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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
MMA
76
Miracle Mile Advisors
California
$1.08M +$150K +3,370 +16%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$1,000K +$998K +22,441 New
FFA
78
Farther Finance Advisors
California
$999K +$213K +4,787 +27%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$980K +$139K +3,117 +17%
TNA
80
True North Advisors
Texas
$951K +$949K +21,339 New
TWM
81
Tumwater Wealth Management
Idaho
$938K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$893K +$58.1K +1,306 +7%
BFA
83
Ballast Financial Advisors
Pennsylvania
$875K +$873K +19,643 New
CGL
84
Clarius Group LLC
Washington
$857K -$309K -6,955 -27%
Ameriprise
85
Ameriprise
Minnesota
$838K -$45.3K -1,020 -5%
FFO
86
Fortitude Family Office
Arizona
$818K -$80.1K -1,801 -9%
JP Morgan Chase
87
JP Morgan Chase
New York
$812K -$30.7K -691 -4%
BVP
88
Bristlecone Value Partners
California
$788K +$787K +17,694 New
AG
89
Ascent Group
Virginia
$768K
HighTower Advisors
90
HighTower Advisors
Illinois
$745K +$55.7K +1,253 +8%
GFP
91
Guardian Financial Partners
California
$728K +$28.8K +648 +4%
B
92
Bailard
California
$725K +$356 +8 +0%
JESC
93
J.E. Simmons & Co
Texas
$701K +$700K +15,745 New
NRI
94
NFP Retirement Inc
California
$688K +$50.2K +1,129 +8%
BAMG
95
Brand Asset Management Group
Missouri
$685K -$245K -5,521 -26%
BFP
96
Birchwood Financial Partners
Minnesota
$685K +$684K +15,377 New
KWA
97
Kingswood Wealth Advisors
California
$674K -$43.1K -969 -6%
SM
98
Sensible Money
Arizona
$662K -$4.53K -102 -0.7%
DKCM
99
Davidson Kahn Capital Management
California
$649K +$2.76K +62 +0.4%
AA
100
Addison Advisors
Vermont
$611K -$1.96K -44 -0.3%