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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,689
shares
|
$59,182
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,674
shares
|
$58,656
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,669
shares
|
$58,481
0.0% of portfolio
|
Q3 2024
Added 66.4%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,606
shares
|
$56,274
0.01% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,601
shares
|
$56,099
0.01% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,505
shares
|
$52,735
0.0% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,370
shares
|
$48,004
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
965
shares
|
$33,813
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
922
shares
|
$32,306
0.0% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
700
shares
|
$24,528
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
635
shares
|
$22,250
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
635
shares
|
$22,250
0.0% of portfolio
|
Q4 2023
Reduced 21.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
594
shares
|
$20,813
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
577
shares
|
$20,218
0.0% of portfolio
|
Q3 2024
Reduced 39.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
570
shares
|
$19,972
0.0% of portfolio
|
Q2 2024
Reduced 6.56%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
526
shares
|
$18,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
525
shares
|
$18,396
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
523
shares
|
$18,325
0.0% of portfolio
|
Q3 2024
Added 75.5%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
497
shares
|
$17,414
0.01% of portfolio
|
Q3 2024
Reduced 87.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
486
shares
|
$17,029
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
482
shares
|
$16,889
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
481
shares
|
$16,854
0.0% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
477
shares
|
$16,714
0.01% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
469
shares
|
$16,433
0.0% of portfolio
|
Q3 2024
Reduced 36.54%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
467
shares
|
$16,363
0.01% of portfolio
|
Q2 2024
New holding
|