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 |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
44,893
shares
|
$1.89 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.82%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
41,667
shares
|
$1.75 Million
1.42% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
40,944
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
37,531
shares
|
$1.58 Million
1.08% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
36,601
shares
|
$1.54 Million
0.28% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
35,680
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
35,318
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 24.43%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
34,856
shares
|
$1.47 Million
0.31% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
31,927
shares
|
$1.34 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
30,717
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
29,658
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
29,375
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Added 18.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
28,349
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
26,964
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
26,655
shares
|
$1.12 Million
0.66% of portfolio
|
Q2 2025
Added 18.94%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,559
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2024
Added 379314.28%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
26,191
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 21.16%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
25,902
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.38%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
25,261
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
23,850
shares
|
$1 Million
0.27% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
22,938
shares
|
$964,772
0.01% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,835
shares
|
$918,380
0.18% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
21,497
shares
|
$904,163
0.0% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
21,045
shares
|
$885,152
0.4% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
20,998
shares
|
$883,175
0.29% of portfolio
|
Q2 2025
New holding
|