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 |
|---|---|---|---|---|---|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
66,398
shares
|
$2.89 Million
1.54% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
64,225
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
64,024
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
62,965
shares
|
$2.74 Million
1.38% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
62,723
shares
|
$2.73 Million
0.47% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
62,059
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,480
shares
|
$2.68 Million
0.01% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
61,270
shares
|
$2.67 Million
0.09% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
60,799
shares
|
$2.65 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
59,313
shares
|
$2.58 Million
2.01% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,591
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Added 117.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
58,478
shares
|
$2.54 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
58,335
shares
|
$2.54 Million
0.12% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
57,698
shares
|
$2.51 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
56,931
shares
|
$2.48 Million
0.56% of portfolio
|
Q3 2025
Added 445.11%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
56,769
shares
|
$2.47 Million
0.18% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
56,750
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Added 44.7%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
55,847
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
55,006
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 105.2%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
54,861
shares
|
$2.39 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
54,106
shares
|
$2.35 Million
0.96% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
52,894
shares
|
$2.3 Million
0.72% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
52,437
shares
|
$2.28 Million
0.92% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
51,987
shares
|
$2.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,386
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2025
Added 0.47%
|