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 |
|---|---|---|---|---|---|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
14,470
shares
|
$648,256
0.39% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
14,306
shares
|
$640,908
0.04% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
13,771
shares
|
$616,940
0.16% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
12,710
shares
|
$569,408
0.38% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
11,927
shares
|
$534,329
0.1% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
11,665
shares
|
$522,591
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
11,446
shares
|
$512,780
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
11,180
shares
|
$500,863
0.24% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
10,349
shares
|
$463,635
0.0% of portfolio
|
Q2 2025
Reduced 60.05%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,133
shares
|
$453,958
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
10,050
shares
|
$450,240
0.06% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,962
shares
|
$446,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,820
shares
|
$439,936
0.0% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
9,612
shares
|
$430,617
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
9,359
shares
|
$419,283
0.03% of portfolio
|
Q2 2025
Reduced 21.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
9,202
shares
|
$412,249
0.0% of portfolio
|
Q2 2025
Added 27.36%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
9,130
shares
|
$409,024
0.15% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,902
shares
|
$398,809
0.0% of portfolio
|
Q2 2025
Added 31.34%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,864
shares
|
$397,107
0.0% of portfolio
|
Q2 2025
Added 259.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
8,788
shares
|
$393,702
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,771
shares
|
$392,940
0.01% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
8,754
shares
|
$392,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,550
shares
|
$383,040
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,468
shares
|
$379,366
0.2% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
7,909
shares
|
$354,323
0.12% of portfolio
|
Q4 2024
Reduced 9.4%
|