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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
47,009
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
45,742
shares
|
$2.05 Million
1.63% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
43,160
shares
|
$1.93 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
40,944
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
40,355
shares
|
$1.81 Million
0.46% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
39,507
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
38,023
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
37,096
shares
|
$1.66 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,601
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
35,227
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
33,615
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
32,866
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
31,972
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.27%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
31,927
shares
|
$1.43 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
29,375
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
28,259
shares
|
$1.27 Million
1.1% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
27,452
shares
|
$1.23 Million
0.26% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
26,854
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
26,655
shares
|
$1.19 Million
0.66% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,559
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Added 379314.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
26,191
shares
|
$1.17 Million
0.07% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
23,468
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
22,564
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,835
shares
|
$978,207
0.18% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
21,597
shares
|
$967,545
0.0% of portfolio
|
Q2 2025
Added 0.47%
|