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 |
|---|---|---|---|---|---|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
21,045
shares
|
$942,815
0.41% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
20,998
shares
|
$940,710
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,924
shares
|
$937,395
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
20,139
shares
|
$902,227
0.0% of portfolio
|
Q2 2025
Added 30.59%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
20,136
shares
|
$902,092
0.18% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
18,938
shares
|
$848,422
0.54% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$772,620
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,246
shares
|
$772,620
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
17,071
shares
|
$764,780
0.0% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
16,888
shares
|
$756,582
0.0% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
16,720
shares
|
$749,056
0.01% of portfolio
|
Q2 2025
Added 447.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,690
shares
|
$747,712
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
16,577
shares
|
$742,649
0.0% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
16,262
shares
|
$728,537
0.02% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,223
shares
|
$726,790
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
16,215
shares
|
$726,432
0.05% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
15,810
shares
|
$708,288
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,434
shares
|
$691,443
0.08% of portfolio
|
Q2 2023
Reduced 10.26%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
15,410
shares
|
$690,368
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
15,286
shares
|
$684,812
0.28% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
15,175
shares
|
$679,840
0.38% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
15,034
shares
|
$673,523
0.24% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
14,843
shares
|
$664,966
0.15% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
14,763
shares
|
$661,382
0.37% of portfolio
|
Q2 2025
Reduced 26.36%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Aug 05, 2025 Q2 2025 |
14,606
shares
|
$654,348
0.58% of portfolio
|
Q2 2025
Reduced 8.88%
|