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 267 institutions that hold shares in the stock, with a total of 57.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
18,526
shares
|
$677,495
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
18,133
shares
|
$663,123
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
17,546
shares
|
$641,657
0.26% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$630,686
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
16,078
shares
|
$587,972
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
15,980
shares
|
$584,388
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,973
shares
|
$584,132
0.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,961
shares
|
$583,693
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,434
shares
|
$564,421
0.08% of portfolio
|
Q2 2023
Reduced 10.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,920
shares
|
$545,624
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
14,843
shares
|
$542,808
0.15% of portfolio
|
Q2 2023
Reduced 1.19%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
14,681
shares
|
$536,884
0.28% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
14,306
shares
|
$523,170
0.04% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
13,925
shares
|
$509,237
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
13,776
shares
|
$503,788
0.14% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
13,746
shares
|
$502,691
0.02% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,288
shares
|
$485,942
0.02% of portfolio
|
Q4 2024
Reduced 87.59%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
13,271
shares
|
$485,320
0.01% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
13,021
shares
|
$476,177
0.0% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
12,924
shares
|
$472,630
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
12,326
shares
|
$450,761
0.0% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,172
shares
|
$445,130
0.37% of portfolio
|
Q2 2024
Added 39.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
11,892
shares
|
$434,890
0.0% of portfolio
|
Q4 2024
Added 23.84%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
11,421
shares
|
$417,665
0.2% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
11,167
shares
|
$408,377
0.03% of portfolio
|
Q4 2024
Reduced 2.87%
|