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Who Owns Schwab Fundamental International 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 Equity ETF.

Who crossed 5% of FNDF →
Managers holding
40
as of 2026-09-30
Reported value
$298M
summed across filings
Shares held
5.5M
Added vs trimmed
17 / 11
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
Capital Advisors Wealth Management, LLCFUNDAMENTAL INTL1.1M shadded$59.8M
Trust CoETF1.1M shtrimmed$58.9M
CANANDAIGUA NATIONAL BANK & TRUST COCom1M shtrimmed$53.8M
MFA WEALTH ADVISORS, LLCFUNDAMENTAL INTL856.7K shtrimmed$46.1M
Insight Wealth Strategies, LLCFUNDAMENTAL INTL387.2K shadded$20.8M
COLLECTIVE FAMILY OFFICE LLCFUNDAMENTAL INTL271.2K shtrimmed$14.6M
Canandaigua National Trust Co of FloridaCom129.5K shtrimmed$7M
Wealth Enhancement Trust Services, Inc.FUNDAMENTAL INTL126.8K shadded$6.8M
Farther Finance Advisors, LLCETF107.4K shtrimmed$5.8M
Kaizen Financial StrategiesFUNDAMENTAL INTL104.5K shadded$5.6M
Dupree Financial Group, LLCFUNDAMENTAL INTL41.1K shadded$2.2M
Dickmeyer Boyce Financial Management, Inc.FUNDAMENTAL INTL32.3K shadded$1.7M
ELEVATION WEALTH PARTNERS, LLCFUNDAMENTAL INTL28.8K shtrimmed$1.5M
City Center Advisors, LLCFUNDAMENTAL INTL28.6K shadded$1.5M
Worth Asset Management, LLCETF28.2K shadded$1.5M
Avidian Wealth Enterprises, LLCFUNDAMENTAL INTL24.3K shadded$1.3M
Wedmont Private CapitalFUNDAMENTAL INTL22.6K shadded$1.2M
Everhart Financial Group, Inc.FUNDAMENTAL INTL19.1K shtrimmed$1M
CoreCap Advisors, LLCETF17.6K shadded$946.9K
BOS Asset Management, LLCFUNDAMENTAL INTL15.9K shadded$855.8K
SigFig Wealth Management, LLCFUNDAMENTAL INTL11.2K shadded$602.8K
Apella Capital, LLCFUNDAMENTAL INTL10.6K shadded$568K
DIVERSIFIED MANAGEMENT INCFUNDAMENTAL INTL9.6K shheld$514.8K
Cambridge Financial Group, LLCFUNDAMENTAL INTL8.7K shheld$460.2K
GK Wealth Management LLCFUNDAMENTAL INTL8.5K shtrimmed$455.9K
Plan A Wealth LLCFUNDAMENTAL INTL7.7K shadded$414.9K
Tactive Advisors, LLCFUNDAMENTAL INTL7.2K shadded$385.9K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF6.7K shtrimmed$360.3K
Gradient Investments LLCFUNDAMENTAL INTL6.3K shadded$337.5K
PARK NATIONAL CORP /OH/Com4.3K shheld$230.6K
ROCKLAND TRUST COFUNDAMENTAL INTL4.2K sh—$224.5K
Valeo Financial Advisors, LLCETF3.8K shtrimmed$204.3K
ATWOOD & PALMER INCCOM1.9K sh—$104.3K
AMERICAN NATIONAL BANK & TRUSTFUNDAMENTAL INTL1K shheld$56.2K
TOMPKINS FINANCIAL CORPFUNDAMENTAL INTL632 shheld$34K
ARMSTRONG ADVISORY GROUP, INCFUNDAMENTAL INTL494 shheld$26.6K
GAMMA Investing LLCETF393 shheld$21.1K
Grove Bank & TrustFUNDAMENTAL INTL109 sh—$5.9K
Aventus Investment Advisors, Inc.ETF93 shheld$5K
Central Pacific Bank - Trust DivisionFUNDAMENTAL INTL58 shheld$3.1K

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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