SCHWAB FNDMNT INTL SM EQ ETF (FNDC) Institutional Ownership Changes & 13F Activity

SCHWAB FNDMNT INTL SM EQ ETF (FNDC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Charles Schwab Investment Management Inc, Susquehanna International Group, Llp, Osaic Holdings, Inc., Goldman Sachs Group Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+15,672+8.7%195,984$9.52MQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+702+234.0%1,002$48.64KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-128-1.6%7,771$377.35KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+230230$11.15KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-33,369-28.7%83,077$4.03MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-11,894-37.7%19,653$954.37KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-4,675-7.3%59,201$2.87MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+0.8%130$6.31KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+335+7.2%4,956$240.67KQ2 2026Aug 18, 2026
Asset Allocation Strategies LlcBuy+731+2.2%33,574$1.63MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+130+1.9%6,929$336.45KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-36-0.7%5,386$260.77KQ2 2026Aug 17, 2026
Charles Schwab Investment Management IncSell-6,006,500-21.4%22,024,118$1.07BQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+246,615+711.3%281,288$13.66MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+205,038+255.0%285,448$13.86MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+165,379165,379$8.03MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+20,29920,299$985.71KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+18,430+34.3%72,154$3.50MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+12,694+125.3%22,825$1.11MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+8,839+15.5%65,780$3.19MQ2 2026Aug 14, 2026
Keel Point, LlcBuy+7,8807,880$382.65KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-6,773-8.3%74,822$3.63MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+4,6044,604$223.59KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+3,430+509.7%4,103$199.25KQ2 2026Aug 14, 2026
Morganrosel Wealth Management, LlcBuy+3,377+3.4%102,929$5.00MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+3,119+12.0%29,035$1.40MQ2 2026Aug 14, 2026
Bank Of America CorpSell-1,701-2.0%81,905$3.98MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-1,701-1.1%153,554$7.46MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+1,549+16.2%11,138$540.00KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+627+11.6%6,009$291.80KQ2 2026Aug 14, 2026
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Frequently asked questions about FNDC activity

  • Which institutional owners are buying FNDC?

    Institutional owners buying FNDC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FNDC activity?

    "Buy" means an investor increased their reported position in FNDC compared to the prior reporting period. This reflects growing exposure to SCHWAB FNDMNT INTL SM EQ ETF (FNDC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FNDC increasing?

    Institutional interest in FNDC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.