
$581,427
0.16% of portfolio
|
Q1 2023
Added 43.81%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
13,307
shares
|
$579,120
0.01% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
13,204
shares
|
$574,638
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
13,119
shares
|
$570,938
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,114
shares
|
$570,721
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
12,895
shares
|
$561,190
0.01% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,843
shares
|
$558,927
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,834
shares
|
$558,535
0.03% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
12,807
shares
|
$557,360
0.08% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
12,789
shares
|
$556,577
0.08% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
12,670
shares
|
$551,398
0.04% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
12,650
shares
|
$550,528
0.01% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
12,600
shares
|
$548,352
0.01% of portfolio
|
Q2 2025
Added 50.83%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
12,346
shares
|
$537,297
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
12,301
shares
|
$535,339
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
12,240
shares
|
$532,684
0.04% of portfolio
|
Q4 2022
Reduced 94.32%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
12,201
shares
|
$530,987
0.24% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
12,043
shares
|
$524,111
0.4% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
11,874
shares
|
$516,756
0.09% of portfolio
|
Q3 2025
Added 57.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
11,687
shares
|
$508,618
0.03% of portfolio
|
Q2 2025
Added 56.33%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
11,627
shares
|
$506,007
0.06% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
11,612
shares
|
$505,354
0.11% of portfolio
|
Q1 2025
Added 14980.52%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
11,549
shares
|
$502,612
0.34% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
11,461
shares
|
$498,782
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
11,382
shares
|
$495,344
0.13% of portfolio
|
Q3 2024
Reduced 5.8%
|