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

+0.33 (+0.96%)
(As of 04:00 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
4/18/2024Hexagon 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%
2/20/2024Able 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%
1/12/2024 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%
11/13/2023Asset 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%
8/22/2023Asset 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%
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%
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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%
10/27/2022Asset Dedication LLC60,103$1.63M0.2%N/A0.071%
10/24/2022Miracle Mile Advisors LLC142,160$3.87M0.2%+3.0%0.168%
10/17/2022Hexagon Capital Partners LLC1,853$50K0.0%N/A0.002%
10/17/2022Cambridge 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%
8/8/2022Alera Investment Advisors LLC18,630$567K0.2%N/A0.023%
8/8/2022Strategic Wealth Investment Group LLC12,112$368K0.1%N/A0.015%
8/5/2022OLD Mission Capital LLC21,421$651K0.0%-35.7%0.026%
8/4/2022Princeton 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%
7/28/2022 True North Advisors LLC58,848$1.79M0.6%-3.9%0.073%
7/15/2022Miracle 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%
5/12/2022 True North Advisors LLC61,224$2.17M0.6%-16.1%0.078%
5/11/2022Nvwm LLC1,850$65K0.0%N/A0.002%
5/9/2022Lansing Street Advisors925$32K0.0%N/A0.001%
5/6/2022Princeton Global Asset Management LLC10,617$376K0.1%+4.2%0.014%
5/3/2022Fort Washington Investment Advisors Inc. OH8,765$310K0.0%N/A0.011%
5/3/2022Jackson Creek Investment Advisors LLC22,697$803K0.3%-35.0%0.030%
4/28/2022Foster & Motley Inc.6,203$219K0.0%-31.1%0.008%
4/25/2022Miracle Mile Advisors LLC120,591$4.27M0.2%+3.9%0.160%
4/21/2022Asset Dedication LLC67,185$2.37M0.3%-4.0%0.089%
3/17/2022 Lbmc Investment Advisors LLC7,061$264K0.0%-10.5%0.009%
2/18/2022Rather & Kittrell Inc.1,240$45K0.0%N/A0.002%
2/11/2022 True North Advisors LLC73,008$2.73M0.5%N/A0.097%
2/10/2022OLD Mission Capital LLC34,058$1.27M0.1%-24.7%0.046%
2/9/2022Baird Financial Group Inc.6,321$236K0.0%N/A0.008%
2/2/2022Princeton Global Asset Management LLC10,185$381K0.1%-4.2%0.014%
2/1/2022Jackson Creek Investment Advisors LLC34,897$1.31M0.5%-5.7%0.047%
1/25/2022Foster & Motley Inc.9,009$337K0.0%-22.0%0.012%
1/21/2022Asset Dedication LLC70,008$2.61M0.3%+4.9%0.095%
1/20/2022Parallel Advisors LLC1,738$65K0.0%-88.6%0.002%
1/18/2022Miracle Mile Advisors LLC116,047$4.34M0.2%+3.6%0.158%
1/12/2022IFP Advisors Inc1,314$50K0.0%-61.1%0.002%
1/10/2022Shakespeare Wealth Management Inc.83,578$4.52M1.6%+11.2%0.114%
1/6/2022Vigilant Capital Management LLC2,809$105K0.0%+4,581.7%0.004%
11/17/2021Wealth Quarterback LLC1,101$42K0.0%N/A0.002%
11/16/2021United Capital Financial Advisers LLC749,611$29.02M0.1%+5.3%1.051%
11/15/2021 Lbmc Investment Advisors LLC7,893$272K0.0%+18.7%0.011%
11/12/2021OLD Mission Capital LLC45,233$1.75M0.1%N/A0.063%
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11/3/2021Princeton Global Asset Management LLC412$41K0.1%-96.1%0.001%
11/2/2021Cambridge Investment Research Advisors Inc.5,546$215K0.0%N/A0.008%
11/1/2021Miracle Mile Advisors LLC111,976$4.34M0.2%+3.5%0.158%
10/29/2021Foster & Motley Inc.11,551$447K0.0%-19.7%0.016%
10/6/2021IFP Advisors Inc3,379$135K0.0%+234.2%0.005%
8/13/2021United Capital Financial Advisers LLC712,219$27.96M0.1%-5.6%1.026%
8/12/2021Strategic Blueprint LLC9,682$380K0.1%-7.7%0.014%
8/11/2021Baird Financial Group Inc.5,289$208K0.0%-48.9%0.008%
8/6/2021Parallel Advisors LLC7,656$300K0.0%+13.6%0.011%
8/4/2021Princeton Global Asset Management LLC10,673$419K0.1%-3.2%0.015%
(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, 39 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), Miracle Mile Advisors LLC ($4.49M), Flow Traders U.S. LLC ($3.66M), Moller Financial Services ($3.01M), Integrated Wealth Concepts LLC ($2.56M), and Shakespeare Wealth Management Inc. ($2.31M).Learn more on FNDC's institutional investors.

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

Of the 36 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 ($330.77K), Integrated Wealth Concepts LLC ($82.64K), Dynamic Advisor Solutions LLC ($70.53K), Asset Dedication LLC ($60.10K), Fortitude Family Office LLC ($57.67K), Alera Investment Advisors LLC ($35.88K), and OLD Mission Capital LLC ($30.77K).

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

Institutional investors have bought a total of 818,915 shares in the last 24 months. This purchase volume represents approximately $26.37M in transactions.

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

Of the 10 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 ($343.08K), Jackson Creek Investment Advisors LLC ($14.74K), True North Advisors LLC ($14.16K), OLD Mission Capital LLC ($11.90K), Asset Dedication LLC ($11.86K), Shakespeare Wealth Management Inc. ($7.07K), and Foster & Motley Inc. ($2.81K).

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

Institutional investors have sold a total of 407,577 shares in the last 24 months. This volume of shares sold represents approximately $13.01M in transactions.

This page (NYSEARCA:FNDC) was last updated on 4/23/2024 by Staff

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