Who Owns Schwab Fundamental International Small Company Index ETF (FNDC)?Hedge Fund & Institutional Holders

$45.59-0.66 (-1.43%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.556053126700026e+208T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$32.97$37.36$41.75$46.14$50.53Sep 24Jun 25Mar 26

FNDC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bell Investment Advisors, IncIncreased+4K+$165.4M
GHP Investment Advisors, Inc.New Position+595K+$26.5M
EXENCIAL WEALTH ADVISORS, LLCNew Position+575K+$25.6M
Shore Point Advisors, LLCNew Position+347K+$9.5M
CWM, LLCNew Position+208K+$9.3M
Geneos Wealth Management Inc.New Position+206K+$9.2M
Breakwater Capital GroupNew Position+161K+$7.2M
MorganRosel Wealth Management, LLCNew Position+160K+$7.1M
ABBINGTON INVESTMENT GROUPNew Position+154K+$6.9M
CLUNE & ASSOCIATES, LTD.New Position+152K+$6.8M
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+149K+$6.0M
Grove Street Fiduciary, LLCNew Position+100K+$4.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+88K+$4.0M
BCS Wealth ManagementNew Position+80K+$3.5M
Keystone Wealth Services, LLCNew Position+70K+$3.2M

FNDC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-590K-$1.3T
CITADEL ADVISORS LLCDecreased-20K-$15.1B
UBS Group AGDecreased-7K-$8.5B
Creative PlanningDecreased-2K-$6.9B
RAYMOND JAMES FINANCIAL INCDecreased-1K-$6.4B
Dynamic Advisor Solutions LLCDecreased-28K-$6.4B
Vise Technologies, Inc.Decreased-81K-$5.1B
RF&L WEALTH MANAGEMENT, LLCDecreased-2K-$4.9B
Kestra Advisory Services, LLCDecreased-172-$2.5B
Quadcap Wealth Management, LLCDecreased-123-$2.2B
Entruity Wealth, LLCDecreased-19K-$2.1B
McGrath & Associates, Inc.Decreased-66-$2.1B
Cresset Asset Management, LLCClosed Position-42K-$1.9B
One Capital Management, LLCClosed Position-39K-$1.7B
NORTHWEST WEALTH MANAGEMENT, LLCDecreased-1K-$1.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc169,608$7.6B1.19%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC28,451,450$1.3B0.20%Share
3GHP Investment Advisors, Inc.594,755$26.5M1.09%Share
4EXENCIAL WEALTH ADVISORS, LLC575,262$25.6M0.81%Share
5Focus Partners Wealth504,392$22.0M0.03%Share
6VICTORY CAPITAL MANAGEMENT INC502,056$22.0M0.01%Share
7Kelman-Lazarov, Inc.475,257$21.2M3.02%Share
8MORGAN STANLEY376,320$16.0M0.00%Share
9CITADEL ADVISORS LLC320,399$14.0M0.00%Share
10Anchor Investment Management, LLC300$13.4M0.00%Share
11Prairiewood Capital, LLC288,581$12.9M3.99%Share
12High Probability Advisors, LLC287,982$12.8M1.71%Share
13OSAIC HOLDINGS, INC.264,126$11.0M0.02%Share
14COLLECTIVE FAMILY OFFICE LLC235,687$10.5M2.41%Share
15Opes Wealth Management LLC223,240$9.9M1.62%Share
16Charles Schwab Trust Co217,016$9.7M0.64%Share
17Shore Point Advisors, LLC346,744$9.5M4.00%Share
18CWM, LLC208,029$9.3M0.03%Share
19Geneos Wealth Management Inc.205,885$9.2M0.22%Share
20MORGAN STANLEY210,313$9.0M0.00%Share
21UBS Group AG184,095$8.2M0.00%Share
22Cherry Tree Wealth Management, LLC181,745$8.1M1.71%Share
23JANE STREET GROUP, LLC196,126$8.0M0.00%Share
24Breakwater Capital Group160,836$7.2M1.00%Share
25MorganRosel Wealth Management, LLC160,447$7.1M1.79%Share
26ABBINGTON INVESTMENT GROUP154,084$6.9M4.69%Share
27CLUNE & ASSOCIATES, LTD.152,214$6.8M1.46%Share
28Creative Planning154,110$6.0M0.00%Share
29RAYMOND JAMES FINANCIAL INC138,610$6.0M0.00%Share
30SUSQUEHANNA INTERNATIONAL GROUP, LLP149,188$6.0M0.00%Share
31Dynamic Advisor Solutions LLC115,235$5.1M0.16%Share
32RF&L WEALTH MANAGEMENT, LLC107,892$4.8M2.69%Share
33MOLLER WEALTH PARTNERS106,997$4.8M1.00%Share
34Grove Street Fiduciary, LLC100,192$4.5M1.87%Share
35WEALTH ENHANCEMENT ADVISORY SERVICES, LLC88,489$4.0M0.01%Share
36Modern Wealth Management, LLC87,315$3.9M0.07%Share
37BCS Wealth Management79,502$3.5M0.36%Share
38Keystone Wealth Services, LLC70,285$3.2M0.67%Share
39BANK OF AMERICA CORP /DE/71,969$3.0M0.00%Share
40Savant Capital, LLC80,793$3.0M0.02%Share
41Valued Wealth Advisors LLC64,419$2.9M1.26%Share
42CABOT WEALTH MANAGEMENT INC61,350$2.7M0.30%Share
43ATLas Financial Planning LLC58,996$2.6M2.58%Share
44Sterling Financial Planning, Inc.57,428$2.6M0.77%Share
45BFI Wealth Solutions, LLC56,762$2.5M2.41%Share
46CUTLER INVESTMENT COUNSEL LLC54,729$2.4M0.25%Share
47Quadcap Wealth Management, LLC49,560$2.2M0.25%Share
48McGrath & Associates, Inc.46,111$2.1M2.92%Share
49AQR CAPITAL MANAGEMENT LLC56,797$2.0M0.00%Share
50Mariner, LLC45,894$2.0M0.00%Share

FNDC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025272$9.3B+124
Q3 2025148$1.6T-84
Q2 2025232$1.6T-11
Q1 2025243$2.1T+42
Q4 2024201$43.3T+44
Q3 2024157$2009.0T+5
Q2 2024152$2101.6T+10
Q1 2024142$117.6T—

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As of Q4 2025, 50 institutional investors hold FNDC (Schwab Fundamental International Small Company Index ETF). The largest holder is Bell Investment Advisors, Inc with $7.6B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FNDC?

As of Q4 2025, 50 institutional investors report holding FNDC (Schwab Fundamental International Small Company Index ETF) in their 13F filings.

Who is the largest institutional holder of FNDC?

The largest institutional holder of FNDC is Bell Investment Advisors, Inc with $7.6B in shares.

Is institutional ownership of FNDC increasing or decreasing?

This quarter, 14 institutions opened new positions in FNDC and 2 closed their positions.