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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
9,247
shares
|
$324,014
0.13% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,090
shares
|
$318,513
0.0% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
9,010
shares
|
$315,710
0.13% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,754
shares
|
$306,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
8,737
shares
|
$306,144
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,631
shares
|
$302,430
0.21% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
8,582
shares
|
$300,713
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
8,550
shares
|
$299,592
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
8,481
shares
|
$297,174
0.0% of portfolio
|
Q3 2024
Added 150.55%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
7,909
shares
|
$277,131
0.09% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,901
shares
|
$276,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
7,654
shares
|
$268,196
0.18% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
7,535
shares
|
$264,026
0.18% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
7,503
shares
|
$262,905
0.01% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,339
shares
|
$257,158
0.0% of portfolio
|
Q3 2024
Reduced 42.21%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
7,302
shares
|
$255,862
0.23% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
7,215
shares
|
$252,813
0.07% of portfolio
|
Q2 2023
Reduced 3.99%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
7,163
shares
|
$250,991
0.03% of portfolio
|
Q2 2024
Reduced 9.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,161
shares
|
$250,921
0.01% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
7,126
shares
|
$249,695
0.01% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
7,104
shares
|
$248,924
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,061
shares
|
$247,417
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
7,045
shares
|
$246,856
0.08% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
6,418
shares
|
$224,886
0.05% of portfolio
|
Q2 2024
Reduced 40.31%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,281
shares
|
$220,086
0.0% of portfolio
|
Q3 2024
Reduced 27.29%
|