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 264 institutions that hold shares in the stock, with a total of 57.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
193
shares
|
$8,117
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
193
shares
|
$8,117
0.0% of portfolio
|
Q1 2025
Added 915.79%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
188
shares
|
$7,907
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
184
shares
|
$7,739
0.0% of portfolio
|
Q4 2024
Added 116.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
175
shares
|
$7,360
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
158
shares
|
$6,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
158
shares
|
$6,645
0.0% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
136
shares
|
$5,720
0.0% of portfolio
|
Q3 2024
Reduced 90.81%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
135
shares
|
$5,678
0.0% of portfolio
|
Q2 2021
Reduced 97.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
132
shares
|
$5,551
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
124
shares
|
$5,215
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
121
shares
|
$5,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$5,089
0.0% of portfolio
|
Q2 2020
Reduced 90.93%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
118
shares
|
$4,963
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
117
shares
|
$4,921
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
98
shares
|
$4,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
97
shares
|
$4,079
0.0% of portfolio
|
Q1 2025
Added 870.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
92
shares
|
$3,869
0.0% of portfolio
|
Q1 2025
Added 666.67%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
85
shares
|
$3,575
0.0% of portfolio
|
Q1 2024
Reduced 22.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
78
shares
|
$3,280
0.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
75
shares
|
$3,154
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
55
shares
|
$2,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
44
shares
|
$1,850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
42
shares
|
$1,766
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
42
shares
|
$1,766
0.0% of portfolio
|
Q4 2024
Added 1300.0%
|