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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
7,857
shares
|
$351,993
0.13% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
7,689
shares
|
$344,467
0.19% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
7,623
shares
|
$341,510
0.21% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,302
shares
|
$327,129
0.14% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
7,265
shares
|
$325,472
0.02% of portfolio
|
Q2 2025
Added 27.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
7,190
shares
|
$322,112
0.0% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
7,163
shares
|
$320,902
0.04% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,160
shares
|
$320,768
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,140
shares
|
$319,872
0.01% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,104
shares
|
$318,259
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,061
shares
|
$316,332
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,957
shares
|
$311,673
0.01% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
6,684
shares
|
$299,443
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,602
shares
|
$295,769
0.0% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,574
shares
|
$294,515
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,512
shares
|
$291,737
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
6,418
shares
|
$287,526
0.05% of portfolio
|
Q2 2024
Reduced 40.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
6,157
shares
|
$275,833
0.03% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
6,077
shares
|
$272,249
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,062
shares
|
$271,577
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
6,020
shares
|
$269,696
0.08% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
6,020
shares
|
$269,696
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,976
shares
|
$267,724
0.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
5,961
shares
|
$267,052
0.09% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,946
shares
|
$266,380
0.01% of portfolio
|
Q1 2025
Reduced 56.74%
|