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 240 institutions that hold shares in the stock, with a total of 59.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
1,794
shares
|
$64,888
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,689
shares
|
$61,091
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$60,548
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,669
shares
|
$60,367
0.0% of portfolio
|
Q3 2024
Added 66.4%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,601
shares
|
$57,908
0.01% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,600
shares
|
$57,872
0.01% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,505
shares
|
$54,435
0.0% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
1,353
shares
|
$48,938
0.01% of portfolio
|
Q3 2024
Reduced 91.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,242
shares
|
$44,923
0.0% of portfolio
|
Q3 2024
Added 20600.0%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,220
shares
|
$44,127
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
962
shares
|
$34,795
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
700
shares
|
$25,319
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
635
shares
|
$22,967
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
635
shares
|
$22,967
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
594
shares
|
$21,484
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
577
shares
|
$20,870
0.0% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
570
shares
|
$20,616
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
525
shares
|
$18,989
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
523
shares
|
$18,916
0.0% of portfolio
|
Q3 2024
Added 75.5%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
497
shares
|
$17,976
0.01% of portfolio
|
Q3 2024
Reduced 87.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
486
shares
|
$17,578
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
482
shares
|
$17,433
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
481
shares
|
$17,397
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
469
shares
|
$16,963
0.0% of portfolio
|
Q3 2024
Reduced 36.54%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
467
shares
|
$16,891
0.01% of portfolio
|
Q2 2024
New holding
|