Schwab Fndmn Intl LRG Co. ETFFNDFETF
13F holders, Q1 2025 (March 31)612holders +14
75new positions
56sold out
5famous investors
$36.13avg. 13F price*
At the end of Q1 2025, 612 institutions reported holding Schwab Fndmn Intl LRG Co. ETF (FNDF) in their 13F filings, up 14 from Q4 2024. 75 opened new positions and 56 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.4B), Wealth Enhancement Advisory Services, LLC ($583.9M) and Regions Financial Corp. ($410.5M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Fndmn Intl LRG Co. ETF
- CUSIP
- 808524755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $77.3M |
| Exits | 56 | $78.4M |
All 13F filers, Q4 2024 → Q1 2025: 8,192,697 shares bought and 20,272,330 shares sold, net −12,079,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 612 holders
| Charles Schwab Investment Management Inc. | 1.01% | Add +0.7% | 149,024,446 | $5.4B |
| Wealth Enhancement Advisory Services, LLC | 1.12% | Reduce -10.0% | 16,157,846 | $583.9M |
| Regions Financial Corp. | 3.06% | Add +1.5% | 11,358,132 | $410.5M |
| Bank of America Corp. | 0.02% | Add +10.3% | 6,477,866 | $234.1M |
| Wells Fargo & Company | 0.05% | Reduce -2.0% | 5,999,442 | $216.8M |
| Victory Capital Management Inc. | 0.22% | No change | 5,785,140 | $209.1M |
| Morgan Stanley | 0.01% | Reduce -9.1% | 5,680,450 | $205.3M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +6.7% | 4,898,467 | $177.0M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.8% | 3,561,637 | $128.7M |
| Corient Private Wealth LP | 0.17% | Reduce -8.3% | 2,868,657 | $103.7M |
| Foster & Motley Inc. | 5.88% | Reduce -0.2% | 2,586,137 | $93.5M |
| Callan Capital, LLC | 4.89% | Reduce -0.9% | 1,828,746 | $66.1M |
| LPL Financial LLC | 0.02% | Add +10.7% | 1,731,284 | $62.6M |
| Alps Advisors Inc. | 0.31% | Reduce -5.5% | 1,494,664 | $54.0M |
| UBS Group AG | 0.01% | Add +5.0% | 1,467,290 | $53.0M |
| Osaic Holdings, Inc. | 0.12% | Add +39.1% | 1,455,590 | $52.6M |
| Strata Wealth Advisors, LLC | 16.34% | Reduce -1.1% | 1,454,261 | $52.6M |
| Orion Porfolio Solutions, LLC | 0.51% | Reduce -4.8% | 1,428,631 | $51.6M |
| Orion Portfolio Solutions, LLC | 0.51% | Reduce -4.8% | 1,428,631 | $51.6M |
| 1832 Asset Management L.P. | 0.10% | Reduce -36.2% | 1,389,907 | $50.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +50.0% | 1,342,999 | $48.5M |
| StoneX Group Inc. | 2.60% | Add +3.7% | 1,311,606 | $47.4M |
| Capital Advantage, Inc. | 8.20% | No change | 1,354,253 | $45.0M |
| Trust Co | 4.89% | Reduce -6.4% | 1,139,975 | $41.2M |
| Cetera Investment Advisers | 0.08% | Add +24.5% | 1,093,233 | $39.5M |
| Mfa Wealth Advisors, LLC | 9.31% | Add +2.0% | 1,040,572 | $37.6M |
| Hardy Reed LLC | 3.29% | Add +8.5% | 1,032,627 | $37.3M |
| Charles Schwab Trust Co | 3.04% | Add +3.7% | 1,004,643 | $36.3M |
| Private Advisor Group, LLC | 0.21% | Add +5.8% | 976,480 | $35.3M |
| Auto-Owners Insurance Co | 0.92% | Reduce -89.9% | 939,975 | $34.9M |
| Canandaigua National Bank & Trust Co. | 3.47% | Add +6.8% | 958,730 | $34.6M |
| CVA Family Office, LLC | 4.92% | Add +14.9% | 888,571 | $32.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -2.8% | 873,178 | $31.6M |
| Mariner, LLC | 0.05% | Add +5.4% | 854,861 | $30.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -0.8% | 815,601 | $29.5M |
| Verde Capital Management | 8.38% | Add +2.6% | 815,302 | $29.5M |
| Unison Advisors LLC | 3.62% | Reduce -4.8% | 786,600 | $28.4M |
| Johnson Bixby & Associates, LLC | 4.20% | Add +22.8% | 777,254 | $28.1M |
| Nadler Financial Group, Inc. | 3.11% | Add +5.7% | 776,374 | $28.1M |
| Capital Advisors Wealth Management, LLC | 4.92% | Add +32.6% | 771,340 | $27.9M |
| Barry Investment Advisors, LLC | 7.34% | Add +0.6% | 764,957 | $27.6M |
| Dynamic Advisor Solutions LLC | 0.89% | New | 743,814 | $26.9M |
| Arlington Financial Advisors, LLC | 4.43% | Reduce -15.7% | 697,499 | $25.2M |
| Opes Wealth Management LLC | 5.00% | Add +1.4% | 685,436 | $24.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.4% | 684,317 | $24.7M |
| Exencial Wealth Advisors, LLC | 0.91% | Reduce -2.6% | 680,895 | $24.6M |
| Leavell Investment Management, Inc. | 1.21% | Add +2.5% | 677,086 | $24.5M |
| Sequoia Financial Advisors, LLC | 0.19% | Reduce -53.5% | 673,833 | $24.4M |
| Resonant Capital Advisors, LLC | 1.69% | Add +28.0% | 669,986 | $24.2M |
| Bell Investment Advisors, Inc | 4.45% | Reduce -0.7% | 666,235 | $24.1M |
| WESCAP Management Group, Inc. | 5.56% | Reduce -1.1% | 630,849 | $22.8M |
| Keudell/Morrison Wealth Management | 5.33% | Reduce -1.2% | 625,116 | $22.6M |
| Captrust Financial Advisors | 0.06% | Add +38.3% | 621,101 | $22.4M |
| McKinley Carter Wealth Services, Inc. | 1.36% | Reduce -36.0% | 611,538 | $22.1M |
| Focus Financial Network, Inc. | 0.89% | Add +3.0% | 602,643 | $21.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -13.6% | 587,729 | $21.2M |
| Solitude Financial Services | 7.85% | Reduce -2.7% | 559,623 | $20.2M |
| Opus Capital Group, LLC | 2.57% | Reduce -3.0% | 552,630 | $20.0M |
| Tradition Wealth Management, LLC | 1.68% | Add +4.5% | 528,150 | $19.1M |
| Prairiewood Capital, LLC | 7.47% | Add +3.5% | 507,712 | $18.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.66% | Add +4.1% | 465,943 | $17.0M |
| Focus Partners Wealth | 0.04% | Add +1.1% | 463,627 | $16.8M |
| Geneos Wealth Management Inc. | 0.56% | Reduce -0.7% | 459,576 | $16.6M |
| JNBA Financial Advisors | 1.68% | Reduce -19.0% | 448,764 | $16.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -44.6% | 419,417 | $15.2M |
| Seven Springs Wealth Group, LLC | 5.49% | Add +5.3% | 417,097 | $15.1M |
| Creative Planning | 0.01% | Add +7.2% | 416,305 | $15.0M |
| Red Tortoise LLC | 7.69% | Add +0.8% | 407,797 | $14.7M |
| Studio Investment Management LLC | 3.02% | Add +1.3% | 404,504 | $14.6M |
| Cabot Wealth Management Inc. | 1.86% | Reduce -6.5% | 403,306 | $14.6M |
| Moller Wealth Partners | 3.56% | Add +2.3% | 398,795 | $14.4M |
| Savant Capital, LLC | 0.12% | Reduce -3.9% | 398,048 | $14.4M |
| Capital Wealth Management, LLC | 5.97% | Add +3.4% | 397,916 | $14.4M |
| MAI Capital Management | 0.11% | Add +6.0% | 387,655 | $14.0M |
| Howard Financial Services, LTD. | 1.87% | Reduce -8.2% | 381,000 | $13.8M |
| Verum Partners LLC | 3.59% | Add +0.7% | 368,344 | $13.3M |
| Certified Advisory Corp | 1.49% | Reduce -16.7% | 364,175 | $13.2M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -11.5% | 366,580 | $13.0M |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 353,030 | $12.8M |
| BlueSky Wealth Advisors, LLC | 1.95% | Add +0.8% | 348,511 | $12.6M |
| Shilanski & Associates, Inc. | 3.71% | Add +1.8% | 329,199 | $11.9M |
| Beacon Financial Planning, Inc. | 6.67% | Reduce -2.4% | 320,946 | $11.6M |
| Aveo Capital Partners, LLC | 1.93% | Add +60.9% | 308,207 | $11.6M |
| SOA Wealth Advisors, LLC. | 2.34% | Reduce -2.0% | 310,697 | $11.2M |
| CW Advisors, LLC | 0.13% | New | 304,874 | $11.0M |
| HHM Wealth Advisors, LLC | 1.48% | Add +5.3% | 304,183 | $11.0M |
| Arcadia Investment Advisors LLC | 5.90% | Add +1.9% | 291,811 | $10.5M |
| MML Investors Services, LLC | 0.03% | Add +3.3% | 288,837 | $10.4M |
| U.S. Capital Wealth Advisors, LLC | 0.32% | Add +3.8% | 288,826 | $10.4M |
| Von Berge Wealth Management Group, LLC | 6.40% | Reduce -1.0% | 268,826 | $9.9M |
| Cahill Financial Advisors Inc. | 1.28% | Add +3.4% | 260,015 | $9.4M |
| Your Advocates Ltd., LLP | 3.54% | Add +3.3% | 255,434 | $9.2M |
| Collective Family Office LLC | 2.47% | Add +7.0% | 253,162 | $9.1M |
| 1900 Wealth Management LLC | 0.74% | Add +4.5% | 245,445 | $8.9M |
| Aspiriant, LLC | 0.30% | Add +6.8% | 236,233 | $8.5M |
| Bruce G. Allen Investments, LLC | 6.72% | Add +1.4% | 234,840 | $8.5M |
| Summit Financial, LLC | 0.23% | Reduce -6.0% | 228,856 | $8.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -2.3% | 225,756 | $8.2M |
| Cherry Tree Wealth Management, LLC | 1.96% | Add +2.1% | 225,076 | $8.1M |
| FAS Wealth Partners, Inc. | 0.65% | Reduce -1.8% | 219,577 | $7.9M |
"% of holder's portfolio" is FNDF's weight in each manager's 13F, not the share of Schwab Fndmn Intl LRG Co. ETF the manager owns.