13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FNDC

SCHWAB FNDMNT INTL SM EQ ETF

316 institutions still hold SCHWAB FNDMNT INTL SM EQ ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524748·Exchange Traded Fund·316 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.6B
visible holders
Holders
316
filers reporting
Concentration
82.26%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

316 institutions reported FNDC in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 82.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$1.3B28.0M0.20%Q1 202602
GHP Investment Advisors, Inc.
CIK 0001401561
$30M610K1.09%Q2 202603
MORGAN STANLEY
CIK 0000895421
$28M602K0.00%Q1 202604
EXENCIAL WEALTH ADVISORS, LLC
CIK 0001576151
$26M557K0.80%Q1 202605
Kelman-Lazarov, Inc.
CIK 0001672067
$23M497K3.30%Q1 202606
Focus Partners Wealth
CIK 0001542153
$22M504K0.03%Q4 202507
High Probability Advisors, LLC
CIK 0002039415
$15M306K1.59%Q2 202608
CITADEL ADVISORS LLC
CIK 0001423053
$14M320K0.00%Q4 202509
Prairiewood Capital, LLC
CIK 0001839695
$14M302K4.05%Q1 202610
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$13M281K0.01%Q1 202611
COLLECTIVE FAMILY OFFICE LLC
CIK 0001845066
$12M252K2.51%Q2 202612
Charles Schwab Trust Co
CIK 0001789219
$11M229K0.62%Q2 202613
Opes Wealth Management LLC
CIK 0001766918
$10M225K1.72%Q1 202614
CWM, LLC
CIK 0001535847
$10M213K0.03%Q1 202615
Geneos Wealth Management Inc.
CIK 0001764754
$9M204K0.22%Q1 202616
Breakwater Capital Group
CIK 0001964309
$9M191K1.11%Q2 202617
Shilanski & Associates, Inc.
CIK 0001722084
$9M196K2.32%Q3 202518
Cherry Tree Wealth Management, LLC
CIK 0001985414
$8M180K1.77%Q1 202619
UBS Group AG
CIK 0001610520
$8M176K0.00%Q1 202620
Creative Planning
CIK 0001540235
$8M164K0.01%Q1 2026
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