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Schwab Fundamental International Small Company Index ETF

282 hedge funds and large institutions have $1.77B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 107 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

51% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 71

8% more funds holding

Funds holding: 261282 (+21)

0% more capital invested

Capital invested by funds: $1.77B → $1.77B (+$1.08M)

0.94% less ownership

Funds ownership: 59.53%58.6% (-0.94%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
282
Holders Change
+21
Holders Change %
+8.05%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
47
Increased
107
Reduced
71
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Clune & Associates
Illinois
$6.78M +$1.41M +31,645 +26%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$6.65M +$6.63M +149,188 New
Raymond James Financial
28
Raymond James Financial
Florida
$6.38M -$51.3K -1,155 -0.8%
FTUS
29
Flow Traders U.S.
New York
$5.32M -$8.5M -191,276 -62%
DAS
30
Dynamic Advisor Solutions
Arizona
$5.13M -$1.25M -28,117 -20%
RLWM
31
RF&L Wealth Management
Massachusetts
$4.81M -$69.8K -1,570 -1%
MWP
32
Moller Wealth Partners
$4.77M +$5.6K +126 +0.1%
GSF
33
Grove Street Fiduciary
New Hampshire
$4.46M -$325K -7,321 -7%
Bank of America
34
Bank of America
North Carolina
$4.06M +$46.3K +1,042 +1%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$4.02M +$251K +5,637 +7%
MWM
36
Modern Wealth Management
Kansas
$4.02M +$84.2K +1,893 +2%
SC
37
Savant Capital
Illinois
$3.6M -$92.2K -2,073 -3%
BWM
38
BCS Wealth Management
Tennessee
$3.54M +$2.44M +54,953 +224%
KWS
39
Keystone Wealth Services
California
$3.18M +$3.12M +70,285 New
VWA
40
Valued Wealth Advisors
Utah
$2.87M +$23.6K +530 +0.8%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$2.86M +$1.05M +23,613 +58%
CWM
42
Cabot Wealth Management
Massachusetts
$2.73M +$184K +4,144 +7%
AFP
43
ATLas Financial Planning
Georgia
$2.63M +$2.62M +58,996 New
SFP
44
Sterling Financial Planning
New Jersey
$2.56M -$15K -338 -0.6%
AQR Capital Management
45
AQR Capital Management
Connecticut
$2.53M +$1.79M +40,262 +243%
BWS
46
BFI Wealth Solutions
Texas
$2.53M +$2.52M +56,762 New
KAS
47
Kestra Advisory Services
Texas
$2.51M -$7.65K -172 -0.3%
BW
48
Bravera Wealth
North Dakota
$2.49M +$2.49M +55,992 New
CIC
49
Cutler Investment Counsel
Oregon
$2.44M +$105K +2,369 +5%
Corient Private Wealth
50
Corient Private Wealth
Florida
$2.43M +$2.18M +48,963 +897%