Public ownership evidence

Schwab Fundamental International Small Equity ETF (FNDC) Ownership Disclosures

Read FNDC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Schwab Fundamental International Small Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
19,653
Value (USD)
$954,367
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FNDC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FNDC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-2819,653$954,367None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28413$20,055None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28413$19,147None
Kings Path Partners LLC2026-03-312026-08-227,874$365,039None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21116$5,633None
Archer Investment Corp2026-06-302026-08-20130$6,307None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2059,201$2,874,823None
Sankala Group LLC2026-06-302026-08-19111$5,600None
Beacon Pointe Advisors, LLC2026-06-302026-08-194,956$240,670None
Parvin Asset Management, LLC2026-06-302026-08-18848$41,179None
Corient Private Wealth LP2026-06-302026-08-1819,646$953,979None
Asset Allocation Strategies LLC2026-06-302026-08-1833,574$1,630,355None
Pure Financial Advisors, LLC2026-06-302026-08-186,929$336,448None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,386$260,775None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1517$826None
AMERIFLEX GROUP, INC.2026-06-302026-08-1560$2,914None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15664$32,245None
Modern Wealth Management, LLC2026-06-302026-08-1571,859$3,489,487None
Modern Wealth Management, LLC2026-06-302026-08-152,902$140,921None
Modern Wealth Management, LLC2026-06-302026-08-1561$2,962None
Basecamp Wealth Advisors LLC2026-06-302026-08-15125$6,070None
MorganRosel Wealth Management, LLC2026-06-302026-08-15102,929$4,998,232None
NFSG Corp2026-06-302026-08-15526$25,543None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1522,024,118$1,069,491,170None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1522,024,118$1,069,491,170None
IFG Advisory, LLC2026-06-302026-08-154,604$223,586None
OSAIC HOLDINGS, INC.2026-06-302026-08-1528,526$1,385,240None
OSAIC HOLDINGS, INC.2026-06-302026-08-15256,922$12,476,851None
JANE STREET GROUP, LLC2026-06-302026-08-1522,825$1,108,382None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15281,288$13,659,345None
Ancora Advisors LLC2026-06-302026-08-151,192$57,884None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$1,651None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-151,674$81,289None
Waverly Advisors, LLC2026-06-302026-08-156,009$291,795None
Keel Point, LLC2026-06-302026-08-157,880$382,648None
Bristlecone Value Partners, LLC2026-06-302026-08-1517,269$838,582None
&PARTNERS2026-06-302026-08-155,541$269,055None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1529,035$1,402,383None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1533$1,602None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1520,266$984,104None
Prosperity Bancshares Inc2026-06-302026-08-15129$6,264None
MAI Capital Management2026-06-302026-08-158,240$400,158None
Cerity Partners LLC2026-06-302026-08-153,168$153,817None
Cerity Partners LLC2026-06-302026-08-15255$12,383None
Cerity Partners LLC2026-06-302026-08-1568,731$3,337,569None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1565,780$3,194,294None
ROYAL BANK OF CANADA2026-06-302026-08-153,315$161,000None
ROYAL BANK OF CANADA2026-06-302026-08-157,362$357,000None
ROYAL BANK OF CANADA2026-06-302026-08-15461$22,000None
CITADEL ADVISORS LLC2026-06-302026-08-1583,077$4,034,219None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Kings Path Partners LLC ↗GILL CAPITAL PARTNERS, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗Parvin Asset Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.