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 290 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
29,041,785
shares
|
$1.29 Billion
0.22% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,605,768
shares
|
$71.5 Million
6.82% of portfolio
|
Q3 2025
Added 121826.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 26, 2026 Q4 2025 |
595,403
shares
|
$26.5 Million
1.14% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jan 29, 2026 Q4 2025 |
575,262
shares
|
$25.6 Million
0.85% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
502,056
shares
|
$22.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.9%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jan 26, 2026 Q4 2025 |
475,257
shares
|
$21.2 Million
3.29% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
359,575
shares
|
$16 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Shore Point Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
346,744
shares
|
$15.4 Million
5.71% of portfolio
|
Q4 2025
Added 70.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
340,229
shares
|
$15.1 Million
0.0% of portfolio
|
Q3 2025
Added 512.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
310,645
shares
|
$13.8 Million
0.56% of portfolio
|
Q3 2025
Reduced 29.72%
|
|
|
Prairiewood Capital, LLC
|
Jan 23, 2026 Q4 2025 |
288,581
shares
|
$12.8 Million
4.03% of portfolio
|
Q4 2025
Added 6.95%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 29, 2026 Q4 2025 |
287,982
shares
|
$12.8 Million
1.71% of portfolio
|
Q4 2025
Added 1.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
257,445
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
235,687
shares
|
$10.5 Million
2.44% of portfolio
|
Q4 2025
Added 10.19%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
217,016
shares
|
$9.66 Million
0.66% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
216,744
shares
|
$9.65 Million
1.7% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
208,029
shares
|
$9.26 Million
0.03% of portfolio
|
Q4 2025
Added 7753.11%
|
|
|
Geneos Wealth Management Inc.
|
Jan 28, 2026 Q4 2025 |
205,885
shares
|
$9.17 Million
0.24% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
203,067
shares
|
$9.04 Million
0.0% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Shilanski & Associates, Inc.
|
Oct 20, 2025 Q3 2025 |
196,313
shares
|
$8.74 Million
2.33% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
184,095
shares
|
$8.2 Million
0.0% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
179,518
shares
|
$7.99 Million
1.75% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
166,046
shares
|
$7.39 Million
1.23% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
160,836
shares
|
$7.16 Million
1.0% of portfolio
|
Q4 2025
Added 31.55%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
155,791
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.91%
|
|