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 286 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
13,761
shares
|
$612,639
0.16% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,138
shares
|
$584,903
0.0% of portfolio
|
Q3 2025
Added 83.49%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
13,026
shares
|
$579,917
0.31% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
12,810
shares
|
$570,301
0.36% of portfolio
|
Q3 2025
Added 80.32%
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Nov 04, 2025 Q3 2025 |
12,433
shares
|
$553,517
0.48% of portfolio
|
Q3 2025
Reduced 14.88%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
12,403
shares
|
$552,181
0.37% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
11,927
shares
|
$530,990
0.1% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
11,665
shares
|
$519,325
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
11,446
shares
|
$509,575
0.22% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
10,950
shares
|
$487,494
0.23% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,920
shares
|
$486,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
10,050
shares
|
$447,426
0.06% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,991
shares
|
$444,799
0.02% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,632
shares
|
$428,816
0.01% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
9,612
shares
|
$427,926
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
9,192
shares
|
$409,227
0.03% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
9,130
shares
|
$406,467
0.15% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,799
shares
|
$391,731
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
8,788
shares
|
$391,241
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,771
shares
|
$390,484
0.01% of portfolio
|
Q2 2025
Added 16.85%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,754
shares
|
$389,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
8,691
shares
|
$386,923
0.01% of portfolio
|
Q3 2025
Added 32.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,557
shares
|
$380,957
0.0% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
8,550
shares
|
$380,646
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,356
shares
|
$372,009
0.2% of portfolio
|
Q3 2025
Reduced 1.32%
|
|