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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

242 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, 72 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.29%
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
72
Reduced
73
Closed
30
Calls
$127K
Puts
–
Net Calls
+$127K
Net Calls Change
+$52K

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$17.4M
2
GWM
2
Geneos Wealth Management
Colorado
$15.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$53.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.6M
5
FTUS
5
Flow Traders U.S.
New York
$6.49M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$1.69B
2
CGL
2
Clarius Group LLC
Washington
$1.2M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$938K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$710K
5
LPL Financial
5
LPL Financial
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
26
Breakwater Capital Group
New Jersey
$4.52M -$48.8K -1,349 -1%
CA
27
Clune & Associates
Illinois
$4.04M +$294K +8,117 +8%
GSF
28
Grove Street Fiduciary
New Hampshire
$3.98M +$133K +3,681 +3%
RLWM
29
RF&L Wealth Management
Massachusetts
$3.97M +$67.5K +1,865 +2%
MWP
30
Moller Wealth Partners
$3.69M +$462K +12,750 +14%
WFA
31
Wade Financial Advisory
California
$3.36M +$11K +303 +0.3%
MWM
32
Modern Wealth Management
Kansas
$3.19M +$3.19M +88,056 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$2.9M -$113K -3,123 -4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.88M +$15.5K +429 +0.5%
Bank of America
35
Bank of America
North Carolina
$2.84M +$222K +6,120 +8%
SFP
36
Sterling Financial Planning
New Jersey
$2.35M -$440K -12,157 -16%
PP
37
PrairieView Partners
Minnesota
$2.29M -$26.4K -729 -1%
Cerity Partners
38
Cerity Partners
New York
$2.07M -$31.8K -879 -2%
CWM
39
Cabot Wealth Management
Massachusetts
$2.06M +$41.7K +1,152 +2%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$2M -$23.3K -645 -1%
MA
41
McGrath & Associates
North Carolina
$1.97M -$66.6K -1,840 -3%
VWA
42
Valued Wealth Advisors
Utah
$1.79M -$303K -8,364 -14%
CIC
43
Cutler Investment Counsel
Oregon
$1.75M -$36.1K -997 -2%
QWM
44
Quadcap Wealth Management
Texas
$1.75M -$719K -19,858 -29%
LPL Financial
45
LPL Financial
California
$1.71M -$728K -20,100 -30%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.64M +$208K +5,753 +15%
SWM
47
Shakespeare Wealth Management
Wisconsin
$1.63M -$218K -6,020 -12%
EW
48
Entruity Wealth
California
$1.51M +$145K +4,015 +11%
CAM
49
Cresset Asset Management
Illinois
$1.48M – – –
EWA
50
EQ Wealth Advisors
Texas
$1.36M +$4.38K +121 +0.3%
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