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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
BCG
26
Breakwater Capital Group
New Jersey
$4.52M -$48.1K -1,349 -1%
CA
27
Clune & Associates
Illinois
$4.04M +$289K +8,117 +8%
GSF
28
Grove Street Fiduciary
New Hampshire
$3.98M +$131K +3,681 +3%
RLWM
29
RF&L Wealth Management
Massachusetts
$3.97M +$66.5K +1,865 +2%
MWP
30
Moller Wealth Partners
$3.69M +$454K +12,750 +14%
WFA
31
Wade Financial Advisory
California
$3.36M +$10.8K +303 +0.3%
MWM
32
Modern Wealth Management
Kansas
$3.19M +$3.14M +88,056 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.9M -$111K -3,123 -4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.88M +$15.3K +429 +0.5%
Bank of America
35
Bank of America
North Carolina
$2.84M +$218K +6,120 +8%
SFP
36
Sterling Financial Planning
New Jersey
$2.35M -$433K -12,157 -16%
PP
37
PrairieView Partners
Minnesota
$2.29M -$26K -729 -1%
Cerity Partners
38
Cerity Partners
New York
$2.07M -$31.3K -879 -2%
CWM
39
Cabot Wealth Management
Massachusetts
$2.06M +$41.1K +1,152 +2%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$2M -$23K -645 -1%
MA
41
McGrath & Associates
North Carolina
$1.97M -$65.6K -1,840 -3%
VWA
42
Valued Wealth Advisors
Utah
$1.79M -$298K -8,364 -14%
CIC
43
Cutler Investment Counsel
Oregon
$1.75M -$35.5K -997 -2%
QWM
44
Quadcap Wealth Management
Texas
$1.75M -$708K -19,858 -29%
LPL Financial
45
LPL Financial
California
$1.71M -$716K -20,100 -30%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.64M +$205K +5,753 +15%
SWM
47
Shakespeare Wealth Management
Wisconsin
$1.63M -$215K -6,020 -12%
EW
48
Entruity Wealth
California
$1.51M +$143K +4,015 +11%
CAM
49
Cresset Asset Management
Illinois
$1.48M
EWA
50
EQ Wealth Advisors
Texas
$1.36M +$4.31K +121 +0.3%

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.