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 665 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,049,211
shares
|
$42.1 Million
7.37% of portfolio
|
Q2 2025
Reduced 22.52%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
1,046,849
shares
|
$42 Million
3.98% of portfolio
|
Q2 2025
Added 9.19%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
1,040,572
shares
|
$41.8 Million
9.36% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
1,032,627
shares
|
$41.5 Million
3.36% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
1,004,643
shares
|
$40.3 Million
3.12% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
976,480
shares
|
$39.2 Million
0.22% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
939,975
shares
|
$37.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 89.88%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
888,571
shares
|
$35.7 Million
5.11% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
873,178
shares
|
$35.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
854,861
shares
|
$34.3 Million
0.05% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
851,907
shares
|
$34.2 Million
8.9% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
815,601
shares
|
$32.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Unison Advisors LLC
|
May 06, 2025 Q1 2025 |
786,600
shares
|
$31.6 Million
3.64% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
784,307
shares
|
$31.5 Million
1.0% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
777,254
shares
|
$31.2 Million
4.5% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
776,374
shares
|
$31.2 Million
3.11% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
771,340
shares
|
$31 Million
4.97% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
768,864
shares
|
$30.9 Million
1.27% of portfolio
|
Q2 2025
Added 294.82%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
764,957
shares
|
$30.7 Million
7.51% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
697,499
shares
|
$28 Million
5.34% of portfolio
|
Q1 2025
Reduced 15.68%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
685,436
shares
|
$27.5 Million
5.1% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
684,317
shares
|
$27.5 Million
0.04% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
680,895
shares
|
$27.3 Million
0.94% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
677,086
shares
|
$27.2 Million
1.23% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
673,833
shares
|
$27.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 53.53%
|