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Schwab Fundamental International Small Equity ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Equity ETF logo
$43.48 +0.15 (+0.35%)
Closing price 08/8/2025 04:10 PM Eastern
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$43.48 +0.01 (+0.01%)
As of 08/8/2025 07:58 PM 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)
53
Total
Institutional Inflows
(last 12 months)
$30.41M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$8.48M
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FNDC Institutional Buying and Selling by Quarter

Schwab Fundamental International Small Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Cetera Investment Advisers6,512$274K0.0%N/A0.009%
8/8/2025Creative Planning158,829$6.68M0.0%-0.3%0.229%
8/8/2025Bailard Inc.16,262$684K0.0%-11.0%0.023%
8/7/2025 Vise Technologies Inc.35,227$1.48M0.1%N/A0.051%
8/7/2025 Allworth Financial LP2,235$94K0.0%-28.3%0.003%
8/6/2025 Valued Wealth Advisors LLC64,808$2.73M1.4%+31.1%0.093%
8/6/2025 AE Wealth Management LLC2,286$96K0.0%-9.7%0.003%
8/6/2025 Savant Capital LLC23,468$987K0.0%+2.3%0.034%
8/5/2025 Golden Bell Financial Planning LLC14,606$614K0.6%-8.9%0.021%
8/5/2025 Bank of Montreal Can16,577$697K0.0%+5.9%0.024%
8/5/2025 GHP Investment Advisors Inc.581,557$24.45M1.1%+0.8%0.837%
8/5/2025 Sensible Money LLC15,034$632K0.2%-14.3%0.022%
8/4/2025 Savvy Advisors Inc.7,265$305K0.0%+27.8%0.010%
8/4/2025 Noesis Capital Mangement Corp4,847$204K0.0%N/A0.007%
8/4/2025 Assetmark Inc.2,445$103K0.0%-38.9%0.004%
8/4/2025 Waterfront Wealth Inc.31,972$1.34M0.3%-8.3%0.046%
8/1/2025 Shilanski & Associates Inc.195,918$8.24M2.4%+0.2%0.282%
8/1/2025 Envestnet Asset Management Inc.16,888$710K0.0%-13.8%0.024%
7/31/2025 Guardian Financial Partners LLC15,175$638K0.3%+15.4%0.022%
7/31/2025 Focus Partners Advisor Solutions LLC52,878$2.22M0.0%-4.4%0.076%
7/31/2025 Opes Wealth Management LLC208,838$8.78M1.6%+2.4%0.300%
7/30/2025 Exencial Wealth Advisors LLC590,422$24.83M0.9%-2.7%0.850%
7/30/2025 Clune & Associates LTD.120,515$5.07M1.4%+7.9%0.173%
7/29/2025 Kelman Lazarov Inc.475,762$20.01M3.2%+0.5%0.685%
7/28/2025 Morris Financial Concepts Inc.7,857$330K0.1%-6.5%0.011%
7/28/2025 EQ Wealth Advisors LLC37,096$1.56M1.1%-1.2%0.053%
7/28/2025 Sterling Financial Planning Inc.62,524$2.63M0.9%-3.5%0.090%
7/28/2025 Cutler Investment Counsel LLC52,591$2.21M0.2%+8.7%0.076%
7/25/2025 NorthRock Partners LLC1,740$73K0.0%-43.0%0.003%
7/25/2025 Sequoia Financial Advisors LLC10,177$428K0.0%-17.9%0.015%
7/25/2025 RHS Financial LLC14,763$621K0.4%-26.4%0.021%
7/25/2025 PrairieView Partners LLC61,019$2.57M0.2%-3.4%0.088%
7/24/2025 Brucke Financial Inc.4,993$210K0.1%N/A0.007%
7/24/2025 IFP Advisors Inc4,062$171K0.0%+23.5%0.006%
7/23/2025 Godsey & Gibb Inc.1,645$69K0.0%N/A0.002%
7/23/2025 Kingswood Wealth Advisors LLC16,215$682K0.1%+6.9%0.023%
7/23/2025 RMG Wealth Management LLC915$39K0.0%N/A0.001%
7/22/2025 Valeo Financial Advisors LLC15,410$648K0.0%-3.6%0.022%
7/22/2025 Clarius Group LLC26,191$1.10M0.1%-21.2%0.038%
7/22/2025 Yoder Wealth Management Inc.11,180$469K0.2%-18.3%0.016%
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7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,140$300K0.0%-7.1%0.010%
7/18/2025 Bartlett & CO. Wealth Management LLC635$27K0.0%-90.9%0.001%
7/18/2025 Magnolia Private Wealth LLC5,486$231K0.2%-16.6%0.008%
7/17/2025 Lauterbach Financial Advisors LLC8,468$356K0.2%-3.8%0.012%
7/17/2025 Stone Summit Wealth LLC6,020$253K0.1%-14.5%0.009%
7/17/2025 Charles Schwab Trust Co197,560$8.31M0.6%-2.7%0.283%
7/17/2025 Tempus Wealth Planning LLC5,901$248K0.1%N/A0.008%
7/15/2025 BCS Wealth Management20,136$847K0.2%+25.5%0.029%
7/15/2025 Fortitude Family Office LLC20,998$883K0.3%N/A0.030%
7/14/2025 Northland Capital Management LLC18,938$796K0.5%-6.8%0.027%
7/14/2025 Abound Wealth Management4,608$194K0.1%+156.9%0.007%
7/11/2025 Annex Advisory Services LLC6,957$293K0.0%+23.8%0.010%
7/11/2025 Silver Oak Securities Incorporated6,062$255K0.0%N/A0.009%
7/10/2025 Wealth Enhancement Advisory Services LLC79,314$3.36M0.0%-1.1%0.113%
7/10/2025 Moller Wealth Partners108,766$4.57M1.0%+6.7%0.156%
7/10/2025 Brooklyn FI LLC11,665$491K0.1%N/A0.017%
7/9/2025 Dynamic Advisor Solutions LLC142,753$6.00M0.2%-2.2%0.204%
7/9/2025 Breakwater Capital Group122,547$5.15M0.8%-1.9%0.175%
7/9/2025 Hardin Capital Partners LLC26,655$1.12M0.7%+18.9%0.038%
7/9/2025 Shore Point Advisors LLC195,655$8.23M4.0%+4.2%0.280%
7/9/2025 High Probability Advisors LLC278,583$11.71M1.8%-7.8%0.399%
7/7/2025 RF&L Wealth Management LLC109,207$4.59M3.0%-0.5%0.156%
7/7/2025 Upper Left Wealth Management LLC12,710$534K0.4%+6.4%0.018%
7/3/2025 Collective Family Office LLC215,654$9.07M2.3%-8.6%0.306%
6/17/2025Howe & Rusling Inc.911$33K0.0%-25.5%0.001%
6/2/2025Modern Wealth Management LLC88,056$3.19M0.1%N/A0.124%
5/16/2025Jones Financial Companies Lllp140,158$5.07M0.0%+13,376.7%0.191%
5/16/2025Integrated Wealth Concepts LLC25,902$938K0.0%-67.4%0.035%
5/14/2025Flow Traders U.S. LLC179,136$6.49M0.3%+1,248.1%0.244%
5/14/2025Colonial Trust Advisors5,610$203K0.0%N/A0.008%
5/12/2025 SouthState Corp1,857$67K0.0%N/A0.003%
5/5/2025Jackson 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%
4/29/2025Hexagon 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%
2/11/2025 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%
2/5/2025Kohmann Bosshard Financial Services LLC1,578$54K0.0%N/A0.002%
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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%
11/6/2024Cornerstone Planning Group LLC1,353$49K0.0%-91.1%0.001%
10/19/2024 Hardin Capital Partners LLC20,670$772K0.4%+26.1%0.022%
(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, 100 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), Exencial Wealth Advisors LLC ($24.83M), GHP Investment Advisors Inc. ($24.45M), Kelman Lazarov Inc. ($20.01M), High Probability Advisors LLC ($11.71M), Collective Family Office LLC ($9.07M), and Opes Wealth Management LLC ($8.78M).Learn more on Schwab Fundamental International Small Equity ETF's institutional investors.

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

Of the 68 institutional investors that purchased Schwab Fundamental International Small Equity ETF's 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), Fortitude Family Office LLC ($78.67K), Dynamic Advisor Solutions LLC ($70.53K), EQ Wealth Advisors LLC ($37.41K), and Vise Technologies Inc. ($35.23K).

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

Institutional investors have bought a total of 811,353 shares in the last 24 months. This purchase volume represents approximately $30.41M in transactions.

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

Of the 41 institutional investors that sold Schwab Fundamental International Small Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($53.49K), High Probability Advisors LLC ($23.60K), Collective Family Office LLC ($20.28K), Exencial Wealth Advisors LLC ($16.39K), Cornerstone Planning Group LLC ($13.84K), Clarius Group LLC ($7.03K), 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 213,344 shares in the last 24 months. This volume of shares sold represents approximately $8.48M in transactions.



This page (NYSEARCA:FNDC) was last updated on 8/9/2025 by MarketBeat.com Staff
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