DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FNDF

SCHWAB FNDMN INTL LRG CO ETF

877 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·877 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$11.3B
visible holders
Holders
877
filers reporting
Concentration
61.87%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

877 institutions reported FNDF in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 61.9% of the visible book.

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 2026
02
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$859M16.4M1.44%Q2 2026
03
REGIONS FINANCIAL CORP
CIK 0001281761
$452M9.2M2.94%Q1 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$408M8.3M0.03%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$337M6.9M0.02%Q1 2026
06
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$299M6.1M0.18%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$290M5.9M0.05%Q1 2026
08
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$198M4.0M0.35%Q1 2026
09
Mountain Capital Investment Advisors Inc.
CIK 0001714506
$154M2.9M21.95%Q2 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$152M3.1M0.04%Q1 2026
11
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$143M2.9M0.09%Q1 2026
12
Auto-Owners Insurance Co
CIK 0001964189
$143M2.7M3.22%Q2 2026
13
Boulay Financial Advisors, LLC
CIK 0002056342
$133M2.7M15.30%Q1 2026
14
LPL Financial LLC
CIK 0001403438
$131M2.7M0.03%Q1 2026
15
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$126M2.6M0.03%Q1 2026
16
FOSTER & MOTLEY INC
CIK 0001163902
$120M2.4M6.17%Q1 2026
17
Corient Private Wealth LLC
CIK 0001948780
$103M2.1M0.15%Q1 2026
18
Orion Portfolio Solutions, LLC
CIK 0001802647
$101M2.9M0.50%Q1 2025
19
FMR LLC
CIK 0000315066
$85M1.7M0.00%Q1 2026
20
Cetera Investment Advisers
CIK 0001666741
$80M1.6M0.09%Q1 2026
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