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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,394
shares
|
$521,291
0.0% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
11,991
shares
|
$504,341
0.03% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
11,927
shares
|
$501,649
0.1% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
11,665
shares
|
$490,629
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
11,421
shares
|
$480,367
0.22% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
11,180
shares
|
$470,230
0.24% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
10,050
shares
|
$422,703
0.06% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,988
shares
|
$420,095
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
9,612
shares
|
$404,280
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
9,130
shares
|
$384,007
0.15% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
8,787
shares
|
$369,581
0.04% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
8,754
shares
|
$368,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
8,550
shares
|
$359,613
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,468
shares
|
$356,164
0.2% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
8,402
shares
|
$353,388
0.13% of portfolio
|
Q1 2025
Reduced 6.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,399
shares
|
$353,261
0.0% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
8,343
shares
|
$350,906
0.0% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,980
shares
|
$335,638
0.0% of portfolio
|
Q1 2025
Reduced 32.9%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
7,909
shares
|
$332,652
0.12% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
7,807
shares
|
$328,362
0.0% of portfolio
|
Q1 2025
Added 31.56%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
7,654
shares
|
$321,927
0.18% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
7,623
shares
|
$320,623
0.21% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
7,525
shares
|
$316,501
0.0% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,506
shares
|
$315,702
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,302
shares
|
$307,122
0.14% of portfolio
|
Q2 2024
Reduced 1.63%
|