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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
635
shares
|
$28,448
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$26,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
569
shares
|
$25,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
526
shares
|
$23,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
525
shares
|
$23,520
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
499
shares
|
$22,355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
497
shares
|
$22,265
0.01% of portfolio
|
Q3 2024
Reduced 87.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
486
shares
|
$21,772
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
467
shares
|
$20,921
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
455
shares
|
$20,384
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
443
shares
|
$19,846
0.01% of portfolio
|
Q1 2025
Reduced 66.41%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
442
shares
|
$19,801
0.0% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
442
shares
|
$19,801
0.0% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
438
shares
|
$19,622
0.0% of portfolio
|
Q4 2022
Added 35.19%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
434
shares
|
$19,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
410
shares
|
$18,368
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
392
shares
|
$17,561
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
387
shares
|
$17,337
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
369
shares
|
$16,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
363
shares
|
$16,262
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
345
shares
|
$15,455
0.0% of portfolio
|
Q4 2022
Reduced 13.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
338
shares
|
$15,142
0.0% of portfolio
|
Q2 2025
Reduced 26.68%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
317
shares
|
$14,201
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
300
shares
|
$13,440
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
300
shares
|
$13,440
0.0% of portfolio
|
Q2 2025
New holding
|