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Schwab Fundamental International Small Equity ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Equity ETF logo
$41.28 +0.23 (+0.56%)
As of 11:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab Fundamental International Small Equity ETF (NYSEARCA:FNDC)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$24.43M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.20M
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FNDC Institutional Buying and Selling by Quarter

Schwab Fundamental International Small Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025 Modern Wealth Management LLC88,056$3.19M0.1%N/A0.124%
5/16/2025 Jones Financial Companies Lllp140,158$5.07M0.0%+13,376.7%0.191%
5/16/2025 Integrated Wealth Concepts LLC25,902$938K0.0%-67.4%0.035%
5/14/2025 Flow Traders U.S. LLC179,136$6.49M0.3%+1,248.1%0.244%
5/14/2025 Colonial Trust Advisors5,610$203K0.0%N/A0.008%
5/12/2025 SouthState Corp1,857$67K0.0%N/A0.003%
5/5/2025 Jackson Creek Investment Advisors LLC23,850$863K0.3%+9.0%0.033%
5/2/2025 Whittier Trust Co.5,061$183K0.0%-52.8%0.007%
4/29/2025 Fairway Wealth LLC1,164$42K0.0%N/A0.002%
4/29/2025 Hexagon Capital Partners LLC2,680$97K0.0%+14.1%0.004%
4/25/2025 MorganRosel Wealth Management LLC4,737$171K0.1%N/A0.005%
4/24/2025 Bartlett & CO. Wealth Management LLC7,014$254K0.0%+1,004.6%0.008%
4/22/2025 Cambridge Investment Research Advisors Inc.8,399$304K0.0%+18.5%0.010%
4/15/2025 Magnolia Private Wealth LLC6,575$238K0.1%-22.7%0.008%
4/14/2025 Farther Finance Advisors LLC16,139$586K0.0%-28.7%0.019%
4/9/2025 ST Germain D J Co. Inc.929$34K0.0%N/A0.001%
4/8/2025 Parallel Advisors LLC2,703$98K0.0%+15.1%0.003%
2/17/2025 Captrust Financial Advisors6,649$227K0.0%+17.8%0.007%
2/17/2025 Ameriprise Financial Inc.15,961$545K0.0%+5.5%0.017%
2/14/2025 Integrated Wealth Concepts LLC79,394$2.71M0.0%+2.2%0.084%
2/13/2025 Shakespeare Wealth Management LLC50,913$1.74M0.5%-7.7%0.054%
2/12/2025 JPMorgan Chase & Co.24,895$850K0.0%+3.8%0.026%
2/11/2025 Whittier Trust Co.10,724$366K0.0%N/A0.011%
2/10/2025 Farther Finance Advisors LLC22,647$773K0.0%+8,319.0%0.024%
2/5/2025 Kohmann Bosshard Financial Services LLC1,578$54K0.0%N/A0.002%
2/5/2025 Magnolia Private Wealth LLC8,507$290K0.2%N/A0.009%
1/30/2025 Valeo Financial Advisors LLC15,973$545K0.0%+3.7%0.017%
1/24/2025 EQ Wealth Advisors LLC37,410$1.28M1.1%N/A0.040%
1/22/2025 Kingswood Wealth Advisors LLC14,920$509K0.0%N/A0.016%
12/26/2024 JPMorgan Chase & Co.23,995$915K0.0%-8.5%0.025%
11/15/2024 Integrated Wealth Concepts LLC77,683$2.96M0.0%+2.9%0.083%
11/14/2024 Flow Traders U.S. LLC107,066$4.09M0.2%N/A0.114%
11/14/2024 Captrust Financial Advisors5,644$215K0.0%N/A0.006%
11/6/2024 Cornerstone Planning Group LLC1,353$49K0.0%-91.1%0.001%
10/19/2024 Hardin Capital Partners LLC20,670$772K0.4%+26.1%0.022%
8/8/2024 Hardin Capital Partners LLC16,395$570K0.4%N/A0.017%
8/7/2024 Cahill Financial Advisors Inc.5,935$206K0.0%N/A0.006%
7/12/2024 Hexagon Capital Partners LLC2,861$99K0.0%+10.8%0.003%
7/10/2024 Valeo Financial Advisors LLC15,410$536K0.0%N/A0.016%
7/8/2024 Versant Capital Management Inc5,560$193K0.0%+6.2%0.006%
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5/17/2024 Comerica Bank1,041$37K0.0%+306.6%0.001%
5/13/2024 Shakespeare Wealth Management LLC69,213$2.46M0.7%-5.4%0.074%
4/18/2024 Hexagon Capital Partners LLC2,581$92K0.0%+37.6%0.003%
4/11/2024 Fortitude Family Office LLC57,667$2.05M1.4%+41.1%0.065%
4/1/2024 Appleton Partners Inc. MA8,600$305K0.0%N/A0.010%
2/20/2024 Able Wealth Management LLC2,043$71K0.1%N/A0.002%
2/9/2024 Nations Financial Group Inc. IA ADV5,834$203K0.0%N/A0.007%
2/6/2024Howe & Rusling Inc.2,020$70K0.0%+301.6%0.002%
2/5/2024 Hexagon Capital Partners LLC1,876$65K0.0%+351.0%0.002%
2/5/2024 Savant Capital LLC23,409$816K0.0%+1.9%0.026%
1/18/2024 Planned Solutions Inc.992$35K0.0%N/A0.001%
1/16/2024 Bangor Savings Bank1,100$38K0.0%N/A0.001%
1/12/2024 Fortitude Family Office LLC40,861$1.42M1.1%N/A0.046%
1/11/2024 Dynamic Advisor Solutions LLC248,152$8.45M0.3%+39.7%0.279%
1/10/2024 Moller Financial Services86,255$3.01M0.8%+7.6%0.097%
11/24/2023 EP Wealth Advisors LLC4,110$132K0.0%N/A0.005%
11/15/2023 Integrated Wealth Concepts LLC79,499$2.56M0.0%+1.2%0.090%
11/15/2023 Shakespeare Wealth Management Inc.71,855$2.31M0.8%+1.9%0.081%
11/13/2023 Asset Dedication LLC48,240$1.54M0.1%-13.0%0.054%
11/1/2023 Annex Advisory Services LLC10,957$352K0.0%-7.4%0.012%
10/12/2023 AdvisorNet Financial Inc1,821$59K0.0%+467.3%0.002%
8/22/2023 Asset Dedication LLC55,437$1.83M0.2%-4.3%0.062%
8/14/2023 United Capital Financial Advisers LLC797,121$26.46M0.1%+1.0%0.898%
8/11/2023 Shakespeare Wealth Management Inc.70,503$2.34M0.8%-9.1%0.079%
8/9/2023 Flow Traders U.S. LLC110,403$3.66M0.2%-69.2%0.125%
8/3/2023 Jackson Creek Investment Advisors LLC22,205$737K0.3%-6.5%0.025%
7/26/2023 Arlington Partners LLC1,129$37K0.0%N/A0.001%
7/13/2023 Cambridge Investment Research Advisors Inc.8,921$296K0.0%+9.2%0.010%
5/15/2023 Flow Traders U.S. LLC358,914$11.89M0.5%+1,175.4%0.413%
5/5/2023 Assetmark Inc.1,570$52K0.0%+32.6%0.002%
5/3/2023 Integrated Wealth Concepts LLC96,377$3.19M0.1%+4.7%0.111%
5/2/2023 Jackson Creek Investment Advisors LLC23,749$787K0.3%-4.0%0.027%
4/24/2023 Asset Dedication LLC57,915$1.91M0.2%-0.8%0.067%
2/13/2023 Shakespeare Wealth Management Inc.85,840$2.68M1.0%+11.4%0.099%
2/8/2023 Cambridge Investment Research Advisors Inc.8,018$251K0.0%+4.5%0.009%
2/6/2023 Princeton Global Asset Management LLC10,535$329K0.1%+5.3%0.012%
2/6/2023 Jackson Creek Investment Advisors LLC24,747$774K0.3%+3.5%0.029%
2/3/2023 Ellevest Inc.1,068$33K0.0%N/A0.001%
2/2/2023Alera Investment Advisors LLC17,246$539K0.1%N/A0.020%
1/20/2023 Miracle Mile Advisors LLC143,609$4.49M0.2%+1.0%0.166%
1/19/2023 Asset Dedication LLC58,407$1.82M0.2%-2.8%0.068%
1/18/2023 Godsey & Gibb Inc.1,707$53K0.0%N/A0.002%
1/10/2023 Lbmc Investment Advisors LLC7,061$221K0.0%N/A0.008%
1/4/2023Bartlett & Co. LLC811$25K0.0%+391.5%0.001%
12/30/2022 Versant Capital Management Inc5,432$148K0.1%+10.6%0.006%
11/15/2022 Flow Traders U.S. LLC22,636$615K0.0%-78.3%0.027%
11/14/2022 United Capital Financial Advisers LLC800,720$21.77M0.1%+0.9%0.949%
11/14/2022 OLD Mission Capital LLC52,186$1.42M0.0%+143.6%0.062%
11/9/2022 Jackson Creek Investment Advisors LLC23,908$650K0.3%+5.0%0.028%
10/27/2022 Asset Dedication LLC60,103$1.63M0.2%N/A0.071%
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10/24/2022 Miracle Mile Advisors LLC142,160$3.87M0.2%+3.0%0.168%
10/17/2022 Hexagon Capital Partners LLC1,853$50K0.0%N/A0.002%
10/17/2022 Cambridge Investment Research Advisors Inc.7,670$209K0.0%N/A0.009%
8/23/2022 Captrust Financial Advisors2,575$78K0.0%+1,379.9%0.003%
8/13/2022 Flow Traders U.S. LLC104,146$3.17M0.2%-11.1%0.128%
8/12/2022 United Capital Financial Advisers LLC793,616$24.13M0.1%+0.2%0.976%
8/8/2022 Integrated Wealth Concepts LLC77,448$2.36M0.1%N/A0.095%
8/8/2022Alera Investment Advisors LLC18,630$567K0.2%N/A0.023%
8/8/2022 Strategic Wealth Investment Group LLC12,112$368K0.1%N/A0.015%
8/5/2022 OLD Mission Capital LLC21,421$651K0.0%-35.7%0.026%
(Data available from 1/1/2016 forward)

FNDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNDC shares?

During the previous two years, 47 institutional investors and hedge funds held shares of Schwab Fundamental International Small Equity ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($26.46M), Dynamic Advisor Solutions LLC ($8.45M), Flow Traders U.S. LLC ($6.49M), Jones Financial Companies Lllp ($5.07M), Modern Wealth Management LLC ($3.19M), Moller Financial Services ($3.01M), and Shakespeare Wealth Management Inc. ($2.31M).Learn more on FNDC's institutional investors.

Which institutional investors have been buying Schwab Fundamental International Small Equity ETF stock?

Of the 43 institutional investors that purchased Schwab Fundamental International Small Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($272.91K), Jones Financial Companies Lllp ($139.12K), Modern Wealth Management LLC ($88.06K), Dynamic Advisor Solutions LLC ($70.53K), Fortitude Family Office LLC ($57.67K), EQ Wealth Advisors LLC ($37.41K), and Farther Finance Advisors LLC ($22.38K).

How much institutional buying is happening at Schwab Fundamental International Small Equity ETF?

Institutional investors have bought a total of 850,792 shares in the last 24 months. This purchase volume represents approximately $30.51M in transactions.

Which Schwab Fundamental International Small Equity ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold Schwab Fundamental International Small Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Flow Traders U.S. LLC ($248.51K), Integrated Wealth Concepts LLC ($53.49K), Cornerstone Planning Group LLC ($13.84K), Asset Dedication LLC ($9.68K), Shakespeare Wealth Management LLC ($8.14K), Shakespeare Wealth Management Inc. ($7.07K), and Farther Finance Advisors LLC ($6.51K).

How much institutional selling is happening at Schwab Fundamental International Small Equity ETF?

Institutional investors have sold a total of 359,480 shares in the last 24 months. This volume of shares sold represents approximately $12.22M in transactions.


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This page (NYSEARCA:FNDC) was last updated on 6/12/2025 by MarketBeat.com Staff
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