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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,924
shares
|
$880,063
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
20,136
shares
|
$846,920
0.18% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
20,048
shares
|
$843,218
0.43% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
19,603
shares
|
$824,502
0.0% of portfolio
|
Q1 2025
Reduced 53.99%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
18,938
shares
|
$796,532
0.54% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
18,262
shares
|
$768,099
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
17,546
shares
|
$737,984
0.27% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,246
shares
|
$725,366
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$725,366
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
16,223
shares
|
$682,339
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,115
shares
|
$677,796
0.0% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
16,029
shares
|
$674,179
0.56% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
15,660
shares
|
$658,659
0.0% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,434
shares
|
$649,154
0.08% of portfolio
|
Q2 2023
Reduced 10.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,421
shares
|
$648,607
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
15,410
shares
|
$648,144
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
15,286
shares
|
$642,929
0.33% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
15,170
shares
|
$638,050
0.02% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
14,843
shares
|
$624,296
0.15% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
14,638
shares
|
$615,674
0.0% of portfolio
|
Q1 2025
Reduced 44.34%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Jul 21, 2025 Q2 2025 |
14,470
shares
|
$608,608
0.39% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
14,306
shares
|
$601,710
0.04% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
13,771
shares
|
$579,208
0.15% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,154
shares
|
$553,257
0.3% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
12,710
shares
|
$534,582
0.38% of portfolio
|
Q2 2025
Added 6.43%
|