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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
463
shares
|
$16,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
455
shares
|
$15,943
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
438
shares
|
$15,347
0.0% of portfolio
|
Q4 2022
Added 35.19%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
415
shares
|
$14,541
0.0% of portfolio
|
Q1 2024
Reduced 36.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
392
shares
|
$13,735
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
387
shares
|
$13,560
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
345
shares
|
$12,088
0.0% of portfolio
|
Q4 2022
Reduced 13.32%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
343
shares
|
$12,018
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
333
shares
|
$11,668
0.0% of portfolio
|
Q1 2023
Added 150.38%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
300
shares
|
$10,512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
269
shares
|
$9,425
0.0% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
252
shares
|
$8,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
245
shares
|
$8,584
0.0% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
229
shares
|
$8,024
0.0% of portfolio
|
Q3 2024
Added 86.18%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
228
shares
|
$7,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
227
shares
|
$7,954
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
218
shares
|
$7,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
215
shares
|
$7,533
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
204
shares
|
$7,148
0.0% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
203
shares
|
$7,113
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
197
shares
|
$6,902
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
193
shares
|
$6,762
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
187
shares
|
$6,552
0.0% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
174
shares
|
$6,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
161
shares
|
$5,641
0.0% of portfolio
|
Q4 2024
New holding
|