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 286 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
24,130
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Nov 12, 2025 Q3 2025 |
21,045
shares
|
$936,923
0.42% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
20,902
shares
|
$930,557
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
20,848
shares
|
$928,152
0.02% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
20,727
shares
|
$922,766
0.58% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
20,164
shares
|
$897,701
0.24% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
19,829
shares
|
$882,787
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
18,907
shares
|
$841,739
0.0% of portfolio
|
Q3 2025
Reduced 35.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
18,873
shares
|
$840,225
0.0% of portfolio
|
Q3 2025
Added 112.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,647
shares
|
$785,644
0.01% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$767,791
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,246
shares
|
$767,791
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,535
shares
|
$736,138
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
16,445
shares
|
$732,131
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
16,262
shares
|
$723,984
0.02% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16,097
shares
|
$716,638
0.04% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Guardian Financial Partners, LLC
|
Oct 09, 2025 Q3 2025 |
15,688
shares
|
$698,429
0.38% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
15,465
shares
|
$688,501
0.0% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,434
shares
|
$687,121
0.08% of portfolio
|
Q2 2023
Reduced 10.26%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Nov 07, 2025 Q3 2025 |
15,081
shares
|
$671,406
0.23% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
14,972
shares
|
$666,553
0.23% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
14,843
shares
|
$660,810
0.15% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Oct 30, 2025 Q3 2025 |
14,500
shares
|
$645,540
0.36% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
14,343
shares
|
$638,550
0.01% of portfolio
|
Q3 2025
Reduced 72.88%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
14,306
shares
|
$636,903
0.03% of portfolio
|
Q4 2024
Added 10.76%
|
|