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Schwab Fundamental International Small Company Index ETF

296 hedge funds and large institutions have $1.76B invested in Schwab Fundamental International Small Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 282296 (+14)

0% less capital invested

Capital invested by funds: $1.77B → $1.76B (-$1.78M)

1.82% less ownership

Funds ownership: 58.6%56.78% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 95

Holders
296
Holders Change
+14
Holders Change %
+4.96%
% of All Funds
3.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
37
Increased
69
Reduced
95
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$6.21K
KFAS
252
Keating Financial Advisory Services
Kansas
$6.12K
AIC
253
Archer Investment Corporation
Indiana
$5.99K
PB
254
Prosperity Bancshares
Texas
$5.98K
BWA
255
Basecamp Wealth Advisors
Washington
$5.79K
Citigroup
256
Citigroup
New York
$5.7K
HI
257
Harbour Investments
Wisconsin
$5.58K +$1.04K +22 +22%
AUB
258
Atlantic Union Bankshares
Virginia
$5.52K
IAIM
259
International Assets Investment Management
Florida
$5.45K
RWM
260
Rialto Wealth Management
New York
$5.42K
GCP
261
Gill Capital Partners
Colorado
$5.38K +$5.5K +116 New
SPIA
262
Steward Partners Investment Advisory
New York
$5.24K
GWANC
263
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.24K +$5.36K +113 New
TCM
264
Triumph Capital Management
Colorado
$4.64K -$14.5K -306 -75%
HPC
265
HM Payson & Co
Maine
$4.64K +$4.74K +100 New
SRCM
266
Signature Resources Capital Management
California
$4.64K +$4.74K +100 New
FFA
267
Frazier Financial Advisors
Ohio
$4.61K
DF
268
Dunhill Financial
United Kingdom
$4.54K
SAM
269
Smartleaf Asset Management
Massachusetts
$4.27K -$68.8K -1,451 -94%
CI
270
CX Institutional
Indiana
$4K
GJIA
271
Glass Jacobson Investment Advisors
Maryland
$3.51K
JWA
272
JFS Wealth Advisors
Pennsylvania
$3.46K
AW
273
Avion Wealth
Texas
$3K
DPW
274
DiNuzzo Private Wealth
Pennsylvania
$2.69K
HFS
275
Hantz Financial Services
Michigan
$2K