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 |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
525
shares
|
$22,081
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
497
shares
|
$20,903
0.01% of portfolio
|
Q3 2024
Reduced 87.11%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
494
shares
|
$20,777
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
488
shares
|
$20,525
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
486
shares
|
$20,441
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
469
shares
|
$19,726
0.0% of portfolio
|
Q3 2024
Reduced 36.54%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
467
shares
|
$19,642
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
461
shares
|
$19,389
0.0% of portfolio
|
Q1 2025
Added 631.75%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
455
shares
|
$19,137
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
443
shares
|
$18,632
0.01% of portfolio
|
Q1 2025
Reduced 66.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
442
shares
|
$18,590
0.0% of portfolio
|
Q1 2025
Reduced 15.65%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
442
shares
|
$18,590
0.0% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
438
shares
|
$18,422
0.0% of portfolio
|
Q4 2022
Added 35.19%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
392
shares
|
$16,487
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
387
shares
|
$16,277
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
363
shares
|
$15,267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
345
shares
|
$14,510
0.0% of portfolio
|
Q4 2022
Reduced 13.32%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
317
shares
|
$13,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
300
shares
|
$12,618
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
283
shares
|
$11,902
0.0% of portfolio
|
Q1 2025
Reduced 50.35%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
266
shares
|
$11,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
245
shares
|
$10,304
0.0% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
215
shares
|
$9,042
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
204
shares
|
$8,580
0.0% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
197
shares
|
$8,285
0.0% of portfolio
|
Q4 2023
New holding
|