SCHWAB FNDMN INTL LRG CO ETF FNDF
$52.74
+1.1% 52w: $37.45 – $54.86
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data37.4546.1654.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
812
+46 QoQ
13F value
$15.20B
+6.8% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$279K calls / — puts
Institutional value by quarter
Number of holders
Who owns FNDF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 143.0M | $7.00B | 1.1% | -2.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 14.6M | $707.7M | 1.6% | -20.9% |
| REGIONS FINANCIAL CORP | Other | 9.2M | $452.4M | 2.9% | +0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.3M | $407.6M | 0.0% | +2.8% |
| MORGAN STANLEY | Bank broker | 6.9M | $336.6M | 0.0% | -20.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 6.1M | $299.5M | 0.2% | +1.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.9M | $289.6M | 0.1% | -1.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 4.0M | $197.8M | 0.3% | +19.0% |
| Auto-Owners Insurance Co | Wealth advisor | 3.6M | $174.7M | 3.7% | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.1M | $152.5M | 0.0% | +20.0% |
| Mountain Capital Investment Advisors Inc. | Wealth advisor | 2.9M | $148.2M | 22.0% | +10.0% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 2.9M | $142.6M | 0.1% | -10.1% |
| Boulay Financial Advisors, LLC | Wealth advisor | 2.7M | $133.3M | 15.3% | +10.7% |
| LPL Financial LLC | Bank broker | 2.7M | $130.9M | 0.0% | +7.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.6M | $126.4M | 0.0% | +17.4% |
| FOSTER & MOTLEY INC | Other | 2.4M | $119.5M | 6.2% | -2.0% |
| Corient Private Wealth LLC | Diversified mechanical | 2.1M | $102.6M | 0.1% | +388.1% |
| FMR LLC | Long only active | 1.7M | $84.6M | 0.0% | -6.5% |
| Cetera Investment Advisers | Wealth advisor | 1.6M | $80.4M | 0.1% | +3.7% |
| UBS Group AG | Bank broker | 1.6M | $77.5M | 0.0% | +12.0% |
| StoneX Group Inc. | Wealth advisor | 1.5M | $73.9M | 4.0% | +12.4% |
| AlphaCore Capital LLC | Wealth advisor | 1.5M | $73.0M | 1.7% | -6.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.4M | $67.6M | 0.1% | +10.7% |
| CVA Family Office, LLC | Wealth advisor | 1.4M | $66.1M | 7.0% | +13.1% |
| Strata Wealth Advisors, LLC | Wealth advisor | 1.2M | $57.8M | 15.8% | -4.8% |
| ALPS ADVISORS INC | Diversified mechanical | 1.2M | $57.6M | 0.3% | +4.1% |
| Nadler Financial Group, Inc. | Wealth advisor | 1.1M | $55.8M | 5.4% | +6.7% |
| Trust Co | Wealth advisor | 1.1M | $55.7M | 5.2% | -0.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $54.6M | 0.0% | +20.9% |
| Capital Advantage, Inc. | Wealth advisor | 1.1M | $54.1M | 7.1% | +0.1% |
| CANANDAIGUA NATIONAL CORP | Other | 1.1M | $52.5M | 4.7% | — |
| Orion Porfolio Solutions, LLC | Wealth advisor | 1.1M | $52.4M | 0.4% | -14.6% |
| Hardy Reed LLC | Wealth advisor | 1.1M | $52.2M | 3.8% | +0.3% |
| Capital Advisors Wealth Management, LLC | Wealth advisor | 1.1M | $51.5M | 6.9% | -2.0% |
| Private Advisor Group, LLC | Wealth advisor | 1.0M | $50.9M | 0.2% | +1.0% |
| Charles Schwab Trust Co | Wealth advisor | 1.0M | $50.4M | 3.3% | -1.5% |
| Verde Capital Management | Wealth advisor | 992.3K | $48.6M | 10.4% | +1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 962.1K | $47.1M | 0.1% | -28.1% |
| Mariner, LLC | Diversified mechanical | 945.9K | $46.3M | 0.1% | +4.8% |
| Focus Partners Wealth | Wealth advisor | 912.7K | $44.7M | 0.0% | +75.1% |
| MFA WEALTH ADVISORS, LLC | Wealth advisor | 902.9K | $44.2M | 8.7% | +0.7% |
| Johnson Bixby & Associates, LLC | Wealth advisor | 875.6K | $42.8M | 5.3% | +2.9% |
| CWM, LLC | Wealth advisor | 813.5K | $39.8M | 0.1% | +4.0% |
| Barry Investment Advisors, LLC | Wealth advisor | 799.4K | $39.1M | 8.6% | +0.7% |
| Unison Advisors LLC | Wealth advisor | 788.2K | $38.6M | 2.9% | +0.9% |
| Focus Financial Network, Inc. | Wealth advisor | 776.4K | $38.0M | 1.4% | +18.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 773.1K | $37.8M | 0.1% | -6.1% |
| Pallas Capital Advisors LLC | Other | 769.6K | $37.7M | 1.4% | -9.9% |
| Arlington Financial Advisors, LLC | Wealth advisor | 759.9K | $37.2M | 5.3% | -6.0% |
| JPMORGAN CHASE & CO | Bank broker | 767.9K | $36.5M | 0.0% | +21.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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