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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
MWP
26
Moller Wealth Partners
$4.97M +$5.45K +115 +0.1%
RLWM
27
RF&L Wealth Management
Massachusetts
$4.93M -$75.1K -1,584 -1%
MWM
28
MorganRosel Wealth Management
Colorado
$4.62M -$2.89M -60,895 -38%
GSF
29
Grove Street Fiduciary
New Hampshire
$4.59M -$52.5K -1,107 -1%
NHC
30
Nicholas Hoffman & Company
Georgia
$4.08M +$3.65M +77,056 +698%
Bank of America
31
Bank of America
North Carolina
$3.88M -$353K -7,440 -8%
MWM
32
Modern Wealth Management
Kansas
$3.84M -$412K -8,683 -10%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.73M -$9.95M -209,846 -72%
SC
34
Savant Capital
Illinois
$3.4M -$356K -7,517 -9%
AFP
35
ATLas Financial Planning
Georgia
$3.17M +$446K +9,399 +16%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.04M -$1.11M -23,362 -26%
BWS
37
BFI Wealth Solutions
Texas
$2.98M +$301K +6,341 +11%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$2.96M -$19.2K -405 -0.6%
Mariner
39
Mariner
Kansas
$2.94M +$829K +17,483 +38%
CWM
40
Cabot Wealth Management
Massachusetts
$2.92M +$79.7K +1,682 +3%
BW
41
Bravera Wealth
North Dakota
$2.85M +$264K +5,573 +10%
CIC
42
Cutler Investment Counsel
Oregon
$2.75M +$216K +4,558 +8%
AQR Capital Management
43
AQR Capital Management
Connecticut
$2.64M +$6.83K +144 +0.3%
Cerity Partners
44
Cerity Partners
New York
$2.49M +$27.7K +585 +1%
KAS
45
Kestra Advisory Services
Texas
$2.48M -$134K -2,817 -5%
SFP
46
Sterling Financial Planning
New Jersey
$2.46M -$203K -4,292 -7%
LPL Financial
47
LPL Financial
California
$2.44M +$161K +3,399 +7%
VWA
48
Valued Wealth Advisors
Utah
$2.43M -$568K -11,976 -19%
FPAS
49
Focus Partners Advisor Solutions
Missouri
$2.32M -$140K -2,947 -6%
BWM
50
BCS Wealth Management
Tennessee
$2.29M -$1.42M -30,018 -38%