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 758 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 $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
265,415
shares
|
$11.9 Million
1.36% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
255,939
shares
|
$11.5 Million
1.95% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
253,579
shares
|
$11.4 Million
3.39% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
252,229
shares
|
$11.3 Million
0.34% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
245,243
shares
|
$11 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
245,208
shares
|
$11 Million
2.57% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
243,765
shares
|
$10.9 Million
4.67% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
239,681
shares
|
$10.7 Million
1.52% of portfolio
|
Q3 2025
Added 27.6%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
236,902
shares
|
$10.6 Million
4.94% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
230,924
shares
|
$10.3 Million
7.11% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
229,522
shares
|
$10.3 Million
2.16% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
228,449
shares
|
$10.2 Million
0.21% of portfolio
|
Q3 2025
Added 46.13%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
222,202
shares
|
$9.95 Million
0.7% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
221,795
shares
|
$9.93 Million
2.65% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
221,635
shares
|
$9.93 Million
0.06% of portfolio
|
Q3 2025
Added 65.54%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
216,597
shares
|
$9.7 Million
0.16% of portfolio
|
Q3 2022
Reduced 4.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,975
shares
|
$9.49 Million
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
206,970
shares
|
$9.27 Million
0.15% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
206,372
shares
|
$9.24 Million
2.42% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
204,511
shares
|
$9.16 Million
1.12% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
199,817
shares
|
$8.95 Million
0.17% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
196,712
shares
|
$8.81 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
194,769
shares
|
$8.72 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
190,670
shares
|
$8.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
190,431
shares
|
$8.53 Million
1.62% of portfolio
|
Q3 2025
Added 6.88%
|
|