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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
NWM
51
Northwest Wealth Management
Iowa
$1.32M -$7.48K -210 -0.6%
ADL
52
Asset Dedication LLC
California
$1.29M -$90.3K -2,534 -7%
Mariner
53
Mariner
Kansas
$1.28M +$247K +6,934 +24%
WW
54
Waterfront Wealth
Kansas
$1.26M +$84.1K +2,359 +7%
CGL
55
Clarius Group LLC
Washington
$1.2M -$2.23M -62,678 -65%
SWM
56
Seed Wealth Management
Illinois
$1.16M
PA
57
PFG Advisors
Arizona
$1.07M +$42.8K +1,200 +4%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.06M +$160K +4,480 +18%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$1.64K -46 -0.2%
Citadel Advisors
60
Citadel Advisors
Florida
$976K -$597K -16,742 -38%
IWC
61
Integrated Wealth Concepts
Massachusetts
$938K -$1.91M -53,492 -67%
SC
62
Savant Capital
Illinois
$935K +$67.2K +1,887 +8%
AAS
63
Asset Allocation Strategies
Michigan
$914K +$83.7K +2,348 +10%
JCIA
64
Jackson Creek Investment Advisors
Colorado
$863K +$70.4K +1,975 +9%
HCP
65
Hardin Capital Partners
South Carolina
$811K -$2.92K -82 -0.4%
TNA
66
True North Advisors
Texas
$783K +$771K +21,623 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$778K -$40.6K -1,140 -5%
TWM
68
Tumwater Wealth Management
Idaho
$762K -$1.46K -41 -0.2%
MMA
69
Miracle Mile Advisors
California
$754K -$47K -1,320 -6%
NCM
70
Northland Capital Management
Minnesota
$736K -$1.07K -30 -0.1%
RF
71
RHS Financial
California
$726K -$168K -4,708 -19%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$710K -$820K -22,999 -54%
B
73
Bailard
California
$661K +$651K +18,262 New
SM
74
Sensible Money
Arizona
$635K
AG
75
Ascent Group
Virginia
$624K +$615K +17,246 New

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.