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 287 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
5,535
shares
|
$246,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
5,497
shares
|
$244,726
0.03% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,459
shares
|
$243,034
0.0% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,433
shares
|
$241,877
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
5,236
shares
|
$233,106
0.01% of portfolio
|
Q3 2025
Reduced 24.74%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,176
shares
|
$230,435
0.01% of portfolio
|
Q3 2025
Reduced 12.95%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,096
shares
|
$226,873
0.01% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,090
shares
|
$226,606
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
5,085
shares
|
$226,384
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
5,069
shares
|
$225,671
0.17% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
4,951
shares
|
$220,418
0.13% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,844
shares
|
$215,654
0.0% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
4,805
shares
|
$213,918
0.03% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,737
shares
|
$210,891
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,672
shares
|
$207,997
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,559
shares
|
$202,966
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,218
shares
|
$187,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$168,374
0.03% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,740
shares
|
$166,504
0.0% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,020
shares
|
$134,450
0.0% of portfolio
|
Q3 2025
Reduced 81.94%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
2,957
shares
|
$131,645
0.0% of portfolio
|
Q3 2025
Added 48.44%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,935
shares
|
$130,666
0.0% of portfolio
|
Q3 2025
Added 20.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,720
shares
|
$121,094
0.0% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,649
shares
|
$117,933
0.0% of portfolio
|
Q3 2025
Reduced 34.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,442
shares
|
$108,717
0.01% of portfolio
|
Q3 2025
Added 168.06%
|
|