SCHWAB FNDMNT INTL SM EQ ETF (FNDC) Institutional Shareholders
SCHWAB FNDMNT INTL SM EQ ETF (FNDC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.77B in FNDC holdings during the latest filing period.
Charles Schwab Investment Management Inc is currently the largest disclosed institutional shareholder of FNDC tracked by InsiderSet, reporting ownership valued at approximately $1.30B in its March 31, 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 $1.41B, representing an estimated gain of +8.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed FNDC value among the investors covered in this analysis. Major shareholders include Charles Schwab Investment Management Inc, Ghp Investment Advisors, Inc., 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
288
Total Reported Value
$1.77B
Largest Holder
Charles Schwab Investment Management Inc
Largest Position
$1.30B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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 | 0.20% | 28,030,618 | $1,299,499,458 | $1,411,804,121 | +$112,304,663 | +8.64% | |
| Ghp Investment Advisors, Inc. | 1.09% | 610,029 | $29,623,007 | $30,725,026 | +$1,102,019 | +3.72% | |
| Morgan Stanley | 0.00% | 601,979 | $27,907,808 | $30,319,575 | +$2,411,767 | +8.64% | |
| Exencial Wealth Advisors, Llc | 0.80% | 556,861 | $25,816,073 | $28,047,140 | +$2,231,067 | +8.64% | |
| Focus Partners Wealth | 0.03% | 504,743 | $23,399,897 | $25,422,138 | +$2,022,241 | +8.64% | |
| Kelman-Lazarov, Inc. | 3.30% | 496,936 | $23,037,943 | $25,028,927 | +$1,990,984 | +8.64% | |
| Prairiewood Capital, Llc | 3.91% | 310,432 | $15,074,555 | $15,635,373 | +$560,818 | +3.72% | |
| High Probability Advisors, Llc | 1.59% | 306,034 | $14,861,008 | $15,413,861 | +$552,853 | +3.72% | |
| Victory Capital Management Inc | 0.01% | 281,277 | $13,040,002 | $14,166,938 | +$1,126,936 | +8.64% | |
| Collective Family Office Llc | 2.51% | 252,308 | $12,252,076 | $12,707,871 | +$455,795 | +3.72% | |
| Charles Schwab Trust Co | 0.62% | 228,891 | $11,114,947 | $11,528,439 | +$413,492 | +3.72% | |
| Opes Wealth Management Llc | 1.78% | 225,489 | $10,453,678 | $11,357,092 | +$903,414 | +8.64% | |
| Cwm, Llc | 0.03% | 212,911 | $9,870,557 | $10,723,582 | +$853,025 | +8.64% | |
| Geneos Wealth Management Inc. | 0.22% | 203,934 | $9,454,371 | $10,271,442 | +$817,071 | +8.64% | |
| Breakwater Capital Group | 1.11% | 190,984 | $9,274,205 | $9,619,196 | +$344,991 | +3.72% | |
| Cherry Tree Wealth Management, Llc | 1.77% | 180,312 | $8,359,279 | $9,081,684 | +$722,405 | +8.64% | |
| Ubs Group Ag | 0.00% | 175,564 | $8,139,147 | $8,842,544 | +$703,397 | +8.64% | |
| Creative Planning | 0.01% | 163,886 | $7,597,744 | $8,254,364 | +$656,620 | +8.64% | |
| Bell Investment Advisors, Inc | 1.19% | 163,451 | $7,577,575 | $8,232,455 | +$654,880 | +8.64% | |
| Raymond James Financial Inc | 0.00% | 155,255 | $7,197,642 | $7,819,651 | +$622,009 | +8.64% | |
| Shore Point Advisors, Llc | 2.42% | 176,242 | $7,087,508 | $8,876,693 | +$1,789,185 | +25.24% | |
| Abbington Investment Group | 3.95% | 127,718 | $6,201,898 | $6,432,709 | +$230,811 | +3.72% | |
| Dynamic Advisor Solutions Llc | 0.17% | 122,489 | $5,948,046 | $6,169,342 | +$221,296 | +3.72% | |
| Moller Wealth Partners | 0.98% | 112,018 | $5,439,612 | $5,641,955 | +$202,343 | +3.72% | |
| Citadel Advisors Llc | 0.00% | 116,446 | $5,398,437 | $5,864,977 | +$466,540 | +8.64% | |
| Rf&L Wealth Management, Llc | 3.47% | 105,517 | $5,123,906 | $5,314,522 | +$190,616 | +3.72% | |
| Factor Wealth Management Ltd | 0.76% | 104,181 | $5,059,042 | $5,247,232 | +$188,190 | +3.72% | |
| Grove Street Fiduciary, Llc | 2.03% | 98,882 | $4,801,710 | $4,980,340 | +$178,630 | +3.72% | |
| Morganrosel Wealth Management, Llc | 1.82% | 99,552 | $4,615,231 | $5,014,086 | +$398,855 | +8.64% | |
| Nicholas Hoffman & Company, Llc. | 0.09% | 88,096 | $4,084,112 | $4,437,087 | +$352,975 | +8.64% | |
| Bank Of America Corp | 0.00% | 83,606 | $3,875,967 | $4,210,942 | +$334,975 | +8.64% | |
| Modern Wealth Management, Llc | 0.07% | 81,595 | $3,836,611 | $4,109,655 | +$273,044 | +7.12% | |
| Osaic Holdings, Inc. | 0.01% | 80,410 | $3,727,713 | $4,049,970 | +$322,257 | +8.64% | |
| Savant Capital, Llc | 0.02% | 73,276 | $3,397,092 | $3,690,656 | +$293,564 | +8.64% | |
| Bravera Wealth | 1.28% | 68,728 | $3,337,432 | $3,461,589 | +$124,157 | +3.72% | |
| Atlas Financial Planning Llc | 2.64% | 67,147 | $3,260,658 | $3,381,959 | +$121,301 | +3.72% | |
| Cutler Investment Counsel Llc | 0.30% | 66,204 | $3,214,889 | $3,334,464 | +$119,575 | +3.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 64,596 | $3,155,512 | $3,253,474 | +$97,962 | +3.10% | |
| Cabot Wealth Management Inc | 0.31% | 63,063 | $3,062,317 | $3,176,263 | +$113,946 | +3.72% | |
| Bfi Wealth Solutions, Llc | 2.86% | 63,103 | $2,983,530 | $3,178,277 | +$194,747 | +6.53% | |
| Mercer Global Advisors Inc | 0.00% | 63,876 | $2,961,299 | $3,217,211 | +$255,912 | +8.64% | |
| Mariner, Llc | 0.00% | 63,377 | $2,938,150 | $3,192,078 | +$253,928 | +8.64% | |
| Bcs Wealth Management | 0.52% | 59,639 | $2,896,121 | $3,003,808 | +$107,687 | +3.72% | |
| Aqr Capital Management Llc | 0.00% | 56,941 | $2,639,776 | $2,867,919 | +$228,143 | +8.64% | |
| Kestra Advisory Services, Llc | 0.01% | 52,874 | $2,567,581 | $2,663,078 | +$95,497 | +3.72% | |
| Valued Wealth Advisors Llc | 0.91% | 51,623 | $2,506,797 | $2,600,070 | +$93,273 | +3.72% | |
| Cerity Partners Llc | 0.00% | 53,724 | $2,490,618 | $2,705,890 | +$215,272 | +8.64% | |
| Sterling Financial Planning, Inc. | 0.73% | 53,136 | $2,463,404 | $2,676,274 | +$212,870 | +8.64% | |
| Lpl Financial Llc | 0.00% | 52,601 | $2,438,593 | $2,649,328 | +$210,735 | +8.64% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 50,137 | $2,324,372 | $2,525,225 | +$200,853 | +8.64% |
Frequently asked questions about FNDC
Who owns the most FNDC stock?
The largest holders of FNDC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB FNDMNT INTL SM EQ ETF (FNDC).
Is FNDC widely held by superinvestors?
Many widely followed stocks like FNDC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNDC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.