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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
4,072
shares
|
$177,213
0.0% of portfolio
|
Q4 2024
Added 802.88%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
4,046
shares
|
$176,081
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,040
shares
|
$175,820
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,937
shares
|
$171,338
0.0% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,715
shares
|
$161,676
0.01% of portfolio
|
Q3 2022
Added 102.23%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,652
shares
|
$158,935
0.08% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,567
shares
|
$155,235
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,554
shares
|
$154,670
0.01% of portfolio
|
Q3 2025
Added 141.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,453
shares
|
$150,274
0.0% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
3,329
shares
|
$144,878
0.05% of portfolio
|
Q1 2025
Added 86.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
3,160
shares
|
$137,523
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
3,146
shares
|
$136,913
0.03% of portfolio
|
Q3 2025
Reduced 41.76%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
2,800
shares
|
$121,856
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
2,750
shares
|
$119,680
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
2,745
shares
|
$119,462
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,524
shares
|
$109,844
0.26% of portfolio
|
Q2 2025
Added 120.24%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
2,422
shares
|
$105,405
0.05% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,322
shares
|
$101,053
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
2,312
shares
|
$100,618
0.04% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,234
shares
|
$97,223
0.02% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
2,230
shares
|
$97,049
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,116
shares
|
$92,088
0.0% of portfolio
|
Q1 2025
Added 11.02%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,085
shares
|
$90,739
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,053
shares
|
$89,346
0.03% of portfolio
|
Q3 2025
Added 57.56%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,011
shares
|
$87,518
0.0% of portfolio
|
Q2 2025
Reduced 49.26%
|