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 $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
16,851
shares
|
$592,986
0.39% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,836
shares
|
$557,268
0.18% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,708
shares
|
$552,764
0.0% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,434
shares
|
$543,122
0.08% of portfolio
|
Q2 2023
Reduced 10.26%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
15,410
shares
|
$542,277
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
15,127
shares
|
$532,319
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
14,843
shares
|
$522,325
0.15% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
13,438
shares
|
$472,883
0.0% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
13,296
shares
|
$467,886
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Upper Left Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
12,172
shares
|
$428,332
0.4% of portfolio
|
Q2 2024
Added 39.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,910
shares
|
$419,112
0.0% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
11,734
shares
|
$412,919
0.01% of portfolio
|
Q3 2024
Reduced 20.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
11,497
shares
|
$404,579
0.04% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
11,268
shares
|
$396,520
0.22% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
10,806
shares
|
$380,263
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
10,568
shares
|
$371,887
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
10,061
shares
|
$354,046
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Guardian Financial Partners, LLC
|
Oct 31, 2024 Q3 2024 |
9,848
shares
|
$346,551
0.29% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,744
shares
|
$342,891
0.0% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
9,612
shares
|
$338,246
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
9,603
shares
|
$337,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
9,550
shares
|
$336,064
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
9,505
shares
|
$334,480
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
9,248
shares
|
$325,437
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,090
shares
|
$319,877
0.0% of portfolio
|
Q3 2024
Added 6.49%
|