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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
7,203
shares
|
$313,474
0.03% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
7,199
shares
|
$313,300
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
7,111
shares
|
$309,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
7,072
shares
|
$307,773
0.02% of portfolio
|
Q1 2025
Added 35.22%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
7,013
shares
|
$305,205
0.03% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
6,944
shares
|
$302,202
0.03% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
6,876
shares
|
$299,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
6,829
shares
|
$297,198
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,791
shares
|
$295,544
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
6,724
shares
|
$292,628
0.01% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
6,678
shares
|
$290,626
0.03% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
6,599
shares
|
$287,188
0.05% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,558
shares
|
$285,404
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
6,545
shares
|
$284,838
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
6,520
shares
|
$283,750
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
6,518
shares
|
$283,663
0.01% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
6,500
shares
|
$282,880
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
6,496
shares
|
$282,705
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,485
shares
|
$282,227
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
6,446
shares
|
$280,529
0.0% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,429
shares
|
$279,790
0.01% of portfolio
|
Q2 2025
Reduced 33.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,386
shares
|
$277,918
0.0% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$276,961
0.17% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,354
shares
|
$276,526
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 14, 2025 Q3 2025 |
6,324
shares
|
$275,220
0.29% of portfolio
|
Q3 2025
Added 1.93%
|