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Schwab Fundamental International Small Company Index ETF

272 hedge funds and large institutions have $1.76B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$581K
ULWM
102
Upper Left Wealth Management
Florida
$553K
SOS
103
Silver Oak Securities
Tennessee
$552K
GBFP
104
Golden Bell Financial Planning
Georgia
$546K
MGW
105
MB Generational Wealth
Washington
$540K
QCM
106
Quantinno Capital Management
New York
$520K
BF
107
Brooklyn FI
New York
$520K
CP
108
Creekside Partners
California
$519K
NHC
109
Nicholas Hoffman & Company
Georgia
$492K
SFA
110
Sequoia Financial Advisors
Ohio
$473K
EWA
111
EP Wealth Advisors
California
$460K
BEAM
112
Baker Ellis Asset Management
Washington
$448K
VFA
113
Valeo Financial Advisors
Indiana
$429K
LJAC
114
L.J. Altfest & Co
New York
$428K
MML Investors Services
115
MML Investors Services
Massachusetts
$424K
YWM
116
Yoder Wealth Management
California
$415K
SAG
117
SageView Advisory Group
California
$410K
Neuberger Berman Group
118
Neuberger Berman Group
New York
$408K
KP
119
Keel Point
Alabama
$406K
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$405K
RF
121
RHS Financial
California
$401K
LFAS
122
Level Four Advisory Services
Texas
$391K
AC
123
Annandale Capital
Texas
$381K
LPAM
124
Lodestar Private Asset Management
California
$371K
LFA
125
Lauterbach Financial Advisors
Texas
$371K