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Schwab Fundamental International Small Equity ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Equity ETF logo
$42.11 -0.13 (-0.31%)
Closing price 04:10 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)
36
Total
Institutional Inflows
(last 12 months)
$26.92M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.02M
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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
7/18/2025Bartlett & CO. Wealth Management LLC635$27K0.0%-90.9%0.001%
7/18/2025Magnolia 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%
5/12/2025SouthState 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%
4/14/2025 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%
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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%
2/5/2025Magnolia 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%
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%
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%
7/12/2024Hexagon 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%
4/11/2024 Fortitude 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%
1/12/2024 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%
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7/26/2023 Arlington 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%
(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, 64 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), Charles Schwab Trust Co ($8.31M), Shore Point Advisors LLC ($8.23M), Flow Traders U.S. LLC ($6.49M), and Dynamic Advisor Solutions LLC ($6.00M).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 52 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 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 732,176 shares in the last 24 months. This purchase volume represents approximately $26.92M in transactions.

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

Of the 19 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), Bartlett & CO. Wealth Management LLC ($6.38K), and Whittier Trust Co. ($5.66K).

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

Institutional investors have sold a total of 154,802 shares in the last 24 months. This volume of shares sold represents approximately $6.02M in transactions.


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This page (NYSEARCA:FNDC) was last updated on 7/18/2025 by MarketBeat.com Staff
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