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 663 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
149,024,446
shares
|
$5.98 Billion
1.03% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
16,921,668
shares
|
$680 Million
1.22% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
11,358,132
shares
|
$456 Million
3.1% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,477,866
shares
|
$260 Million
0.02% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,999,442
shares
|
$241 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
5,785,140
shares
|
$232 Million
0.23% of portfolio
|
Q1 2023
Reduced -0.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,680,450
shares
|
$228 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,898,467
shares
|
$197 Million
0.15% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,561,637
shares
|
$143 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,145,890
shares
|
$126 Million
9.71% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,868,657
shares
|
$115 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.3%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,586,137
shares
|
$104 Million
5.88% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,828,746
shares
|
$73.4 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,731,284
shares
|
$69.5 Million
0.03% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,670,220
shares
|
$67.1 Million
0.97% of portfolio
|
Q4 2022
Reduced 19.22%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
1,494,664
shares
|
$60 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,467,290
shares
|
$58.9 Million
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,455,590
shares
|
$58.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 28.13%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,454,261
shares
|
$58.4 Million
16.34% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,428,631
shares
|
$57.4 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
1,389,907
shares
|
$55.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 36.22%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
1,354,253
shares
|
$54.4 Million
9.02% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,342,999
shares
|
$53.9 Million
0.02% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
1,311,606
shares
|
$52.7 Million
3.0% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,141,979
shares
|
$45.9 Million
5.38% of portfolio
|
Q2 2025
Added 0.18%
|