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 |
|---|---|---|---|---|---|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
178,120
shares
|
$7.75 Million
1.62% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
173,625
shares
|
$7.56 Million
0.1% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
169,728
shares
|
$7.39 Million
4.07% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
164,377
shares
|
$7.15 Million
3.89% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
163,858
shares
|
$7.13 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
163,065
shares
|
$7.1 Million
0.12% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
160,881
shares
|
$7 Million
0.03% of portfolio
|
Q2 2025
Added 157.07%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
158,961
shares
|
$6.92 Million
1.21% of portfolio
|
Q2 2025
New holding
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
157,395
shares
|
$6.85 Million
1.54% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
156,328
shares
|
$6.8 Million
0.15% of portfolio
|
Q2 2025
Added 37.82%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
155,323
shares
|
$6.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 32.13%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
151,570
shares
|
$6.6 Million
3.51% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
149,687
shares
|
$6.51 Million
2.31% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
147,988
shares
|
$6.44 Million
0.13% of portfolio
|
Q2 2025
Added 1254.09%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
147,239
shares
|
$6.41 Million
0.86% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
147,038
shares
|
$6.4 Million
5.0% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
146,960
shares
|
$6.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
146,730
shares
|
$6.39 Million
2.05% of portfolio
|
Q3 2025
Added 60.26%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
141,213
shares
|
$6.15 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
140,709
shares
|
$6.12 Million
1.64% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
139,572
shares
|
$6.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
138,043
shares
|
$6.01 Million
1.49% of portfolio
|
Q3 2025
Added 21.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
136,985
shares
|
$5.96 Million
0.07% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
133,887
shares
|
$5.83 Million
0.04% of portfolio
|
Q2 2025
Added 41.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
133,041
shares
|
$5.79 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.93%
|