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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
685,486
shares
|
$29.8 Million
4.78% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
684,534
shares
|
$29.8 Million
1.78% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
681,707
shares
|
$29.7 Million
1.25% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
664,051
shares
|
$28.9 Million
6.18% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
649,746
shares
|
$28.3 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
639,290
shares
|
$27.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
634,849
shares
|
$27.6 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
631,963
shares
|
$27.5 Million
5.99% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
615,345
shares
|
$26.8 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
584,198
shares
|
$25.4 Million
1.36% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Solitude Financial Services
|
Jul 23, 2025 Q2 2025 |
554,053
shares
|
$24.1 Million
8.05% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
536,476
shares
|
$23.3 Million
2.57% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
529,291
shares
|
$23 Million
0.0% of portfolio
|
Q2 2025
Added 26.2%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
523,101
shares
|
$22.8 Million
7.47% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
510,193
shares
|
$22.2 Million
1.8% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
506,488
shares
|
$22 Million
2.43% of portfolio
|
Q2 2025
Added 25.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
498,693
shares
|
$21.7 Million
0.2% of portfolio
|
Q2 2025
Added 63.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
481,654
shares
|
$21 Million
0.61% of portfolio
|
Q4 2023
New holding
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
480,682
shares
|
$20.9 Million
7.7% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
458,170
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
441,260
shares
|
$19.2 Million
4.47% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
433,047
shares
|
$18.8 Million
0.42% of portfolio
|
Q2 2025
Added 4932.5%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
421,625
shares
|
$18.3 Million
6.31% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
421,232
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
420,994
shares
|
$18.3 Million
7.93% of portfolio
|
Q3 2025
Added 2.13%
|