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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
Cerity Partners
51
Cerity Partners
New York
$2.37M +$131K +2,944 +6%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$2.36M +$1.72M +38,741 +270%
QWM
53
Quadcap Wealth Management
Texas
$2.21M -$5.47K -123 -0.2%
LPL Financial
54
LPL Financial
California
$2.19M +$17K +383 +0.8%
MA
55
McGrath & Associates
North Carolina
$2.05M -$2.93K -66 -0.1%
Mariner
56
Mariner
Kansas
$2.04M +$159K +3,587 +8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$2M +$818K +18,402 +70%
SWM
58
Shakespeare Wealth Management
Wisconsin
$1.77M -$15.5K -349 -0.9%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$1.76M +$681K +15,319 +63%
WW
60
Waterfront Wealth
Kansas
$1.74M +$80.2K +1,805 +5%
VT
61
Vise Technologies
New York
$1.65M -$3.61M -81,237 -69%
NWM
62
Northwest Wealth Management
Iowa
$1.56M -$48.8K -1,098 -3%
EWA
63
EQ Wealth Advisors
Texas
$1.55M -$91.5K -2,058 -6%
AAS
64
Asset Allocation Strategies
Michigan
$1.47M +$122K +2,745 +9%
ADL
65
Asset Dedication LLC
California
$1.38M -$30.1K -676 -2%
NCM
66
Northland Capital Management
Minnesota
$1.37M +$448K +10,076 +49%
SWM
67
Seed Wealth Management
Illinois
$1.35M -$53.8K -1,210 -4%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$87.3K +1,963 +7%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$1.31M +$577K +12,972 +79%
EW
70
Entruity Wealth
California
$1.3M -$837K -18,826 -39%
TCM
71
Traub Capital Management
Massachusetts
$1.25M +$15.7K +353 +1%
HCP
72
Hardin Capital Partners
South Carolina
$1.2M +$10K +225 +0.8%
QCM
73
QRG Capital Management
Illinois
$1.16M +$61.4K +1,382 +6%
PA
74
PFG Advisors
Arizona
$1.14M -$137K -3,074 -11%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$1.12M +$18.7K +421 +2%