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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
245,243
shares
|
$10.7 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
245,208
shares
|
$10.7 Million
2.57% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
239,681
shares
|
$10.4 Million
1.52% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
236,902
shares
|
$10.3 Million
4.94% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
234,137
shares
|
$10.2 Million
0.4% of portfolio
|
Q2 2025
Added 107.53%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
233,710
shares
|
$10.2 Million
7.09% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
225,680
shares
|
$9.82 Million
2.98% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
224,165
shares
|
$9.76 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
219,651
shares
|
$9.56 Million
0.7% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
216,597
shares
|
$9.43 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,975
shares
|
$9.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
210,182
shares
|
$9.15 Million
1.22% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
207,510
shares
|
$9.03 Million
0.0% of portfolio
|
Q1 2025
Added 122.89%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
206,372
shares
|
$8.98 Million
2.42% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
202,538
shares
|
$8.81 Million
2.28% of portfolio
|
Q2 2025
Added 54.06%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
200,476
shares
|
$8.72 Million
0.87% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
198,224
shares
|
$8.63 Million
0.18% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
196,712
shares
|
$8.56 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
195,181
shares
|
$8.49 Million
0.02% of portfolio
|
Q2 2025
Added 125.24%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
190,431
shares
|
$8.29 Million
1.62% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
188,977
shares
|
$8.22 Million
3.9% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
187,136
shares
|
$8.14 Million
0.39% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
184,651
shares
|
$8.04 Million
0.62% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
179,350
shares
|
$7.81 Million
0.1% of portfolio
|
Q2 2025
Added 34.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
178,799
shares
|
$7.78 Million
0.06% of portfolio
|
Q2 2025
Added 56.42%
|