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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,674
shares
|
$70,408
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,671
shares
|
$70,282
0.0% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,489
shares
|
$62,627
0.0% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,402
shares
|
$58,968
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,357
shares
|
$57,075
0.0% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,357
shares
|
$57,075
0.01% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,321
shares
|
$55,561
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,306
shares
|
$54,930
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
1,164
shares
|
$48,957
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
922
shares
|
$38,779
0.0% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
911
shares
|
$38,316
0.0% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
893
shares
|
$37,559
0.0% of portfolio
|
Q1 2025
Added 1140.28%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
848
shares
|
$35,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
700
shares
|
$29,442
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
698
shares
|
$29,357
0.0% of portfolio
|
Q1 2025
Reduced 81.1%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
698
shares
|
$29,357
0.0% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
679
shares
|
$28,558
0.0% of portfolio
|
Q1 2025
Added 47.93%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
671
shares
|
$28,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
664
shares
|
$27,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
635
shares
|
$26,708
0.0% of portfolio
|
Q2 2025
Reduced 90.95%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
635
shares
|
$26,708
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
600
shares
|
$25,236
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
600
shares
|
$25,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
569
shares
|
$23,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
526
shares
|
$22,123
0.0% of portfolio
|
Q4 2024
New holding
|