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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
AV
76
Aspiring Ventures
Ohio
$589K -$101K -2,847 -16%
FFA
77
Farther Finance Advisors
California
$586K -$232K -6,508 -29%
HighTower Advisors
78
HighTower Advisors
Illinois
$583K -$85.9K -2,411 -13%
BWM
79
BCS Wealth Management
Tennessee
$581K +$111K +3,126 +24%
GBFP
80
Golden Bell Financial Planning
Georgia
$580K -$1.75K -49 -0.3%
VFA
81
Valeo Financial Advisors
Indiana
$579K +$677 +19 +0.1%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$567K -$11.4K -320 -2%
Ameriprise
83
Ameriprise
Minnesota
$558K -$19.2K -540 -3%
KWA
84
Kingswood Wealth Advisors
California
$549K +$8.91K +250 +2%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$530K -$415K -11,659 -44%
DKCM
86
Davidson Kahn Capital Management
California
$528K +$23.7K +665 +5%
NRI
87
NFP Retirement Inc
California
$518K
AA
88
Addison Advisors
Vermont
$499K -$178 -5 -0%
YWM
89
Yoder Wealth Management
California
$495K -$35.2K -989 -7%
GFP
90
Guardian Financial Partners
California
$476K +$72.1K +2,022 +18%
SFA
91
Sequoia Financial Advisors
Ohio
$449K +$44.7K +1,253 +11%
KP
92
Keel Point
Alabama
$434K +$29.4K +824 +7%
ULWM
93
Upper Left Wealth Management
Florida
$432K -$8.2K -230 -2%
FNC
94
First National Corp
Massachusetts
$432K +$114K +3,190 +37%
CP
95
Creekside Partners
California
$413K
BEAM
96
Baker Ellis Asset Management
Washington
$364K +$17.8K +500 +5%
SAG
97
SageView Advisory Group
California
$362K -$4.06K -114 -1%
LJAC
98
L.J. Altfest & Co
New York
$348K
KPP
99
Kings Path Partners
Texas
$333K -$2.03K -57 -0.6%
LFA
100
Lauterbach Financial Advisors
Texas
$318K -$1.75K -49 -0.6%

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.