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 288 institutions that hold shares in the stock, with a total of 41.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 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 |
Oct 31, 2025 Q3 2025 |
581,371
shares
|
$25.9 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
579,279
shares
|
$25.8 Million
0.87% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
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 |
Nov 12, 2025 Q3 2025 |
473,940
shares
|
$21.1 Million
3.38% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
359,575
shares
|
$16 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
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%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
283,413
shares
|
$12.6 Million
1.73% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Prairiewood Capital, LLC
|
Oct 14, 2025 Q3 2025 |
269,824
shares
|
$12 Million
3.99% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
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%
|
|
|
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%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
213,889
shares
|
$9.52 Million
2.32% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
210,204
shares
|
$9.36 Million
0.65% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
205,583
shares
|
$9.15 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
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%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
202,994
shares
|
$9.04 Million
4.23% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
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
|
Nov 13, 2025 Q3 2025 |
190,638
shares
|
$8.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
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%
|
|
|
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%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
153,736
shares
|
$6.84 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
144,306
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|