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Schwab Fundamental International Small Company Index ETF

246 hedge funds and large institutions have $2.12B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $2.01B → $2.12B (+$111M)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.76% more ownership

Funds ownership: 66.47%67.24% (+0.76%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 252246 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
246
Holders Change
-6
Holders Change %
-2.38%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
73
Reduced
72
Closed
30
Calls
$127K
Puts
Net Calls
+$127K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
251
Physician Wealth Advisors
Utah
-$54.2K -1,587 Closed
KBFS
252
Kohmann Bosshard Financial Services
Ohio
-$53.9K -1,578 Closed
WAG
253
Windsor Advisory Group
Ohio
-$45.6K -1,337 Closed
ACA
254
American Capital Advisory
Idaho
-$16.3K -477 Closed
BBHC
255
Brown Brothers Harriman & Co
New York
-$16K -470 Closed
SAM
256
Synergy Asset Management
Washington
-$17.7K -463 Closed
JFGIW
257
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$14.5K -415 Closed
US Bancorp
258
US Bancorp
Minnesota
-$10.7K -314 Closed
SFC
259
SYM Financial Corp
Indiana
-$8.6K -252 Closed
BWL
260
Bogart Wealth LLC
Virginia
-$7.78K -228 Closed
CI
261
Cordant Inc
Oregon
-$7.75K -227 Closed
BTI
262
Blue Trust Inc
Georgia
-$5.94K -174 Closed
HI
263
Human Investing
Oregon
-$4.75K -139 Closed
MFS
264
Mattson Financial Services
Michigan
-$5.19K -136 Closed
HWP
265
Highline Wealth Partners
California
-$3.04K -89 Closed
EW
266
Element Wealth
Mississippi
-$2.8K -82 Closed
TC
267
Truvestments Capital
Florida
-$2.56K -75 Closed
GEA
268
Glen Eagle Advisors
New Jersey
-$2.53K -74 Closed
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
-$1.16K -34 Closed
CAS
270
Coppell Advisory Solutions
Texas
-$1.06K -31 Closed
RCM
271
Raleigh Capital Management
North Carolina
-$672 -20 Closed
UCB
272
United Community Bank
South Carolina
-$683 -20 Closed
NIA
273
NBZ Investment Advisors
Tennessee
-$478 -14 Closed
AIA
274
Armor Investment Advisors
North Carolina
-$341 -10 Closed
GWSG
275
GPS Wealth Strategies Group
Colorado
-$307 -9 Closed

FNDC Hedge Fund Activity: Q1 2025 in Review

246 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q1 2025, worth a combined $2.12B — up 5.6% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FNDC and 29 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 73 added.

The largest buyer was Focus Partners Wealth, adding an estimated $11.4M. The largest seller was Charles Schwab, cutting an estimated $44M.

  • 246 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q1 2025, down from 252 in Q4 2024.
  • Funds reported $2.12B of Schwab Fundamental International Small Company Index ETF stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 29 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $11.4M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q1 2025 was Charles Schwab, an estimated $44M sold.

Based on aggregated 13F filings for Q1 2025.