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Who Owns Schwab Fundamental International Small Equity ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab Fundamental International Small Equity ETF.

Who crossed 5% of FNDC →
Managers holding
12
as of 2026-09-30
Reported value
$32.2M
summed across filings
Shares held
645.5K
Added vs trimmed
7 / 1
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
COLLECTIVE FAMILY OFFICE LLCFUNDAMENTAL INTL254.5K shadded$12.7M
Breakwater Capital GroupFUNDAMENTAL INTL196.3K shadded$9.8M
Factor Wealth Management LTDFUNDAMENTAL INTL98.3K shtrimmed$4.9M
Hardin Capital Partners, LLCFUNDAMENTAL INTL29K shadded$1.4M
Farther Finance Advisors, LLCETF27K shadded$1.3M
Valeo Financial Advisors, LLCETF9.6K shadded$480.8K
Wedmont Private CapitalFUNDAMENTAL INTL9K shadded$443.8K
Apella Capital, LLCFUNDAMENTAL INTL8.6K sh—$424.5K
Cambridge Financial Group, LLCFUNDAMENTAL INTL5.8K shheld$281.8K
Paragon Capital Management LtdFUNDAMENTAL INTL4.3K shheld$215.9K
CoreCap Advisors, LLCETF2.9K shadded$143.7K
ELEVATION WEALTH PARTNERS, LLCFUNDAMENTAL INTL138 shheld$6.9K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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