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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
698
shares
|
$25,525
0.0% of portfolio
|
Q4 2024
Added 20.97%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
671
shares
|
$24,538
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
664
shares
|
$24,282
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
635
shares
|
$23,221
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
635
shares
|
$23,221
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
570
shares
|
$20,844
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
526
shares
|
$19,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
525
shares
|
$19,199
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
524
shares
|
$19,162
0.0% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
497
shares
|
$18,175
0.01% of portfolio
|
Q3 2024
Reduced 87.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
486
shares
|
$17,773
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
481
shares
|
$17,590
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
477
shares
|
$17,443
0.01% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
470
shares
|
$17,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
469
shares
|
$17,151
0.0% of portfolio
|
Q3 2024
Reduced 36.54%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
467
shares
|
$17,078
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
463
shares
|
$16,931
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
459
shares
|
$16,785
0.0% of portfolio
|
Q4 2024
Reduced 22.73%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
455
shares
|
$16,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
438
shares
|
$16,017
0.0% of portfolio
|
Q4 2022
Added 35.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
415
shares
|
$15,176
0.0% of portfolio
|
Q1 2024
Reduced 36.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
392
shares
|
$14,335
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
387
shares
|
$14,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
345
shares
|
$12,616
0.0% of portfolio
|
Q4 2022
Reduced 13.32%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
343
shares
|
$12,543
0.0% of portfolio
|
Q4 2020
New holding
|