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Schwab Fundamental International Small Company Index ETF

250 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 38 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 25 closing their positions.

Holders
250
Holders Change
+8
Holders Change %
+3.31%
% of All Funds
3.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
78
Reduced
79
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$710K 16,888 -2,715 -14%
HighTower Advisors
77
HighTower Advisors
Illinois
$702K 16,690 +575 +4%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$697K 16,577 +917 +6%
B
79
Bailard
California
$684K 16,262 -2,000 -11%
FFA
80
Farther Finance Advisors
California
$682K 16,223 +84 +0.5%
KWA
81
Kingswood Wealth Advisors
California
$682K 16,215 +1,045 +7%
CA
82
Clearstead Advisors
Ohio
$675K 16,720 +13,664 +447%
VFA
83
Valeo Financial Advisors
Indiana
$648K 15,410 -582 -4%
AV
84
Aspiring Ventures
Ohio
$643K 15,286
GFP
85
Guardian Financial Partners
California
$638K 15,175 +2,021 +15%
SM
86
Sensible Money
Arizona
$632K 15,034 -2,512 -14%
RF
87
RHS Financial
California
$621K 14,763 -5,285 -26%
GBFP
88
Golden Bell Financial Planning
Georgia
$614K 14,606 -1,423 -9%
DKCM
89
Davidson Kahn Capital Management
California
$608K 14,470 -120 -0.8%
NRI
90
NFP Retirement Inc
California
$602K 14,306
AA
91
Addison Advisors
Vermont
$579K 13,771
ULWM
92
Upper Left Wealth Management
Florida
$534K 12,710 +768 +6%
FNC
93
First National Corp
Massachusetts
$502K 11,927
BF
94
Brooklyn FI
New York
$491K 11,665 +11,665 New
CP
95
Creekside Partners
California
$481K 11,446 +25 +0.2%
YWM
96
Yoder Wealth Management
California
$469K 11,180 -2,512 -18%
IWC
97
Integrated Wealth Concepts
Massachusetts
$435K 10,349 -15,553 -60%
SAG
98
SageView Advisory Group
California
$430K 10,133 +145 +1%
SFA
99
Sequoia Financial Advisors
Ohio
$428K 10,177 -2,217 -18%
BEAM
100
Baker Ellis Asset Management
Washington
$423K 10,050