FNDC Institutional Ownership & Shareholders
SCHWAB FNDMNT INTL SM EQ ETF (FNDC) is currently held by 299 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.64B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDC tracked by InsiderSet, reporting ownership valued at approximately $1.07B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.08B, representing an estimated gain of +1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed FNDC value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Savant Capital, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SCHWAB FNDMNT INTL SM EQ ETF (FNDC).
This page ranks the largest institutional FNDC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
299
Total Reported Value
$1.64B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$1.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 0.14% | 22,024,118 | $1,069,491,170 | $1,083,806,847 | +$14,315,677 | +1.34% | |
| Savant Capital, Llc | 0.10% | 673,652 | $33,503,506 | $33,150,415 | -$353,091 | -1.05% | |
| Morgan Stanley | 0.00% | 662,620 | $32,176,908 | $32,607,530 | +$430,622 | +1.34% | |
| Ghp Investment Advisors, Inc. | 1.15% | 616,109 | $30,700,736 | $30,318,724 | -$382,012 | -1.24% | |
| Exencial Wealth Advisors, Llc | 0.80% | 556,861 | $25,816,073 | $27,403,130 | +$1,587,057 | +6.15% | |
| Kelman-Lazarov, Inc. | 3.11% | 489,415 | $23,766,006 | $24,084,112 | +$318,106 | +1.34% | |
| Focus Partners Wealth | 0.02% | 472,999 | $22,968,875 | $23,276,281 | +$307,406 | +1.34% | |
| Prairiewood Capital, Llc | 4.11% | 326,625 | $16,275,700 | $16,073,216 | -$202,484 | -1.24% | |
| High Probability Advisors, Llc | 1.78% | 318,564 | $15,874,020 | $15,676,534 | -$197,486 | -1.24% | |
| Osaic Holdings, Inc. | 0.02% | 285,448 | $13,862,091 | $14,046,896 | +$184,805 | +1.33% | |
| Susquehanna International Group, Llp | 0.01% | 281,288 | $13,659,345 | $13,842,182 | +$182,837 | +1.34% | |
| Collective Family Office Llc | 2.62% | 254,481 | $12,680,766 | $12,523,010 | -$157,756 | -1.24% | |
| Victory Capital Management Inc | 0.01% | 260,041 | $12,627,591 | $12,796,618 | +$169,027 | +1.34% | |
| Ep Wealth Advisors, Llc | 0.04% | 233,593 | $11,343,285 | $11,495,112 | +$151,827 | +1.34% | |
| Opes Wealth Management Llc | 1.78% | 225,489 | $10,453,678 | $11,096,314 | +$642,636 | +6.15% | |
| Geneos Wealth Management Inc. | 0.21% | 208,257 | $10,112,972 | $10,248,327 | +$135,355 | +1.34% | |
| Cwm, Llc | 0.03% | 212,911 | $9,870,557 | $10,477,350 | +$606,793 | +6.15% | |
| Breakwater Capital Group | 1.16% | 196,307 | $9,781,981 | $9,660,267 | -$121,714 | -1.24% | |
| Creative Planning | 0.00% | 174,715 | $8,706,066 | $8,597,725 | -$108,341 | -1.24% | |
| Bell Investment Advisors, Inc | 1.26% | 172,393 | $8,590,353 | $8,483,460 | -$106,893 | -1.24% | |
| Ubs Group Ag | 0.00% | 175,730 | $8,533,449 | $8,647,673 | +$114,224 | +1.34% | |
| Goldman Sachs Group Inc | 0.00% | 165,379 | $8,030,804 | $8,138,301 | +$107,497 | +1.34% | |
| Cherry Tree Wealth Management, Llc | 1.41% | 149,804 | $7,464,725 | $7,371,855 | -$92,870 | -1.24% | |
| Raymond James Financial Inc | 0.00% | 153,554 | $7,456,595 | $7,556,392 | +$99,797 | +1.34% | |
| Shore Point Advisors, Llc | 2.35% | 178,947 | $7,398,633 | $8,805,982 | +$1,407,349 | +19.02% | |
| Nicholas Hoffman & Company, Llc. | 0.14% | 132,997 | $6,627,217 | $6,544,782 | -$82,435 | -1.24% | |
| Abbington Investment Group | 4.08% | 126,218 | $6,289,363 | $6,211,188 | -$78,175 | -1.24% | |
| Dynamic Advisor Solutions Llc | 0.18% | 125,650 | $6,261,119 | $6,183,237 | -$77,883 | -1.24% | |
| Moller Wealth Partners | 1.07% | 117,346 | $5,847,367 | $5,774,597 | -$72,770 | -1.24% | |
| Rf&L Wealth Management, Llc | 3.51% | 104,747 | $5,219,543 | $5,154,600 | -$64,943 | -1.24% | |
| Morganrosel Wealth Management, Llc | 1.69% | 102,929 | $4,998,232 | $5,065,136 | +$66,904 | +1.34% | |
| Factor Wealth Management Ltd | 0.75% | 98,308 | $4,898,691 | $4,837,737 | -$60,954 | -1.24% | |
| Grove Street Fiduciary, Llc | 2.10% | 92,927 | $4,630,552 | $4,572,938 | -$57,614 | -1.24% | |
| Wealth Forward, Llc | 2.07% | 91,808 | $4,574,793 | $4,517,872 | -$56,921 | -1.24% | |
| Citadel Advisors Llc | 0.00% | 83,077 | $4,034,219 | $4,088,219 | +$54,000 | +1.34% | |
| Bfi Wealth Solutions, Llc | 2.74% | 80,256 | $3,999,192 | $3,949,398 | -$49,794 | -1.25% | |
| Bank Of America Corp | 0.00% | 81,905 | $3,977,329 | $4,030,545 | +$53,216 | +1.34% | |
| Mariner, Llc | 0.00% | 78,775 | $3,825,343 | $3,876,518 | +$51,175 | +1.34% | |
| Modern Wealth Management, Llc | 0.04% | 74,822 | $3,633,370 | $3,681,991 | +$48,621 | +1.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 71,039 | $3,507,211 | $3,495,829 | -$11,382 | -0.32% | |
| Cerity Partners Llc | 0.00% | 72,154 | $3,503,769 | $3,550,698 | +$46,929 | +1.34% | |
| Charles Schwab Trust Co | 0.19% | 67,205 | $3,348,843 | $3,307,158 | -$41,685 | -1.24% | |
| Bravera Wealth | 1.28% | 68,728 | $3,337,432 | $3,382,105 | +$44,673 | +1.34% | |
| Bcs Wealth Management | 0.58% | 65,466 | $3,262,232 | $3,221,582 | -$40,650 | -1.25% | |
| Atlas Financial Planning Llc | 2.64% | 67,147 | $3,260,658 | $3,304,304 | +$43,646 | +1.34% | |
| Cutler Investment Counsel Llc | 0.30% | 64,380 | $3,208,079 | $3,168,140 | -$39,939 | -1.24% | |
| Aqr Capital Management Llc | 0.00% | 65,780 | $3,194,294 | $3,237,034 | +$42,740 | +1.34% | |
| Cabot Wealth Management Inc | 0.31% | 63,063 | $3,062,317 | $3,103,330 | +$41,013 | +1.34% | |
| Mercer Global Advisors Inc | 0.00% | 59,201 | $2,874,823 | $2,913,281 | +$38,458 | +1.34% | |
| Hb Wealth Management, Llc | 0.01% | 53,811 | $2,681,389 | $2,648,039 | -$33,350 | -1.24% |
Frequently asked questions about FNDC
Who are the largest institutional holders of FNDC?
The largest institutional holders of FNDC reported in the latest SEC Form 13F filings include Charles Schwab Investment Management Inc, Savant Capital, Llc, Morgan Stanley, Ghp Investment Advisors, Inc., and Exencial Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FNDC position.
What is FNDC institutional ownership?
This page tracks FNDC positions reported by institutional investment managers through SEC Form 13F. SCHWAB FNDMNT INTL SM EQ ETF (FNDC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNDC?
InsiderSet currently tracks 299 institutional managers reporting FNDC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FNDC shareholders.
How much FNDC stock do institutions own?
Institutional investment managers disclosed approximately $1.64B in FNDC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNDC institutional ownership last updated?
The latest FNDC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FNDC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FNDC position after the reporting date.
Are institutions buying or selling FNDC?
Institutional buying and selling can be analyzed by comparing FNDC positions across consecutive 13F reporting periods. InsiderSet's FNDC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNDC ownership changes.
How has FNDC institutional ownership changed over time?
InsiderSet tracks FNDC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.