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 759 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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
74,583
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2025
Added 325.8%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
74,421
shares
|
$3.33 Million
1.71% of portfolio
|
Q3 2025
Added 12.08%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
73,844
shares
|
$3.31 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
73,276
shares
|
$3.28 Million
0.06% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
73,070
shares
|
$3.27 Million
0.37% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
72,596
shares
|
$3.25 Million
0.18% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
72,063
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
68,859
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Added 129.87%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
68,427
shares
|
$3.06 Million
0.7% of portfolio
|
Q3 2025
Added 193.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
67,728
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
66,839
shares
|
$2.99 Million
0.01% of portfolio
|
Q3 2025
Added 19.68%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
65,445
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 62.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
64,225
shares
|
$2.88 Million
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
63,099
shares
|
$2.83 Million
1.78% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
62,813
shares
|
$2.81 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
62,723
shares
|
$2.81 Million
0.47% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
61,777
shares
|
$2.77 Million
0.48% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
61,480
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
61,270
shares
|
$2.74 Million
0.09% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
59,313
shares
|
$2.66 Million
2.01% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
58,591
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 117.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
58,478
shares
|
$2.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
58,335
shares
|
$2.61 Million
0.12% of portfolio
|
Q3 2025
Added 21.53%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
56,931
shares
|
$2.55 Million
0.56% of portfolio
|
Q3 2025
Added 445.11%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
56,769
shares
|
$2.54 Million
0.18% of portfolio
|
Q3 2025
Added 0.15%
|
|