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 |
|---|---|---|---|---|---|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
107,915
shares
|
$3.95 Million
2.61% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
106,264
shares
|
$3.89 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
103,571
shares
|
$3.79 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
101,966
shares
|
$3.73 Million
0.92% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
95,897
shares
|
$3.51 Million
0.23% of portfolio
|
Q4 2024
Reduced 59.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
94,608
shares
|
$3.46 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
92,551
shares
|
$3.39 Million
1.07% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
83,320
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
79,394
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
79,089
shares
|
$2.89 Million
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
76,976
shares
|
$2.82 Million
1.0% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
72,461
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
68,178
shares
|
$2.49 Million
0.34% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
67,460
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 50.97%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
63,927
shares
|
$2.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
58,195
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 692.96%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
57,795
shares
|
$2.11 Million
1.24% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
55,985
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
55,637
shares
|
$2.04 Million
0.24% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
54,361
shares
|
$1.99 Million
3.59% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Feb 13, 2025 Q4 2024 |
50,913
shares
|
$1.86 Million
0.47% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50,298
shares
|
$1.84 Million
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
49,364
shares
|
$1.81 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
43,706
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
42,602
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.22%
|