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 |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,252
shares
|
$54,487
0.0% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$52,224
0.0% of portfolio
|
Q3 2023
Reduced 88.78%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,193
shares
|
$51,919
0.03% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,185
shares
|
$51,571
0.01% of portfolio
|
Q3 2024
Added 54.1%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,167
shares
|
$50,787
0.01% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,153
shares
|
$50,178
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
1,121
shares
|
$48,785
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,114
shares
|
$48,481
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,107
shares
|
$48,176
0.01% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,077
shares
|
$46,871
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,046
shares
|
$45,521
0.0% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,031
shares
|
$44,869
0.0% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
955
shares
|
$41,561
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
941
shares
|
$40,952
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
910
shares
|
$39,603
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
905
shares
|
$39,385
0.0% of portfolio
|
Q3 2024
Added 99.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
884
shares
|
$38,471
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
864
shares
|
$37,601
0.05% of portfolio
|
Q4 2022
Reduced 66.95%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
814
shares
|
$35,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
800
shares
|
$34,816
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
762
shares
|
$33,162
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
757
shares
|
$32,944
0.01% of portfolio
|
Q3 2025
Added 109.7%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
755
shares
|
$32,857
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
728
shares
|
$31,682
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
725
shares
|
$31,552
0.0% of portfolio
|
Q4 2023
New holding
|