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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
464
shares
|
$16,782
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
455
shares
|
$16,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
438
shares
|
$15,842
0.0% of portfolio
|
Q4 2022
Added 35.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
415
shares
|
$15,010
0.0% of portfolio
|
Q1 2024
Reduced 36.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
392
shares
|
$14,178
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
387
shares
|
$13,997
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
345
shares
|
$12,478
0.0% of portfolio
|
Q4 2022
Reduced 13.32%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
343
shares
|
$12,406
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
334
shares
|
$12,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
333
shares
|
$12,044
0.0% of portfolio
|
Q1 2023
Added 150.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
300
shares
|
$10,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
269
shares
|
$9,729
0.0% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
252
shares
|
$9,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
245
shares
|
$8,861
0.0% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
229
shares
|
$8,282
0.0% of portfolio
|
Q3 2024
Added 86.18%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
228
shares
|
$8,246
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
227
shares
|
$8,210
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
218
shares
|
$7,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
215
shares
|
$7,776
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
204
shares
|
$7,378
0.0% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
197
shares
|
$7,125
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
193
shares
|
$6,980
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
182
shares
|
$6,582
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
158
shares
|
$5,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
140
shares
|
$5,063
0.0% of portfolio
|
Q3 2022
New holding
|