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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
9,904
shares
|
$431,022
0.07% of portfolio
|
Q1 2025
Reduced 41.75%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
9,874
shares
|
$429,716
0.03% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
9,780
shares
|
$425,625
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
9,534
shares
|
$414,919
0.01% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,478
shares
|
$412,482
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
9,387
shares
|
$408,522
0.09% of portfolio
|
Q3 2025
Reduced 31.53%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
9,383
shares
|
$408,348
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,267
shares
|
$403,299
0.01% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
9,209
shares
|
$400,775
0.0% of portfolio
|
Q2 2025
Added 35.39%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
9,144
shares
|
$397,946
0.07% of portfolio
|
Q2 2025
Added 24.44%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
9,126
shares
|
$397,163
0.03% of portfolio
|
Q2 2025
Added 12.38%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
9,088
shares
|
$395,509
0.13% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,035
shares
|
$393,203
0.1% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
9,000
shares
|
$391,680
0.03% of portfolio
|
Q1 2023
Reduced 1.28%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,915
shares
|
$387,980
0.08% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
8,857
shares
|
$385,456
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
8,673
shares
|
$377,448
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
8,610
shares
|
$374,707
0.14% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,521
shares
|
$370,833
0.01% of portfolio
|
Q2 2025
Added 21.83%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
8,461
shares
|
$368,222
0.01% of portfolio
|
Q2 2024
Added 14.34%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
8,435
shares
|
$367,091
0.0% of portfolio
|
Q2 2025
Reduced 42.5%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,434
shares
|
$367,047
0.19% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
8,245
shares
|
$358,822
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
8,189
shares
|
$356,385
0.07% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$348,160
0.19% of portfolio
|
Q2 2023
New holding
|