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Schwab Fundamental International Small Company Index ETF

250 hedge funds and large institutions have $1.7B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 25 closing their positions.

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
78
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GSF
26
Grove Street Fiduciary
New Hampshire
$4.66M 110,901 +956 +0.9%
RLWM
27
RF&L Wealth Management
Massachusetts
$4.59M 109,207 -573 -0.5%
MWP
28
Moller Wealth Partners
$4.57M 108,766 +6,800 +7%
Bank of America
29
Bank of America
North Carolina
$3.74M 88,958 +10,377 +13%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.59M 85,414 +5,896 +7%
MWM
31
Modern Wealth Management
Kansas
$3.39M 80,670 -7,386 -8%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.36M 79,314 -883 -1%
VWA
33
Valued Wealth Advisors
Utah
$2.73M 64,808 +15,377 +31%
SFP
34
Sterling Financial Planning
New Jersey
$2.63M 62,524 -2,295 -4%
PP
35
PrairieView Partners
Minnesota
$2.57M 61,019 -2,179 -3%
Cerity Partners
36
Cerity Partners
New York
$2.46M 58,463 +1,147 +2%
CWM
37
Cabot Wealth Management
Massachusetts
$2.39M 56,943 +154 +0.3%
Citadel Advisors
38
Citadel Advisors
Florida
$2.34M 55,588 +28,624 +106%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$2.22M 52,878 -2,462 -4%
CIC
40
Cutler Investment Counsel
Oregon
$2.21M 52,591 +4,224 +9%
QWM
41
Quadcap Wealth Management
Texas
$2.14M 50,860 +2,540 +5%
MA
42
McGrath & Associates
North Carolina
$2.08M 49,435 -4,926 -9%
LPL Financial
43
LPL Financial
California
$1.98M 47,009 -351 -0.7%
EW
44
Entruity Wealth
California
$1.92M 45,742 +4,075 +10%
OCM
45
One Capital Management
California
$1.81M 43,160 +43,160 New
CAM
46
Cresset Asset Management
Illinois
$1.72M 40,944
SWM
47
Shakespeare Wealth Management
Wisconsin
$1.7M 40,355 -4,538 -10%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.66M 39,507 -5,775 -13%
Goldman Sachs
49
Goldman Sachs
New York
$1.6M 38,023 +38,023 New
EWA
50
EQ Wealth Advisors
Texas
$1.56M 37,096 -435 -1%