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 267 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
135
shares
|
$4,938
0.0% of portfolio
|
Q2 2021
Reduced 97.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
132
shares
|
$4,828
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
124
shares
|
$4,535
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
121
shares
|
$4,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$4,426
0.0% of portfolio
|
Q2 2020
Reduced 90.93%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
118
shares
|
$4,316
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
117
shares
|
$4,279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$3,658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
100
shares
|
$3,658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Feb 13, 2025 Q4 2024 |
94
shares
|
$3,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
92
shares
|
$3,365
0.0% of portfolio
|
Q1 2025
Reduced 18.58%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
89
shares
|
$3,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
85
shares
|
$3,109
0.0% of portfolio
|
Q1 2024
Reduced 22.02%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
82
shares
|
$2,999
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
81
shares
|
$2,962
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
75
shares
|
$2,743
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
75
shares
|
$2,743
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
74
shares
|
$2,706
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
72
shares
|
$2,633
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
63
shares
|
$2,304
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
42
shares
|
$1,536
0.0% of portfolio
|
Q4 2024
Added 1300.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42
shares
|
$1,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
38
shares
|
$1,390
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
35
shares
|
$1,280
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
32
shares
|
$1,170
0.0% of portfolio
|
Q4 2024
New holding
|