Free Trial
→ Top Picks for Trump’s Pro-Crypto America (From Crypto 101 Media) (Ad) Free FNDC Stock Alerts

Schwab Fundamental International Small Equity ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Equity ETF logo
$42.56 +0.01 (+0.01%)
As of 01:57 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$24.91M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.32M
Get FNDC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab Fundamental International Small Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FNDC Institutional Buying and Selling by Quarter

Schwab Fundamental International Small Equity ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Brooklyn FI LLC11,665$491K0.1%N/A0.017%
7/9/2025Dynamic Advisor Solutions LLC142,753$6.00M0.2%-2.2%0.204%
7/9/2025Breakwater Capital Group122,547$5.15M0.8%-1.9%0.175%
7/9/2025Hardin Capital Partners LLC26,655$1.12M0.7%+18.9%0.038%
7/9/2025Shore Point Advisors LLC195,655$8.23M4.0%+4.2%0.280%
7/9/2025High 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%
5/12/2025SouthState Corp1,857$67K0.0%N/A0.003%
5/5/2025Jackson Creek Investment Advisors LLC23,850$863K0.3%+9.0%0.033%
5/2/2025Whittier Trust Co.5,061$183K0.0%-52.8%0.007%
4/29/2025Fairway Wealth LLC1,164$42K0.0%N/A0.002%
4/29/2025Hexagon Capital Partners LLC2,680$97K0.0%+14.1%0.004%
4/25/2025MorganRosel Wealth Management LLC4,737$171K0.1%N/A0.005%
4/24/2025Bartlett & CO. Wealth Management LLC7,014$254K0.0%+1,004.6%0.008%
4/22/2025Cambridge Investment Research Advisors Inc.8,399$304K0.0%+18.5%0.010%
4/15/2025Magnolia Private Wealth LLC6,575$238K0.1%-22.7%0.008%
4/14/2025Farther Finance Advisors LLC16,139$586K0.0%-28.7%0.019%
4/9/2025ST 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%
2/10/2025Farther Finance Advisors LLC22,647$773K0.0%+8,319.0%0.024%
2/5/2025Kohmann Bosshard Financial Services LLC1,578$54K0.0%N/A0.002%
2/5/2025Magnolia Private Wealth LLC8,507$290K0.2%N/A0.009%
1/30/2025Valeo Financial Advisors LLC15,973$545K0.0%+3.7%0.017%
1/24/2025EQ Wealth Advisors LLC37,410$1.28M1.1%N/A0.040%
1/22/2025Kingswood Wealth Advisors LLC14,920$509K0.0%N/A0.016%
12/26/2024JPMorgan Chase & Co.23,995$915K0.0%-8.5%0.025%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
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%
10/19/2024Hardin Capital Partners LLC20,670$772K0.4%+26.1%0.022%
8/8/2024Hardin Capital Partners LLC16,395$570K0.4%N/A0.017%
8/7/2024Cahill Financial Advisors Inc.5,935$206K0.0%N/A0.006%
7/12/2024Hexagon Capital Partners LLC2,861$99K0.0%+10.8%0.003%
7/10/2024Valeo 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%
4/18/2024Hexagon Capital Partners LLC2,581$92K0.0%+37.6%0.003%
4/11/2024Fortitude Family Office LLC57,667$2.05M1.4%+41.1%0.065%
4/1/2024Appleton Partners Inc. MA8,600$305K0.0%N/A0.010%
2/20/2024Able Wealth Management LLC2,043$71K0.1%N/A0.002%
2/9/2024Nations Financial Group Inc. IA ADV5,834$203K0.0%N/A0.007%
2/6/2024Howe & Rusling Inc.2,020$70K0.0%+301.6%0.002%
2/5/2024Hexagon Capital Partners LLC1,876$65K0.0%+351.0%0.002%
2/5/2024Savant Capital LLC23,409$816K0.0%+1.9%0.026%
1/18/2024Planned Solutions Inc.992$35K0.0%N/A0.001%
1/16/2024 Bangor Savings Bank1,100$38K0.0%N/A0.001%
1/12/2024Fortitude Family Office LLC40,861$1.42M1.1%N/A0.046%
1/11/2024Dynamic Advisor Solutions LLC248,152$8.45M0.3%+39.7%0.279%
1/10/2024Moller 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%
11/13/2023Asset Dedication LLC48,240$1.54M0.1%-13.0%0.054%
11/1/2023Annex Advisory Services LLC10,957$352K0.0%-7.4%0.012%
10/12/2023AdvisorNet Financial Inc1,821$59K0.0%+467.3%0.002%
8/22/2023Asset 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%
7/26/2023Arlington Partners LLC1,129$37K0.0%N/A0.001%
7/13/2023Cambridge 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%
4/24/2023Asset 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%
2/8/2023Cambridge Investment Research Advisors Inc.8,018$251K0.0%+4.5%0.009%
2/6/2023Princeton 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%
1/20/2023Miracle Mile Advisors LLC143,609$4.49M0.2%+1.0%0.166%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/19/2023Asset Dedication LLC58,407$1.82M0.2%-2.8%0.068%
1/18/2023Godsey & Gibb Inc.1,707$53K0.0%N/A0.002%
1/10/2023Lbmc 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%
10/27/2022Asset Dedication LLC60,103$1.63M0.2%N/A0.071%
(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, 54 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), High Probability Advisors LLC ($11.71M), Collective Family Office LLC ($9.07M), Shore Point Advisors LLC ($8.23M), Flow Traders U.S. LLC ($6.49M), Dynamic Advisor Solutions LLC ($6.00M), and Breakwater Capital Group ($5.15M).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 46 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), Dynamic Advisor Solutions LLC ($70.53K), Fortitude Family Office LLC ($57.67K), EQ Wealth Advisors LLC ($37.41K), and Hardin Capital Partners LLC ($24.92K).

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

Institutional investors have bought a total of 684,457 shares in the last 24 months. This purchase volume represents approximately $24.91M in transactions.

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

Of the 13 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), Cornerstone Planning Group LLC ($13.84K), Farther Finance Advisors LLC ($6.51K), Whittier Trust Co. ($5.66K), and Shakespeare Wealth Management LLC ($4.22K).

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

Institutional investors have sold a total of 138,274 shares in the last 24 months. This volume of shares sold represents approximately $5.32M in transactions.


Related Companies

This page (NYSEARCA:FNDC) was last updated on 7/10/2025 by MarketBeat.com Staff
From Our Partners
I was wrong about Trump
I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his ...
Porter & Company | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
How a Kansas farm boy gained 1,285% in two days
A former farm kid placed a simple trade… and cashed out a 1,285% gain two days later. It wasn’t crypto or a...
TradeSmith | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting—or plan to collect—Social Security, this could be a game-changer. A new initiative tie...
InvestorPlace | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored