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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
416,785
shares
|
$18.1 Million
0.05% of portfolio
|
Q3 2025
Added 446.66%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
405,048
shares
|
$17.6 Million
1.57% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
403,599
shares
|
$17.6 Million
3.4% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
402,984
shares
|
$17.5 Million
3.61% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
393,841
shares
|
$17.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
387,655
shares
|
$16.9 Million
0.11% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
378,674
shares
|
$16.5 Million
2.03% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
367,541
shares
|
$16 Million
3.39% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
364,328
shares
|
$15.9 Million
0.04% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
363,316
shares
|
$15.8 Million
1.54% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
346,953
shares
|
$15.1 Million
0.43% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
336,871
shares
|
$14.7 Million
3.86% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
329,981
shares
|
$14.4 Million
1.92% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
309,884
shares
|
$13.5 Million
1.49% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
306,689
shares
|
$13.3 Million
0.45% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
304,703
shares
|
$13.3 Million
6.81% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
298,608
shares
|
$13 Million
2.1% of portfolio
|
Q3 2023
Added 4.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
296,933
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
290,875
shares
|
$12.7 Million
6.23% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
275,958
shares
|
$12 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
273,923
shares
|
$11.9 Million
2.26% of portfolio
|
Q2 2025
Added 26.35%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
264,302
shares
|
$11.5 Million
1.37% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
255,939
shares
|
$11.1 Million
1.95% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
252,229
shares
|
$11 Million
0.34% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
247,287
shares
|
$10.8 Million
4.72% of portfolio
|
Q2 2025
Reduced 3.19%
|