Free Trial

Schwab Fundamental International Small Equity ETF (FNDC) Institutional Ownership

Schwab Fundamental International Small Equity ETF logo
$50.04 +0.15 (+0.30%)
Closing price 04:10 PM Eastern
Extended Trading
$50.04 0.00 (0.00%)
As of 04:22 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$193.44M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$172.23M
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/5/2026Collective Family Office LLC254,481$12.68M2.7%+0.9%0.411%
9/23/2026QRG Capital Management Inc.24,517$1.19M0.0%-1.4%0.038%
9/23/2026Envestnet Asset Management Inc.18,212$884K0.0%-3.7%0.028%
9/15/2026Anchor Investment Management LLC1,002$49K0.0%+234.0%0.002%
9/15/2026Cherry Tree Wealth Management LLC195,984$9.52M1.8%+8.7%0.317%
9/9/2026Sequoia Financial Advisors LLC12,166$591K0.0%+3.2%0.020%
9/9/2026Capital Analysts LLC1,203$59K0.0%-41.6%0.002%
9/8/2026Waverly Advisors LLC6,009$292K0.0%+11.6%0.010%
9/8/2026Paragon Capital Management Ltd4,333$210K0.0%-32.5%0.007%
9/2/2026Citadel Advisors LLC83,077$4.03M0.0%-28.7%0.134%
8/27/2026Corient Private Wealth LP19,653$954K0.0%-37.7%0.032%
8/23/2026Wedmont Private Capital5,610$274K0.0%-14.8%0.009%
8/23/2026Asset Allocation Strategies LLC33,574$1.63M0.2%+2.2%0.054%
7/10/2026Charles Schwab Trust Co228,891$11.12M0.6%+0.2%0.370%
7/9/2026Allied Private Wealth LLC533$26K0.0%N/A0.001%
7/9/2026Breakwater Capital Group190,984$9.27M1.1%+9.5%0.309%
7/8/2026Factor Wealth Management LTD104,181$5.06M0.8%-13.0%0.168%
7/8/2026Hardin Capital Partners LLC28,209$1.37M0.6%+4.4%0.046%
7/7/2026Dynamic Advisor Solutions LLC122,489$5.95M0.2%+7.6%0.198%
7/7/2026CoreCap Advisors LLC937$46K0.0%-54.3%0.002%
7/2/2026 Versant Capital Management Inc2,241$109K0.0%-17.5%0.004%
7/2/2026Collective Family Office LLC252,308$12.25M2.5%+2.6%0.408%
6/1/2026Keel Point LLC8,052$373K0.0%-11.7%0.012%
5/29/2026Asset Dedication LLC30,213$1.40M0.1%-2.7%0.045%
5/19/2026Bank of America Corp DE83,606$3.88M0.0%-8.2%0.125%
5/18/2026Royal Bank of Canada9,589$445K0.0%-78.6%0.014%
5/16/2026Quantinno Capital Management LP18,189$843K0.0%+55.7%0.027%
5/15/2026Quadcap Wealth Management LLC47,637$2.21M0.3%-3.9%0.071%
5/15/2026Waverly Advisors LLC5,382$250K0.0%N/A0.008%
5/14/2026Compound Planning Inc.7,090$329K0.0%+18.4%0.011%
5/14/2026Modern Wealth Management LLC81,595$3.84M0.1%-9.6%0.122%
5/14/2026RMG Wealth Management LLC2,390$111K0.0%N/A0.004%
5/13/2026Cetera Investment Advisers9,773$453K0.0%+7.6%0.015%
5/13/2026Wealthspire Retirement LLC14,555$675K0.0%-5.7%0.022%
5/13/2026WealthCollab LLC1,298$60K0.0%-33.6%0.002%
5/8/2026PNC Financial Services Group Inc.810$38K0.0%-32.3%0.001%
5/8/2026Cutler Investment Counsel LLC59,287$2.75M0.3%+8.3%0.088%
5/7/2026Parallel Advisors LLC2,109$98K0.0%-11.3%0.003%
5/7/2026True North Advisors LLC16,070$745K0.1%-24.7%0.024%
5/6/2026Sterling Financial Planning Inc.53,136$2.46M0.7%-7.5%0.079%
Nvidia’s record quarter could send this new type of AI soaring (Ad)

Nvidia just posted 96.2 billion in revenue for a single quarter, more than Coca-Cola generates in an entire year. The top five hyperscalers, Amazon, Google, Microsoft, Meta, and Oracle, are projected to spend 800 billion on AI this year and 1.3 trillion next year. Jason Bodner, a former Wall Street trader whose system has flagged stocks like Nvidia, Super Micro Computer, and Vertiv before major run ups, says a new light speed technology called Accelerated AI could be next in line for that spending.tc pixel

Watch Jason Bodner's free video on his top Accelerated AI pick
5/5/2026Geneos Wealth Management Inc.203,934$9.45M0.2%-0.9%0.304%
5/5/2026Members Trust Co7,651$355K0.0%N/A0.011%
5/2/2026Diversify Wealth Management LLC6,126$297K0.0%N/A0.009%
5/1/2026Fifth Third Bancorp2,850$132K0.0%+82.3%0.004%
5/1/2026EQ Wealth Advisors LLC31,704$1.47M0.9%-9.0%0.047%
5/1/2026Sequoia Financial Advisors LLC11,794$547K0.0%+11.0%0.018%
4/30/2026Waterfront Wealth Inc.41,954$1.95M0.4%+15.5%0.063%
4/30/2026Valued Wealth Advisors LLC52,443$2.43M1.0%-18.6%0.078%
4/30/2026Kestra Advisory Services LLC53,564$2.48M0.0%-5.0%0.080%
4/29/2026Nicholas Hoffman & Company LLC.88,096$4.08M0.1%+698.0%0.131%
4/28/2026Kathmere Capital Management LLC4,351$202K0.0%N/A0.006%
4/28/2026QRG Capital Management Inc.24,865$1.15M0.0%-4.1%0.037%
4/27/2026Kelman Lazarov Inc.496,936$23.04M3.3%+4.6%0.741%
4/24/2026Root Financial Partners LLC2,680$124K0.0%-7.6%0.004%
4/21/2026GHP Investment Advisors Inc.600,222$27.83M1.1%+0.8%0.895%
4/21/2026Silver Oak Securities Incorporated13,719$636K0.0%+11.4%0.020%
4/20/2026Breakwater Capital Group174,455$8.09M1.1%+8.5%0.260%
4/20/2026Factor Wealth Management LTD119,760$5.55M1.0%-21.3%0.178%
4/20/2026Dopkins Wealth Management LLC6,199$287K0.1%-15.1%0.009%
4/18/2026BCS Wealth Management49,484$2.29M0.5%-37.8%0.074%
4/18/2026Vermillion Wealth Management Inc.2,526$117K0.0%+13.4%0.004%
4/17/2026Bell Investment Advisors Inc163,451$7.58M1.2%-3.6%0.244%
4/16/2026Upper Left Wealth Management LLC11,801$547K0.3%-4.9%0.018%
4/16/2026Prairiewood Capital LLC301,819$13.99M4.0%+4.6%0.450%
3/17/2026Rockefeller Capital Management L.P.39,449$1.76M0.0%+63.5%0.058%
3/9/2026Corient Private Wealth LLC27,211$1.21M0.0%+398.5%0.040%
2/19/2026BFI Wealth Solutions LLC56,762$2.53M2.4%N/A0.084%
2/19/2026Birchwood Financial Partners Inc.15,377$685K0.7%N/A0.023%
2/19/2026Corient Private Wealth LLC27,211$1.21M0.0%+398.5%0.040%
2/18/2026Mercer Global Advisors Inc. ADV64,281$2.86M0.0%+58.1%0.095%
2/18/2026Wealthspire Retirement LLC15,435$688K0.0%+7.9%0.023%
2/18/2026Beacon Pointe Advisors LLC4,495$200K0.0%N/A0.007%
2/18/2026EP Wealth Advisors LLC10,327$460K0.0%N/A0.015%
2/18/2026Cahill Financial Advisors Inc.4,854$216K0.0%-19.8%0.007%
2/18/2026Ballast Financial Advisors LLC19,643$875K0.9%N/A0.029%
2/17/2026AQR Capital Management LLC56,797$2.53M0.0%+243.5%0.084%
2/17/2026Cetera Investment Advisers9,085$405K0.0%+39.2%0.013%
2/17/2026Osaic Holdings Inc.290,256$12.93M0.0%+12.7%0.429%
2/17/2026Captrust Financial Advisors7,793$347K0.0%+3.3%0.012%
2/17/2026Royal Bank of Canada44,775$2.00M0.0%+69.8%0.066%
2/17/2026Howe & Rusling Inc.1,884$84K0.0%-22.9%0.003%
2/16/2026MML Investors Services LLC9,523$424K0.0%+72.1%0.014%
2/16/2026Mariner LLC45,894$2.05M0.0%+8.5%0.068%
2/16/2026Focus Partners Wealth504,392$22.47M0.0%+254.6%0.746%
2/16/2026Arax Advisory Partners5,052$225K0.0%N/A0.007%
2/16/2026Bristlecone Value Partners LLC17,694$788K0.9%N/A0.026%
2/13/2026Smartleaf Asset Management LLC1,546$69K0.0%-17.0%0.002%
2/13/2026MorganRosel Wealth Management LLC160,447$7.15M1.8%+3,287.1%0.237%
2/13/2026Charles Schwab Investment Management Inc.28,451,450$1.27B0.2%-2.0%42.088%
2/13/2026Asset Allocation Strategies LLC32,885$1.47M0.3%+9.1%0.049%
Trump goes "all-in" on Grand Canyon energy breakthrough (Ad)

A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years. While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million. One company controls the entire supply chain behind this discovery.tc pixel

See the ticker behind this Grand Canyon energy breakthrough now
2/12/2026Jane Street Group LLC196,126$8.74M0.0%+58.4%0.290%
2/12/2026HRT Financial LP5,882$262K0.0%-55.2%0.009%
2/12/2026Litman Gregory Wealth Management LLC746$33K0.0%N/A0.001%
2/12/2026Commonwealth 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%
2/12/2026Bank of Montreal Can29,417$1.31M0.0%+78.9%0.044%
2/12/2026Cutler Investment Counsel LLC54,729$2.44M0.3%+4.5%0.081%
2/11/2026Capital Analysts LLC907$40K0.0%-23.2%0.001%
2/11/2026Brand Asset Management Group Inc.15,381$685K0.2%-26.4%0.023%
2/11/2026Focus Partners Advisor Solutions LLC53,084$2.37M0.0%+270.1%0.079%


FNDC Institutional Ownership - Frequently Asked Questions

During the previous two years, 198 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 4,332,027 shares in the last 24 months. This purchase volume represents approximately $193.44M in transactions.

Of the 91 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: Cornerstone Planning Group LLC ($1.60M), Charles Schwab Investment Management Inc. ($590.34K), Victory Capital Management Inc. ($500.14K), Focus Partners Wealth ($458.63K), Flow Traders U.S. LLC ($131.38K), Vise Technologies Inc. ($81.24K), and Factor Wealth Management LTD ($48.03K).

Institutional investors have sold a total of 3,854,552 shares in the last 24 months. This volume of shares sold represents approximately $172.23M in transactions.



Institutional ownership data for NYSEARCA:FNDC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/5/2026. New 13F filings are added each quarter as they're published.
From Our Partners