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 |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,158,849
shares
|
$50.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,153,750
shares
|
$50.2 Million
5.29% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
1,061,452
shares
|
$46.2 Million
7.6% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,051,290
shares
|
$45.8 Million
4.08% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
1,046,624
shares
|
$45.5 Million
3.44% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,044,759
shares
|
$45.5 Million
0.08% of portfolio
|
Q2 2025
Added 63.89%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
1,032,367
shares
|
$44.9 Million
3.09% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,003,372
shares
|
$43.7 Million
6.33% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,002,416
shares
|
$43.6 Million
0.23% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
983,420
shares
|
$42.8 Million
0.05% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
973,554
shares
|
$42.4 Million
5.64% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
890,965
shares
|
$38.8 Million
8.59% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
856,676
shares
|
$37.3 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
855,170
shares
|
$37.2 Million
3.51% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
851,907
shares
|
$37.1 Million
8.9% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
849,185
shares
|
$37 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
816,396
shares
|
$35.5 Million
4.88% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
804,228
shares
|
$35 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
793,911
shares
|
$34.6 Million
8.06% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
791,251
shares
|
$34.4 Million
6.31% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
776,731
shares
|
$33.8 Million
3.75% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
768,864
shares
|
$33.5 Million
1.27% of portfolio
|
Q2 2025
Added 294.82%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
713,141
shares
|
$31 Million
5.16% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
695,176
shares
|
$30.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
687,128
shares
|
$29.9 Million
0.89% of portfolio
|
Q3 2025
Reduced 12.39%
|