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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
7,225
shares
|
$303,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
7,163
shares
|
$301,275
0.04% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,161
shares
|
$301,191
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
7,140
shares
|
$300,308
0.01% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,104
shares
|
$298,794
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,061
shares
|
$296,985
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
6,957
shares
|
$292,611
0.01% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,778
shares
|
$285,082
0.0% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
6,684
shares
|
$281,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
6,574
shares
|
$276,502
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
6,418
shares
|
$269,941
0.05% of portfolio
|
Q2 2024
Reduced 40.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
6,130
shares
|
$257,827
0.03% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,062
shares
|
$254,967
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
6,061
shares
|
$254,925
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
6,020
shares
|
$253,201
0.08% of portfolio
|
Q2 2025
Reduced 14.55%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,001
shares
|
$252,402
0.02% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,946
shares
|
$250,088
0.01% of portfolio
|
Q1 2025
Reduced 56.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
5,901
shares
|
$248,196
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,868
shares
|
$246,808
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,684
shares
|
$239,069
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
5,666
shares
|
$238,311
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,610
shares
|
$235,956
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
5,486
shares
|
$230,741
0.18% of portfolio
|
Q2 2025
Reduced 16.56%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,433
shares
|
$228,511
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,223
shares
|
$219,679
0.0% of portfolio
|
Q1 2025
Reduced 11.77%
|