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 232 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
3,385
shares
|
$125,752
0.0% of portfolio
|
Q2 2024
Reduced 29.95%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
3,056
shares
|
$113,530
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
2,861
shares
|
$106,286
0.02% of portfolio
|
Q2 2024
Added 10.85%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
2,732
shares
|
$101,493
0.01% of portfolio
|
Q2 2024
Added 28.08%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
2,691
shares
|
$99,970
0.0% of portfolio
|
Q2 2024
Added 5880.0%
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
2,549
shares
|
$94,695
0.01% of portfolio
|
Q2 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
2,301
shares
|
$85,482
0.0% of portfolio
|
Q1 2024
Added 9.62%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
2,043
shares
|
$75,897
0.06% of portfolio
|
Q4 2023
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
2,031
shares
|
$75,451
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,945
shares
|
$72,256
0.0% of portfolio
|
Q2 2024
Added 3.62%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
1,925
shares
|
$71,513
0.04% of portfolio
|
Q4 2023
Added 2.28%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,923
shares
|
$71,439
0.01% of portfolio
|
Q2 2024
Added 3.22%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1,887
shares
|
$70,102
0.0% of portfolio
|
Q2 2024
Added 10.54%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
1,788
shares
|
$66,424
0.02% of portfolio
|
Q4 2023
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,703
shares
|
$63,266
0.0% of portfolio
|
Q2 2024
Added 1170.9%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
1,694
shares
|
$62,932
0.01% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,689
shares
|
$62,746
0.03% of portfolio
|
Q3 2022
New holding
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
1,674
shares
|
$62,189
0.05% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,583
shares
|
$58,808
0.0% of portfolio
|
Q3 2023
Reduced 5.49%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
1,480
shares
|
$54,982
0.0% of portfolio
|
Q2 2024
Added 8605.88%
|
|
Cardinal Strategic Wealth Guidance
|
Jul 22, 2024 Q2 2024 |
1,455
shares
|
$54,053
0.02% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,302
shares
|
$48,369
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,215
shares
|
$45,137
0.0% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
1,078
shares
|
$40,047
0.0% of portfolio
|
Q2 2024
Reduced 52.02%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,003
shares
|
$37,261
0.0% of portfolio
|
Q2 2024
Reduced 3.65%
|