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Schwab Fundamental International Small Cap Company Index ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Cap Company Index ETF logo
$38.43 +0.59 (+1.56%)
As of 05/2/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Schwab Fundamental International Small Cap Company Index ETF (NYSEARCA:FNDC)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$9.89M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.41M
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FNDC Institutional Buying and Selling by Quarter

Schwab Fundamental International Small Cap Company Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Whittier 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%
2/17/2025Captrust Financial Advisors6,649$227K0.0%+17.8%0.007%
2/17/2025Ameriprise Financial Inc.15,961$545K0.0%+5.5%0.017%
2/14/2025Integrated Wealth Concepts LLC79,394$2.71M0.0%+2.2%0.084%
2/13/2025Shakespeare Wealth Management LLC50,913$1.74M0.5%-7.7%0.054%
2/12/2025JPMorgan Chase & Co.24,895$850K0.0%+3.8%0.026%
2/11/2025Whittier Trust Co.10,724$366K0.0%N/A0.011%
2/10/2025 Farther Finance Advisors LLC22,647$773K0.0%+8,319.0%0.024%
2/5/2025Kohmann 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%
12/26/2024JPMorgan Chase & Co.23,995$915K0.0%-8.5%0.025%
11/15/2024Integrated Wealth Concepts LLC77,683$2.96M0.0%+2.9%0.083%
11/14/2024Flow Traders U.S. LLC107,066$4.09M0.2%N/A0.114%
11/14/2024Captrust 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%
8/7/2024Cahill 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%
5/17/2024Comerica Bank1,041$37K0.0%+306.6%0.001%
5/13/2024Shakespeare 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%
2/9/2024Nations Financial Group Inc. IA ADV5,834$203K0.0%N/A0.007%
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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%
2/5/2024Savant 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%
11/24/2023EP Wealth Advisors LLC4,110$132K0.0%N/A0.005%
11/15/2023Integrated Wealth Concepts LLC79,499$2.56M0.0%+1.2%0.090%
11/15/2023Shakespeare 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%
8/14/2023United Capital Financial Advisers LLC797,121$26.46M0.1%+1.0%0.898%
8/11/2023Shakespeare Wealth Management Inc.70,503$2.34M0.8%-9.1%0.079%
8/9/2023Flow Traders U.S. LLC110,403$3.66M0.2%-69.2%0.125%
8/3/2023Jackson 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%
5/15/2023Flow Traders U.S. LLC358,914$11.89M0.5%+1,175.4%0.413%
5/5/2023Assetmark Inc.1,570$52K0.0%+32.6%0.002%
5/3/2023Integrated Wealth Concepts LLC96,377$3.19M0.1%+4.7%0.111%
5/2/2023Jackson 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%
2/13/2023Shakespeare 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%
2/6/2023Jackson Creek Investment Advisors LLC24,747$774K0.3%+3.5%0.029%
2/3/2023Ellevest 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%
11/15/2022Flow Traders U.S. LLC22,636$615K0.0%-78.3%0.027%
11/14/2022United Capital Financial Advisers LLC800,720$21.77M0.1%+0.9%0.949%
11/14/2022OLD Mission Capital LLC52,186$1.42M0.0%+143.6%0.062%
11/9/2022Jackson Creek Investment Advisors LLC23,908$650K0.3%+5.0%0.028%
10/27/2022 Asset Dedication LLC60,103$1.63M0.2%N/A0.071%
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%
8/23/2022Captrust Financial Advisors2,575$78K0.0%+1,379.9%0.003%
8/13/2022Flow Traders U.S. LLC104,146$3.17M0.2%-11.1%0.128%
8/12/2022United Capital Financial Advisers LLC793,616$24.13M0.1%+0.2%0.976%
8/8/2022Integrated Wealth Concepts LLC77,448$2.36M0.1%N/A0.095%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
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%
8/5/2022OLD Mission Capital LLC21,421$651K0.0%-35.7%0.026%
8/4/2022 Princeton Global Asset Management LLC10,186$310K0.1%-4.1%0.013%
8/2/2022 Versant Capital Management Inc4,910$149K0.1%-11.6%0.006%
7/28/2022True North Advisors LLC58,848$1.79M0.6%-3.9%0.073%
7/15/2022 Miracle Mile Advisors LLC137,994$4.20M0.2%+14.4%0.175%
5/16/2022United Capital Financial Advisers LLC792,205$28.03M0.1%+1.3%1.005%
5/12/2022True North Advisors LLC61,224$2.17M0.6%-16.1%0.078%
5/11/2022Nvwm LLC1,850$65K0.0%N/A0.002%
(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, 44 institutional investors and hedge funds held shares of Schwab Fundamental International Small Cap Company Index 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 ($4.09M), Moller Financial Services ($3.01M), Integrated Wealth Concepts LLC ($2.71M), Shakespeare Wealth Management Inc. ($2.31M), and Fortitude Family Office LLC ($2.05M).Learn more on FNDC's institutional investors.

Which institutional investors have been buying Schwab Fundamental International Small Cap Company Index ETF stock?

Of the 39 institutional investors that purchased Schwab Fundamental International Small Cap Company Index 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 ($437.84K), Dynamic Advisor Solutions LLC ($70.53K), Fortitude Family Office LLC ($57.67K), EQ Wealth Advisors LLC ($37.41K), Farther Finance Advisors LLC ($22.38K), Hardin Capital Partners LLC ($20.67K), and Valeo Financial Advisors LLC ($15.97K).

How much institutional buying is happening at Schwab Fundamental International Small Cap Company Index ETF?

Institutional investors have bought a total of 783,775 shares in the last 24 months. This purchase volume represents approximately $27.06M in transactions.

Which Schwab Fundamental International Small Cap Company Index ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Schwab Fundamental International Small Cap Company Index 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), Cornerstone Planning Group LLC ($13.84K), Asset Dedication LLC ($9.68K), Shakespeare Wealth Management LLC ($8.14K), Shakespeare Wealth Management Inc. ($7.07K), Farther Finance Advisors LLC ($6.51K), and Whittier Trust Co. ($5.66K).

How much institutional selling is happening at Schwab Fundamental International Small Cap Company Index ETF?

Institutional investors have sold a total of 305,988 shares in the last 24 months. This volume of shares sold represents approximately $10.28M in transactions.



This page (NYSEARCA:FNDC) was last updated on 5/3/2025 by MarketBeat.com Staff
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