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 286 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
142,686
shares
|
$6.35 Million
5.44% of portfolio
|
Q3 2025
New holding
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
125,997
shares
|
$5.61 Million
2.78% of portfolio
|
Q4 2023
Reduced 30.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
123,854
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.91%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
120,569
shares
|
$5.37 Million
1.34% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,711
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
118,344
shares
|
$5.27 Million
0.21% of portfolio
|
Q3 2025
Added 235.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
115,235
shares
|
$5.13 Million
0.17% of portfolio
|
Q4 2025
Reduced 19.61%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
107,892
shares
|
$4.8 Million
2.69% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
107,513
shares
|
$4.79 Million
2.26% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Moller Financial Services
|
Jan 08, 2026 Q4 2025 |
106,997
shares
|
$4.76 Million
1.01% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
94,608
shares
|
$4.21 Million
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
92,854
shares
|
$4.13 Million
1.15% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
90,004
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
88,489
shares
|
$3.94 Million
0.01% of portfolio
|
Q4 2025
Added 6.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
88,385
shares
|
$3.93 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
82,866
shares
|
$3.69 Million
0.02% of portfolio
|
Q3 2025
Added 253.1%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
63,889
shares
|
$2.84 Million
1.32% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
61,019
shares
|
$2.72 Million
0.25% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
57,766
shares
|
$2.57 Million
0.84% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
57,206
shares
|
$2.55 Million
0.28% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,553
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
52,360
shares
|
$2.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50,298
shares
|
$2.24 Million
0.37% of portfolio
|
Q2 2024
Added 1.26%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
50,195
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.14%
|
|