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 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
11,141
shares
|
$412,774
0.0% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2025 Q4 2024 |
11,132
shares
|
$412,440
0.28% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
10,806
shares
|
$400,362
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
10,724
shares
|
$397,324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,102
shares
|
$374,279
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
10,025
shares
|
$371,426
0.02% of portfolio
|
Q4 2024
Added 174.51%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
9,612
shares
|
$356,124
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
9,550
shares
|
$353,827
0.05% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
9,505
shares
|
$352,160
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
9,247
shares
|
$342,601
0.13% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,010
shares
|
$333,820
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,847
shares
|
$327,781
0.19% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,845
shares
|
$327,707
0.0% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,754
shares
|
$324,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
8,737
shares
|
$323,705
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
8,582
shares
|
$317,963
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
8,550
shares
|
$316,777
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
8,507
shares
|
$315,184
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
7,909
shares
|
$293,028
0.09% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
7,654
shares
|
$283,580
0.18% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
7,535
shares
|
$279,171
0.18% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,506
shares
|
$278,097
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,302
shares
|
$270,539
0.13% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,277
shares
|
$269,612
0.01% of portfolio
|
Q4 2024
Added 136.34%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
7,163
shares
|
$265,389
0.03% of portfolio
|
Q2 2024
Reduced 9.55%
|