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 715 institutions that hold shares in the stock, with a total of 309 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
146,664,554
shares
|
$6.08 Billion
1.05% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,921,668
shares
|
$701 Million
1.22% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
9,708,841
shares
|
$402 Million
2.73% of portfolio
|
Q2 2025
Reduced 14.52%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
8,353,000
shares
|
$346 Million
7.68% of portfolio
|
Q2 2025
Added 788.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,935,287
shares
|
$287 Million
0.02% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,052,588
shares
|
$251 Million
0.05% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,955,383
shares
|
$247 Million
0.18% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,929,210
shares
|
$246 Million
0.02% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,203,830
shares
|
$216 Million
0.27% of portfolio
|
Q2 2025
Added 81.4%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
4,289,070
shares
|
$178 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,145,890
shares
|
$130 Million
9.71% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,803,273
shares
|
$116 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,611,073
shares
|
$108 Million
0.24% of portfolio
|
Q2 2025
Added 320.39%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
2,522,946
shares
|
$105 Million
5.83% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,218,104
shares
|
$91.9 Million
0.03% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,107,947
shares
|
$87.4 Million
0.03% of portfolio
|
Q2 2025
Added 56.96%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,828,746
shares
|
$75.8 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,710,588
shares
|
$70.9 Million
2.69% of portfolio
|
Q2 2025
Added 28780.43%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,478,580
shares
|
$61.3 Million
16.31% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,436,472
shares
|
$59.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,433,071
shares
|
$59.4 Million
0.11% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,428,631
shares
|
$59.2 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,398,508
shares
|
$58 Million
0.1% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
1,330,407
shares
|
$55.1 Million
2.59% of portfolio
|
Q2 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
1,158,849
shares
|
$48 Million
0.27% of portfolio
|
Q2 2025
Reduced 22.47%
|