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Schwab Fundamental International Small Company Index ETF

252 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 39 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
78
Reduced
80
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$718K +$102K +2,433 +17%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$710K -$114K -2,715 -14%
HighTower Advisors
78
HighTower Advisors
Illinois
$702K +$24.2K +575 +4%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$697K +$38.6K +917 +6%
B
80
Bailard
California
$684K -$84.1K -2,000 -11%
FFA
81
Farther Finance Advisors
California
$682K +$3.53K +84 +0.5%
KWA
82
Kingswood Wealth Advisors
California
$682K +$43.9K +1,045 +7%
CA
83
Clearstead Advisors
Ohio
$675K +$552K +13,664 +447%
VFA
84
Valeo Financial Advisors
Indiana
$648K -$24.5K -582 -4%
AV
85
Aspiring Ventures
Ohio
$643K
GFP
86
Guardian Financial Partners
California
$638K +$85K +2,021 +15%
SM
87
Sensible Money
Arizona
$632K -$106K -2,512 -14%
RF
88
RHS Financial
California
$621K -$222K -5,285 -26%
GBFP
89
Golden Bell Financial Planning
Georgia
$614K -$59.8K -1,423 -9%
DKCM
90
Davidson Kahn Capital Management
California
$608K -$5.05K -120 -0.8%
NRI
91
NFP Retirement Inc
California
$602K
AA
92
Addison Advisors
Vermont
$579K
ULWM
93
Upper Left Wealth Management
Florida
$534K +$32.3K +768 +6%
FNC
94
First National Corp
Massachusetts
$502K
BF
95
Brooklyn FI
New York
$491K +$491K +11,665 New
CP
96
Creekside Partners
California
$481K +$1.05K +25 +0.2%
YWM
97
Yoder Wealth Management
California
$469K -$105K -2,512 -18%
IWC
98
Integrated Wealth Concepts
Massachusetts
$435K -$654K -15,553 -60%
SAG
99
SageView Advisory Group
California
$430K +$6.15K +145 +1%
SFA
100
Sequoia Financial Advisors
Ohio
$428K -$93.2K -2,217 -18%