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 252 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
125,997
shares
|
$4.45 Million
2.78% of portfolio
|
Q4 2023
Reduced 30.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,711
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
107,915
shares
|
$3.81 Million
2.61% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
107,066
shares
|
$3.78 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
106,264
shares
|
$3.75 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
95,897
shares
|
$3.39 Million
0.23% of portfolio
|
Q4 2024
Reduced 59.51%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
94,608
shares
|
$3.34 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
92,551
shares
|
$3.27 Million
1.07% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
89,216
shares
|
$3.15 Million
0.8% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
82,467
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
78,920
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
77,683
shares
|
$2.74 Million
0.04% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
76,976
shares
|
$2.72 Million
1.0% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
72,424
shares
|
$2.56 Million
0.43% of portfolio
|
Q3 2024
Added 28.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
66,023
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
63,935
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
63,927
shares
|
$2.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
57,795
shares
|
$2.04 Million
1.24% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
56,215
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.35%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Feb 05, 2025 Q4 2024 |
56,201
shares
|
$1.99 Million
3.87% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
55,637
shares
|
$1.97 Million
0.24% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
55,137
shares
|
$1.95 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
54,797
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50,298
shares
|
$1.78 Million
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
49,364
shares
|
$1.74 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.08%
|