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 245 institutions that hold shares in the stock, with a total of 59.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
38,214
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
37,410
shares
|
$1.31 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
36,921
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
32,315
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
32,163
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
32,077
shares
|
$1.12 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,515
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,482
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
29,200
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 218.85%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
26,820
shares
|
$939,772
0.0% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
26,658
shares
|
$934,096
0.07% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,559
shares
|
$930,627
0.0% of portfolio
|
Q2 2024
Added 379314.28%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
24,756
shares
|
$867,450
0.45% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
23,995
shares
|
$840,784
0.0% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
23,951
shares
|
$839,243
0.01% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,162
shares
|
$776,556
0.02% of portfolio
|
Q4 2024
Reduced 28.38%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
21,649
shares
|
$758,580
0.24% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,688
shares
|
$724,907
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
20,670
shares
|
$724,276
0.44% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
20,357
shares
|
$713,309
0.58% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,783
shares
|
$693,196
0.0% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
Jan 21, 2025 Q4 2024 |
18,133
shares
|
$635,380
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,599
shares
|
$616,668
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
17,546
shares
|
$614,811
0.26% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
17,246
shares
|
$604,299
0.08% of portfolio
|
Q4 2022
New holding
|