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Schwab Fundamental International Small Company Index ETF

253 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 39 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
78
Reduced
80
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSF
26
Grove Street Fiduciary
New Hampshire
$4.66M +$40.2K +956 +0.9%
RLWM
27
RF&L Wealth Management
Massachusetts
$4.59M -$24.1K -573 -0.5%
MWP
28
Moller Wealth Partners
$4.57M +$286K +6,800 +7%
Bank of America
29
Bank of America
North Carolina
$3.74M +$436K +10,377 +13%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.59M +$248K +5,896 +7%
MWM
31
Modern Wealth Management
Kansas
$3.39M -$311K -7,386 -8%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$3.36M -$37.4K -883 -1%
VWA
33
Valued Wealth Advisors
Utah
$2.73M +$647K +15,377 +31%
SFP
34
Sterling Financial Planning
New Jersey
$2.63M -$96.5K -2,295 -4%
PP
35
PrairieView Partners
Minnesota
$2.57M -$91.6K -2,179 -3%
Cerity Partners
36
Cerity Partners
New York
$2.46M +$48.2K +1,147 +2%
CWM
37
Cabot Wealth Management
Massachusetts
$2.39M +$6.48K +154 +0.3%
Citadel Advisors
38
Citadel Advisors
Florida
$2.34M +$1.2M +28,624 +106%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$2.22M -$104K -2,462 -4%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.22M +$2.22M +52,708 New
CIC
41
Cutler Investment Counsel
Oregon
$2.21M +$178K +4,224 +9%
QWM
42
Quadcap Wealth Management
Texas
$2.14M +$107K +2,540 +5%
MA
43
McGrath & Associates
North Carolina
$2.08M -$207K -4,926 -9%
LPL Financial
44
LPL Financial
California
$1.98M -$14.8K -351 -0.7%
EW
45
Entruity Wealth
California
$1.92M +$171K +4,075 +10%
OCM
46
One Capital Management
California
$1.81M +$1.81M +43,160 New
CAM
47
Cresset Asset Management
Illinois
$1.72M
SWM
48
Shakespeare Wealth Management
Wisconsin
$1.7M -$191K -4,538 -10%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.66M -$243K -5,775 -13%
Goldman Sachs
50
Goldman Sachs
New York
$1.6M +$1.6M +38,023 New