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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,086
shares
|
$76,285
0.0% of portfolio
|
Q4 2024
Reduced 43.07%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,036
shares
|
$74,456
0.0% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,031
shares
|
$74,273
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,994
shares
|
$72,920
0.04% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,929
shares
|
$70,543
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1,794
shares
|
$65,606
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,785
shares
|
$65,277
0.0% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,689
shares
|
$61,766
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
1,674
shares
|
$61,218
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,606
shares
|
$58,731
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,587
shares
|
$58,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,578
shares
|
$57,707
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,489
shares
|
$54,452
0.0% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,405
shares
|
$51,380
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,370
shares
|
$50,100
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$48,894
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
1,319
shares
|
$48,235
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
1,306
shares
|
$47,760
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,222
shares
|
$44,688
0.0% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,040
shares
|
$38,032
0.0% of portfolio
|
Q4 2024
Added 377.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
965
shares
|
$35,290
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
922
shares
|
$33,717
0.0% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
848
shares
|
$31,011
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
733
shares
|
$26,805
0.0% of portfolio
|
Q4 2024
Added 1185.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
700
shares
|
$25,599
0.0% of portfolio
|
Q2 2023
New holding
|