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 770 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 |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
147,154,832
shares
|
$6.59 Billion
1.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
18,458,748
shares
|
$827 Million
1.26% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Regions Financial Corp
|
Jan 27, 2026 Q4 2025 |
9,160,980
shares
|
$410 Million
2.72% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
7,217,494
shares
|
$323 Million
0.02% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,215,653
shares
|
$278 Million
0.02% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,040,807
shares
|
$271 Million
0.18% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,915,084
shares
|
$265 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
3,242,688
shares
|
$145 Million
0.09% of portfolio
|
Q3 2025
Reduced 24.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,162,371
shares
|
$142 Million
0.29% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,145,890
shares
|
$141 Million
9.71% of portfolio
|
Q3 2022
Added 4.33%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
2,703,000
shares
|
$121 Million
3.04% of portfolio
|
Q3 2025
Reduced 67.64%
|
|
|
Mcia Inc
|
Jan 28, 2026 Q4 2025 |
2,644,572
shares
|
$118 Million
20.06% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
2,491,559
shares
|
$112 Million
6.01% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,467,782
shares
|
$111 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,340,733
shares
|
$105 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,282,898
shares
|
$102 Million
0.03% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,111,952
shares
|
$94.6 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
1,828,746
shares
|
$81.9 Million
4.9% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,729,207
shares
|
$77.5 Million
2.58% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,666,064
shares
|
$74.6 Million
0.01% of portfolio
|
Q3 2025
Added 2149.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,530,314
shares
|
$68.5 Million
0.08% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,428,631
shares
|
$64 Million
0.56% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
1,413,995
shares
|
$63.3 Million
0.01% of portfolio
|
Q4 2025
Added 2.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,384,506
shares
|
$62 Million
0.09% of portfolio
|
Q3 2025
Added 32.52%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
1,343,671
shares
|
$60.2 Million
2.52% of portfolio
|
Q3 2025
Added 1.0%
|
|