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 267 institutions that hold shares in the stock, with a total of 58 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
345
shares
|
$12,620
0.0% of portfolio
|
Q4 2022
Reduced 13.32%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
343
shares
|
$12,546
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
333
shares
|
$12,181
0.0% of portfolio
|
Q1 2023
Added 150.38%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
314
shares
|
$11,486
0.0% of portfolio
|
Q4 2024
Added 37.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
300
shares
|
$10,974
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
252
shares
|
$9,218
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
245
shares
|
$8,962
0.0% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
228
shares
|
$8,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
227
shares
|
$8,303
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
215
shares
|
$7,864
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
207
shares
|
$7,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
204
shares
|
$7,462
0.0% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
203
shares
|
$7,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
197
shares
|
$7,206
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
193
shares
|
$7,059
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
187
shares
|
$6,840
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
184
shares
|
$6,730
0.0% of portfolio
|
Q4 2024
Added 116.47%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
174
shares
|
$6,364
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
164
shares
|
$5,999
0.0% of portfolio
|
Q4 2024
Added 45.13%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
161
shares
|
$5,889
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
158
shares
|
$5,779
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
140
shares
|
$5,121
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
139
shares
|
$5,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
136
shares
|
$4,974
0.0% of portfolio
|
Q3 2024
Reduced 90.81%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
136
shares
|
$4,974
0.0% of portfolio
|
Q4 2024
New holding
|