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 287 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 |
|---|---|---|---|---|---|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
7,909
shares
|
$352,108
0.08% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
7,720
shares
|
$343,694
0.01% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
7,689
shares
|
$342,314
0.19% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,675
shares
|
$341,691
0.0% of portfolio
|
Q3 2025
Reduced 25.84%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
7,623
shares
|
$339,375
0.21% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,593
shares
|
$338,040
0.0% of portfolio
|
Q3 2025
Added 83.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
7,577
shares
|
$337,328
0.03% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
7,570
shares
|
$337,016
0.12% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,542
shares
|
$335,769
0.0% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
7,302
shares
|
$325,085
0.14% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
7,163
shares
|
$318,896
0.04% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,094
shares
|
$315,824
0.01% of portfolio
|
Q3 2025
Added 24.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,070
shares
|
$314,756
0.0% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
7,066
shares
|
$314,578
0.0% of portfolio
|
Q3 2025
Reduced 23.21%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
7,061
shares
|
$314,355
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
6,684
shares
|
$297,571
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,602
shares
|
$293,921
0.0% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
6,527
shares
|
$290,582
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
6,418
shares
|
$285,729
0.06% of portfolio
|
Q2 2024
Reduced 40.31%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
6,051
shares
|
$269,390
0.03% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,976
shares
|
$266,051
0.02% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
5,961
shares
|
$265,383
0.09% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
5,912
shares
|
$263,202
0.07% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,800
shares
|
$258,216
0.01% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
5,678
shares
|
$252,784
0.07% of portfolio
|
Q3 2025
Reduced 5.68%
|
|