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 $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,918
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
40,834
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
36,921
shares
|
$1.34 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
32,315
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
32,163
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
32,077
shares
|
$1.16 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,515
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
30,944
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,482
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
29,200
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 218.85%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
26,851
shares
|
$971,200
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
26,820
shares
|
$970,079
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
26,658
shares
|
$964,219
0.07% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,559
shares
|
$960,639
0.0% of portfolio
|
Q2 2024
Added 379314.28%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
25,488
shares
|
$921,900
0.5% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
24,244
shares
|
$876,905
0.24% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
23,995
shares
|
$867,899
0.0% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
23,020
shares
|
$832,633
0.61% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
21,649
shares
|
$783,044
0.24% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,688
shares
|
$748,284
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
20,670
shares
|
$747,633
0.44% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,783
shares
|
$715,551
0.0% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
19,606
shares
|
$709,149
0.33% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,599
shares
|
$636,555
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$623,787
0.08% of portfolio
|
Q4 2022
New holding
|