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 240 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
125,997
shares
|
$4.43 Million
2.78% of portfolio
|
Q4 2023
Reduced 30.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
121,299
shares
|
$4.27 Million
0.93% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,711
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
107,066
shares
|
$3.77 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
104,270
shares
|
$3.67 Million
2.81% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
94,608
shares
|
$3.33 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
88,517
shares
|
$3.11 Million
0.84% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
87,629
shares
|
$3.08 Million
1.13% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
82,467
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
78,920
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
77,683
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
72,424
shares
|
$2.55 Million
0.43% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
67,531
shares
|
$2.38 Million
0.98% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,023
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
65,867
shares
|
$2.32 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
63,935
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
61,361
shares
|
$2.16 Million
0.29% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
56,215
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
55,137
shares
|
$1.94 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
54,797
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
51,463
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
51,416
shares
|
$1.81 Million
1.27% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50,298
shares
|
$1.77 Million
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
44,683
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
43,668
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 316.28%
|