Institutional Ownership Schwab Fundamental Intl Small (FNDC)
This table provides information about the institutional ownership of Schwab Fundamental Intl Small (FNDC). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
30,093,504
shares
|
$1.33 Billion
0.23% of portfolio
|
Q1 2025
Added 55.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,605,768
shares
|
$70.8 Million
6.82% of portfolio
|
Q3 2025
Added 121826.2%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
1,002,200
shares
|
$44.2 Million
0.03% of portfolio
|
Q4 2020
Reduced 30.77%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
581,371
shares
|
$25.6 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
579,279
shares
|
$25.5 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
475,762
shares
|
$21 Million
3.48% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
457,228
shares
|
$20.2 Million
0.0% of portfolio
|
Q2 2025
Added 246.3%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
442,029
shares
|
$19.5 Million
0.69% of portfolio
|
Q2 2025
Added 146.76%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
359,575
shares
|
$15.9 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
283,413
shares
|
$12.5 Million
1.73% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
269,824
shares
|
$11.9 Million
3.99% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
268,371
shares
|
$11.8 Million
0.02% of portfolio
|
Q2 2025
Added 4879.98%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
213,889
shares
|
$9.43 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
210,204
shares
|
$9.27 Million
0.65% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
208,838
shares
|
$9.21 Million
1.59% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
205,583
shares
|
$9.06 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
202,994
shares
|
$8.95 Million
4.23% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
199,214
shares
|
$8.78 Million
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
196,313
shares
|
$8.66 Million
2.33% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
193,149
shares
|
$8.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
179,885
shares
|
$7.93 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
174,073
shares
|
$7.67 Million
1.7% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
158,829
shares
|
$7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
153,736
shares
|
$6.78 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
143,595
shares
|
$6.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.31%
|