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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,901
shares
|
$264,364
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
5,693
shares
|
$255,046
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,666
shares
|
$253,836
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
5,486
shares
|
$245,772
0.18% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,433
shares
|
$243,398
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,326
shares
|
$238,604
0.01% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
5,084
shares
|
$227,763
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,062
shares
|
$226,777
0.0% of portfolio
|
Q2 2025
Added 52.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
5,052
shares
|
$226,329
0.01% of portfolio
|
Q2 2025
Added 33.4%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
4,993
shares
|
$223,686
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
4,847
shares
|
$217,145
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,737
shares
|
$212,217
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4,608
shares
|
$206,438
0.05% of portfolio
|
Q2 2025
Added 156.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,146
shares
|
$185,740
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,062
shares
|
$181,977
0.01% of portfolio
|
Q2 2025
Added 23.54%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,035
shares
|
$180,768
0.0% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$169,433
0.03% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,531
shares
|
$113,388
0.0% of portfolio
|
Q2 2025
Reduced 64.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,488
shares
|
$111,462
0.0% of portfolio
|
Q2 2025
Reduced 68.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,487
shares
|
$111,417
0.0% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,445
shares
|
$109,536
0.0% of portfolio
|
Q2 2025
Reduced 38.94%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,286
shares
|
$102,412
0.0% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,235
shares
|
$100,128
0.0% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,232
shares
|
$99,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,003
shares
|
$89,734
0.05% of portfolio
|
Q2 2025
Added 0.45%
|