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 265 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 $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
5,061
shares
|
$215,902
0.0% of portfolio
|
Q1 2025
Reduced 52.81%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,737
shares
|
$202,080
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4,608
shares
|
$196,577
0.05% of portfolio
|
Q2 2025
Added 156.86%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,358
shares
|
$185,912
0.01% of portfolio
|
Q1 2025
Reduced 56.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,193
shares
|
$178,873
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,146
shares
|
$176,868
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4,004
shares
|
$170,810
0.0% of portfolio
|
Q1 2025
Added 77.48%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,787
shares
|
$161,553
0.01% of portfolio
|
Q1 2025
Reduced 47.96%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,782
shares
|
$161,340
0.03% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,324
shares
|
$141,801
0.0% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
3,288
shares
|
$140,266
0.0% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,117
shares
|
$132,971
0.0% of portfolio
|
Q1 2025
Added 47.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,056
shares
|
$130,368
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,052
shares
|
$130,198
0.0% of portfolio
|
Q1 2025
Added 75.6%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,680
shares
|
$114,328
0.02% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,531
shares
|
$107,972
0.0% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,487
shares
|
$106,095
0.0% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,468
shares
|
$105,284
0.0% of portfolio
|
Q1 2025
Reduced 98.24%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,031
shares
|
$86,642
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,994
shares
|
$85,064
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,860
shares
|
$79,347
0.0% of portfolio
|
Q1 2025
Added 153.75%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,857
shares
|
$79,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,805
shares
|
$77,001
0.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,724
shares
|
$73,545
0.01% of portfolio
|
Q1 2025
Added 732.85%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,689
shares
|
$72,052
0.03% of portfolio
|
Q3 2022
New holding
|