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 277 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.85 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
292
shares
|
$13,081
0.01% of portfolio
|
Q2 2025
Reduced 77.64%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
292
shares
|
$13,081
0.0% of portfolio
|
Q2 2025
Reduced 57.0%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
283
shares
|
$12,678
0.0% of portfolio
|
Q1 2025
Reduced 50.35%
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
276
shares
|
$12,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
245
shares
|
$10,976
0.0% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
217
shares
|
$9,721
0.0% of portfolio
|
Q2 2025
New holding
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
215
shares
|
$9,632
0.0% of portfolio
|
Q1 2021
New holding
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
197
shares
|
$8,825
0.0% of portfolio
|
Q4 2023
New holding
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
193
shares
|
$8,646
0.0% of portfolio
|
Q1 2023
New holding
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
188
shares
|
$8,422
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
184
shares
|
$8,243
0.0% of portfolio
|
Q4 2024
Added 116.47%
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
158
shares
|
$7,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
158
shares
|
$7,078
0.0% of portfolio
|
Q2 2025
Added 12.86%
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
136
shares
|
$6,092
0.0% of portfolio
|
Q3 2024
Reduced 90.81%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
135
shares
|
$6,048
0.0% of portfolio
|
Q2 2021
Reduced 97.33%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
132
shares
|
$5,913
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
130
shares
|
$5,824
0.0% of portfolio
|
Q2 2025
Added 2500.0%
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
125
shares
|
$5,600
0.0% of portfolio
|
Q2 2025
Added 0.81%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$5,420
0.0% of portfolio
|
Q2 2020
Reduced 90.93%
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
119
shares
|
$5,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
118
shares
|
$5,286
0.0% of portfolio
|
Q4 2022
New holding
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
117
shares
|
$5,241
0.0% of portfolio
|
Q4 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
114
shares
|
$5,107
0.0% of portfolio
|
Q2 2025
Reduced 34.86%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
113
shares
|
$5,062
0.0% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
103
shares
|
$4,614
0.0% of portfolio
|
Q2 2025
Added 6.19%
|