13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
FNDF

SCHWAB FNDMN INTL LRG CO ETF

860 institutions still hold SCHWAB FNDMN INTL LRG CO ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524755·Exchange Traded Fund·860 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$11.1B
66.0% inst. owned
of float
Holders
860
+139 QoQ
filers reporting
Activity
+8 / −34
+968 added · −915 reduced
this quarter
Concentration
62.80%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

860 institutions reported FNDF in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 62.8% of the visible book. +139 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$7.0B143.0M1.07%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$708M14.6M1.44%Q1 202603
REGIONS FINANCIAL CORP
CIK 0001281761
$452M9.2M2.94%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$408M8.3M0.03%Q1 202605
MORGAN STANLEY
CIK 0000895421
$337M6.9M0.02%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$299M6.1M0.18%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$290M5.9M0.05%Q1 202608
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$198M4.0M0.35%Q1 202609
Auto-Owners Insurance Co
CIK 0001964189
$175M3.6M3.66%Q1 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$152M3.1M0.04%Q1 202611
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$148M2.9M22.00%Q1 202612
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$143M2.9M0.09%Q1 202613
Boulay Financial Advisors, LLC
CIK 0002056342
$133M2.7M15.30%Q1 202614
LPL Financial LLC
CIK 0001403438
$131M2.7M0.03%Q1 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$126M2.6M0.03%Q1 202616
Corient Private Wealth LLC
CIK 0001948780
$103M2.1M0.15%Q1 202617
Orion Portfolio Solutions, LLC
CIK 0001802647
$101M2.9M0.50%Q1 202518
FMR LLC
CIK 0000315066
$85M1.7M0.00%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$80M1.6M0.09%Q1 202620
UBS Group AG
CIK 0001610520
$77M1.6M0.01%Q1 2026
Page 1 of 43
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