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Schwab Fundamental International Small Equity ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Equity ETF logo
$49.83 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$229.97M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$885.82M
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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
5/19/2026 Bank of America Corp DE83,606$3.88M0.0%-8.2%0.125%
5/18/2026 Royal Bank of Canada9,589$445K0.0%-78.6%0.014%
5/16/2026 Quantinno Capital Management LP18,189$843K0.0%+55.7%0.027%
5/15/2026 Quadcap Wealth Management LLC47,637$2.21M0.3%-3.9%0.071%
5/15/2026 Waverly Advisors LLC5,382$250K0.0%N/A0.008%
5/14/2026 Compound Planning Inc.7,090$329K0.0%+18.4%0.011%
5/14/2026 Modern Wealth Management LLC81,595$3.84M0.1%-9.6%0.122%
5/14/2026 RMG Wealth Management LLC2,390$111K0.0%N/A0.004%
5/13/2026 Cetera Investment Advisers9,773$453K0.0%+7.6%0.015%
5/13/2026 Wealthspire Retirement LLC14,555$675K0.0%-5.7%0.022%
5/13/2026 WealthCollab LLC1,298$60K0.0%-33.6%0.002%
5/8/2026 PNC Financial Services Group Inc.810$38K0.0%-32.3%0.001%
5/8/2026 Cutler Investment Counsel LLC59,287$2.75M0.3%+8.3%0.088%
5/7/2026 Parallel Advisors LLC2,109$98K0.0%-11.3%0.003%
5/7/2026 True North Advisors LLC16,070$745K0.1%-24.7%0.024%
5/6/2026 Sterling Financial Planning Inc.53,136$2.46M0.7%-7.5%0.079%
5/5/2026 Geneos Wealth Management Inc.203,934$9.45M0.2%-0.9%0.304%
5/5/2026 Members Trust Co7,651$355K0.0%N/A0.011%
5/2/2026 Diversify Wealth Management LLC6,126$297K0.0%N/A0.009%
5/1/2026 Fifth Third Bancorp2,850$132K0.0%+82.3%0.004%
5/1/2026 EQ Wealth Advisors LLC31,704$1.47M0.9%-9.0%0.047%
5/1/2026 Sequoia Financial Advisors LLC11,794$547K0.0%+11.0%0.018%
4/30/2026 Waterfront Wealth Inc.41,954$1.95M0.4%+15.5%0.063%
4/30/2026 Valued Wealth Advisors LLC52,443$2.43M1.0%-18.6%0.078%
4/30/2026 Kestra Advisory Services LLC53,564$2.48M0.0%-5.0%0.080%
4/29/2026 Nicholas Hoffman & Company LLC.88,096$4.08M0.1%+698.0%0.131%
4/28/2026 Kathmere Capital Management LLC4,351$202K0.0%N/A0.006%
4/28/2026 QRG Capital Management Inc.24,865$1.15M0.0%-4.1%0.037%
4/27/2026 Kelman Lazarov Inc.496,936$23.04M3.3%+4.6%0.741%
4/24/2026 Root Financial Partners LLC2,680$124K0.0%-7.6%0.004%
4/21/2026 GHP Investment Advisors Inc.600,222$27.83M1.1%+0.8%0.895%
4/21/2026 Silver Oak Securities Incorporated13,719$636K0.0%+11.4%0.020%
4/20/2026 Breakwater Capital Group174,455$8.09M1.1%+8.5%0.260%
4/20/2026 Factor Wealth Management LTD119,760$5.55M1.0%-21.3%0.178%
4/20/2026 Dopkins Wealth Management LLC6,199$287K0.1%-15.1%0.009%
4/18/2026 BCS Wealth Management49,484$2.29M0.5%-37.8%0.074%
4/18/2026 Vermillion Wealth Management Inc.2,526$117K0.0%+13.4%0.004%
4/17/2026 Bell Investment Advisors Inc163,451$7.58M1.2%-3.6%0.244%
4/16/2026 Upper Left Wealth Management LLC11,801$547K0.3%-4.9%0.018%
4/16/2026 Prairiewood Capital LLC301,819$13.99M4.0%+4.6%0.450%
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3/17/2026 Rockefeller Capital Management L.P.39,449$1.76M0.0%+63.5%0.058%
3/9/2026 Corient Private Wealth LLC27,211$1.21M0.0%+398.5%0.040%
2/19/2026 BFI Wealth Solutions LLC56,762$2.53M2.4%N/A0.084%
2/19/2026 Birchwood Financial Partners Inc.15,377$685K0.7%N/A0.023%
2/19/2026 Corient Private Wealth LLC27,211$1.21M0.0%+398.5%0.040%
2/18/2026 Mercer Global Advisors Inc. ADV64,281$2.86M0.0%+58.1%0.095%
2/18/2026 Wealthspire Retirement LLC15,435$688K0.0%+7.9%0.023%
2/18/2026 Beacon Pointe Advisors LLC4,495$200K0.0%N/A0.007%
2/18/2026 EP Wealth Advisors LLC10,327$460K0.0%N/A0.015%
2/18/2026 Cahill Financial Advisors Inc.4,854$216K0.0%-19.8%0.007%
2/18/2026 Ballast Financial Advisors LLC19,643$875K0.9%N/A0.029%
2/17/2026 AQR Capital Management LLC56,797$2.53M0.0%+243.5%0.084%
2/17/2026 Cetera Investment Advisers9,085$405K0.0%+39.2%0.013%
2/17/2026 Osaic Holdings Inc.290,256$12.93M0.0%+12.7%0.429%
2/17/2026 Captrust Financial Advisors7,793$347K0.0%+3.3%0.012%
2/17/2026 Royal Bank of Canada44,775$2.00M0.0%+69.8%0.066%
2/17/2026 Howe & Rusling Inc.1,884$84K0.0%-22.9%0.003%
2/16/2026 MML Investors Services LLC9,523$424K0.0%+72.1%0.014%
2/16/2026 Mariner LLC45,894$2.05M0.0%+8.5%0.068%
2/16/2026 Focus Partners Wealth504,392$22.47M0.0%+254.6%0.746%
2/16/2026 Arax Advisory Partners5,052$225K0.0%N/A0.007%
2/16/2026 Bristlecone Value Partners LLC17,694$788K0.9%N/A0.026%
2/13/2026 Smartleaf Asset Management LLC1,546$69K0.0%-17.0%0.002%
2/13/2026 MorganRosel Wealth Management LLC160,447$7.15M1.8%+3,287.1%0.237%
2/13/2026 Charles Schwab Investment Management Inc.28,451,450$1.27B0.2%-2.0%42.088%
2/13/2026 Asset Allocation Strategies LLC32,885$1.47M0.3%+9.1%0.049%
2/12/2026 Jane Street Group LLC196,126$8.74M0.0%+58.4%0.290%
2/12/2026 HRT Financial LP5,882$262K0.0%-55.2%0.009%
2/12/2026Litman Gregory Wealth Management LLC746$33K0.0%N/A0.001%
2/12/2026 Commonwealth Equity Services LLC25,142$1.12M0.0%+1.7%0.037%
2/12/2026CIBC Private Wealth Group LLC13,036$581K0.0%+1,569.1%0.019%
2/12/2026 Bank of Montreal Can29,417$1.31M0.0%+78.9%0.044%
2/12/2026 Cutler Investment Counsel LLC54,729$2.44M0.3%+4.5%0.081%
2/11/2026 Capital Analysts LLC907$40K0.0%-23.2%0.001%
2/11/2026 Brand Asset Management Group Inc.15,381$685K0.2%-26.4%0.023%
2/11/2026 Focus Partners Advisor Solutions LLC53,084$2.37M0.0%+270.1%0.079%
2/11/2026 Cerity Partners LLC53,139$2.37M0.0%+5.9%0.079%
2/11/2026 LPL Financial LLC49,202$2.19M0.0%+0.8%0.073%
2/11/2026 Franklin Resources Inc.2,060$92K0.0%N/A0.003%
2/11/2026 O Shaughnessy Asset Management LLC4,517$201K0.0%-6.8%0.007%
2/11/2026 Vermillion Wealth Management Inc.2,227$99K0.0%N/A0.003%
2/11/2026 Vise Technologies Inc.37,107$1.65M0.1%-68.6%0.055%
2/11/2026 Clarity Capital Advisors LLC7,954$354K0.2%+3.4%0.012%
2/10/2026 Root Financial Partners LLC2,900$129K0.0%+28.4%0.004%
2/10/2026 Cherry Tree Wealth Management LLC181,745$8.10M1.7%+1.2%0.269%
2/10/2026 Northwestern Mutual Wealth Management Co.30,236$1.35M0.0%+6.9%0.045%
2/10/2026 Savant Capital LLC80,793$3.60M0.0%-2.5%0.120%
2/10/2026 IFG Advisory LLC5,005$223K0.0%+7.1%0.007%
2/9/2026 Clune & Associates LTD.152,214$6.78M1.5%+26.2%0.225%
2/6/2026Global Retirement Partners LLC3,907$174K0.0%+253.3%0.006%
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2/6/2026 Shakespeare Wealth Management LLC39,756$1.77M0.4%-0.9%0.059%
2/6/2026 IFP Advisors Inc4,999$223K0.0%+33.7%0.007%
2/6/2026 PNC Financial Services Group Inc.1,196$53K0.0%+75.4%0.002%
2/6/2026 Larson Financial Group LLC4,861$217K0.0%-4.6%0.007%
2/6/2026 HighTower Advisors LLC16,718$745K0.0%+8.1%0.025%
2/5/2026 AlphaCore Capital LLC1,811$81K0.0%-38.8%0.003%
2/3/2026 Grove Street Fiduciary LLC100,192$4.46M1.9%-6.8%0.148%
2/3/2026 Entruity Wealth LLC29,144$1.30M0.9%-39.2%0.043%
2/3/2026 Sequoia Financial Advisors LLC10,624$473K0.0%-2.7%0.016%
2/3/2026 Cabot Wealth Management Inc.61,350$2.73M0.3%+7.2%0.091%


FNDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 194 institutional investors and hedge funds held shares of Schwab Fundamental International Small Equity ETF. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($1.27B), GHP Investment Advisors Inc. ($27.83M), Exencial Wealth Advisors LLC ($25.63M), Kelman Lazarov Inc. ($23.04M), Focus Partners Wealth ($22.47M), Victory Capital Management Inc. ($22.35M), and Shore Point Advisors LLC ($15.45M).Learn more on Schwab Fundamental International Small Equity ETF's institutional investors.

Of the 152 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: Cornerstone Planning Group LLC ($1.60M), Flow Traders U.S. LLC ($535.81K), Jane Street Group LLC ($397.47K), Focus Partners Wealth ($362.13K), Citadel Advisors LLC ($284.64K), CWM LLC ($205.38K), and MorganRosel Wealth Management LLC ($160.45K).

Institutional investors have bought a total of 5,221,527 shares in the last 24 months. This purchase volume represents approximately $229.97M in transactions.

Of the 107 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: Charles Schwab Investment Management Inc. ($17.27M), Cornerstone Planning Group LLC ($1.60M), Victory Capital Management Inc. ($500.14K), Focus Partners Wealth ($458.63K), Osaic Holdings Inc. ($191.29K), Flow Traders U.S. LLC ($131.38K), and Vise Technologies Inc. ($81.24K).

Institutional investors have sold a total of 20,834,980 shares in the last 24 months. This volume of shares sold represents approximately $885.82M in transactions.


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This page (NYSEARCA:FNDC) was last updated on 5/26/2026 by MarketBeat.com Staff.
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