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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,161
shares
|
$265,315
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
7,104
shares
|
$263,203
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,090
shares
|
$262,684
0.0% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,061
shares
|
$261,610
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,045
shares
|
$261,017
0.08% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,649
shares
|
$246,345
0.0% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,418
shares
|
$237,786
0.05% of portfolio
|
Q2 2024
Reduced 40.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
6,130
shares
|
$227,116
0.03% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
6,047
shares
|
$224,041
0.0% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,001
shares
|
$222,337
0.02% of portfolio
|
Q2 2024
Added 3.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,934
shares
|
$219,854
0.0% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,920
shares
|
$219,335
0.0% of portfolio
|
Q4 2024
Reduced 30.2%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5,773
shares
|
$213,889
0.04% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,359
shares
|
$161,500
0.0% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
3,953
shares
|
$146,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$140,123
0.03% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,746
shares
|
$138,789
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,694
shares
|
$136,862
0.0% of portfolio
|
Q4 2024
Added 68.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,278
shares
|
$121,449
0.0% of portfolio
|
Q4 2024
Reduced 38.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,056
shares
|
$113,224
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,860
shares
|
$105,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,349
shares
|
$87,030
0.01% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,348
shares
|
$86,993
0.0% of portfolio
|
Q4 2024
Reduced 52.37%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,256
shares
|
$83,584
0.0% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,109
shares
|
$78,138
0.0% of portfolio
|
Q4 2024
Reduced 28.87%
|