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 |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
125,997
shares
|
$5.64 Million
2.78% of portfolio
|
Q4 2023
Reduced 30.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
122,547
shares
|
$5.49 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
120,515
shares
|
$5.4 Million
1.39% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,711
shares
|
$5.36 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
110,901
shares
|
$4.97 Million
2.25% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
109,207
shares
|
$4.89 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
108,766
shares
|
$4.87 Million
1.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
94,608
shares
|
$4.24 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
92,854
shares
|
$4.16 Million
1.15% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
88,958
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
85,414
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
80,670
shares
|
$3.61 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
79,314
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
64,808
shares
|
$2.9 Million
1.42% of portfolio
|
Q2 2025
Added 31.11%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
62,524
shares
|
$2.8 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
61,019
shares
|
$2.73 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
58,463
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
56,943
shares
|
$2.55 Million
0.29% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
55,588
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2025
Added 106.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
52,878
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
52,708
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
52,591
shares
|
$2.36 Million
0.25% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
50,860
shares
|
$2.28 Million
0.27% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50,298
shares
|
$2.25 Million
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
49,435
shares
|
$2.21 Million
3.38% of portfolio
|
Q2 2025
Reduced 9.06%
|