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Schwab Fundamental International Small Company Index ETF

296 hedge funds and large institutions have $1.76B invested in Schwab Fundamental International Small Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 282296 (+14)

0% less capital invested

Capital invested by funds: $1.77B → $1.76B (-$1.78M)

1.82% less ownership

Funds ownership: 58.6%56.78% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 95

Holders
296
Holders Change
+14
Holders Change %
+4.96%
% of All Funds
3.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
37
Increased
69
Reduced
95
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$1.13M +$12.3K +260 +1%
FFA
77
Farther Finance Advisors
California
$1.07M +$16.1K +339 +2%
TWM
78
Tumwater Wealth Management
Idaho
$976K
Ameriprise
79
Ameriprise
Minnesota
$904K +$33.1K +699 +4%
BFA
80
Ballast Financial Advisors
Pennsylvania
$901K -$9.43K -199 -1%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$877K -$168K -3,534 -16%
FFO
82
Fortitude Family Office
Arizona
$846K -$5.92K -125 -0.7%
QCM
83
Quantinno Capital Management
New York
$843K +$308K +6,508 +56%
BVP
84
Bristlecone Value Partners
California
$803K -$17.8K -375 -2%
AG
85
Ascent Group
Virginia
$800K
JP Morgan Chase
86
JP Morgan Chase
New York
$789K -$31.3K -661 -4%
GFP
87
Guardian Financial Partners
California
$789K +$32K +676 +4%
HF
88
HRT Financial
New York
$772K +$511K +10,778 +183%
B
89
Bailard
California
$754K
TNA
90
True North Advisors
Texas
$745K -$250K -5,269 -25%
HighTower Advisors
91
HighTower Advisors
Illinois
$734K -$42.1K -888 -5%
JESC
92
J.E. Simmons & Co
Texas
$730K
BFP
93
Birchwood Financial Partners
Minnesota
$713K
KWA
94
Kingswood Wealth Advisors
California
$708K +$6.49K +137 +0.9%
SM
95
Sensible Money
Arizona
$689K
PA
96
PFG Advisors
Arizona
$685K -$515K -10,870 -42%
NRI
97
NFP Retirement Inc
California
$675K -$41.7K -880 -6%
BAMG
98
Brand Asset Management Group
Missouri
$664K -$50.5K -1,065 -7%
SOS
99
Silver Oak Securities
Tennessee
$636K +$66.7K +1,407 +11%
AA
100
Addison Advisors
Vermont
$634K -$2.13K -45 -0.3%