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 |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
125,997
shares
|
$5.38 Million
2.78% of portfolio
|
Q4 2023
Reduced 30.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
122,547
shares
|
$5.23 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,711
shares
|
$5.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
111,688
shares
|
$4.76 Million
1.24% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
109,945
shares
|
$4.69 Million
2.02% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
109,207
shares
|
$4.66 Million
2.96% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
108,766
shares
|
$4.64 Million
1.01% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
94,608
shares
|
$4.04 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
92,854
shares
|
$3.96 Million
1.15% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
88,056
shares
|
$3.76 Million
0.1% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
79,518
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
79,314
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
78,581
shares
|
$3.35 Million
0.0% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
64,819
shares
|
$2.77 Million
0.88% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
63,198
shares
|
$2.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
57,316
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
56,789
shares
|
$2.42 Million
0.26% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
55,340
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
54,361
shares
|
$2.32 Million
3.59% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50,298
shares
|
$2.15 Million
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
49,431
shares
|
$2.11 Million
1.07% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
48,367
shares
|
$2.06 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
48,320
shares
|
$2.06 Million
0.25% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
47,360
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
45,282
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 14.55%
|