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 772 institutions that hold shares in the stock, with a total of 312 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
1,304,271
shares
|
$58.4 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
1,298,776
shares
|
$58.2 Million
14.73% of portfolio
|
Q3 2025
Reduced 12.16%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
1,195,046
shares
|
$53.5 Million
6.46% of portfolio
|
Q4 2025
Added 14.66%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
1,158,069
shares
|
$51.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
1,149,491
shares
|
$51.5 Million
4.99% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,103,954
shares
|
$49.4 Million
7.45% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,072,904
shares
|
$48.1 Million
6.96% of portfolio
|
Q4 2025
Added 6.93%
|
|
|
Nadler Financial Group, Inc.
|
Jan 28, 2026 Q4 2025 |
1,068,140
shares
|
$47.8 Million
4.52% of portfolio
|
Q4 2025
Added 2.97%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
1,051,290
shares
|
$47.1 Million
4.08% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
1,045,570
shares
|
$46.8 Million
3.19% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
1,038,667
shares
|
$46.5 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,021,928
shares
|
$45.8 Million
0.05% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,010,835
shares
|
$45.3 Million
0.23% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
940,891
shares
|
$42.1 Million
9.54% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
896,932
shares
|
$40.2 Million
8.83% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
869,264
shares
|
$38.9 Million
0.05% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
854,093
shares
|
$38.3 Million
1.41% of portfolio
|
Q4 2025
Added 6.65%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
851,372
shares
|
$38.1 Million
5.79% of portfolio
|
Q4 2025
Added 4.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
813,170
shares
|
$36.4 Million
0.1% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
808,487
shares
|
$36.2 Million
7.03% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
793,911
shares
|
$35.6 Million
8.06% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
786,310
shares
|
$35.2 Million
0.01% of portfolio
|
Q3 2025
Added 23.0%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
782,249
shares
|
$35 Million
0.1% of portfolio
|
Q4 2025
Added 87.69%
|
|
|
Unison Advisors LLC
|
Jan 20, 2026 Q4 2025 |
781,514
shares
|
$35 Million
3.94% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 29, 2026 Q4 2025 |
746,700
shares
|
$33.4 Million
1.87% of portfolio
|
Q4 2025
Added 8.02%
|
|