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Schwab Fundamental International Small Company Index ETF

258 hedge funds and large institutions have $1.77B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $1.71B → $1.77B (+$54.2M)

33% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 89

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$42.6M
2 +$12.7M
3 +$3.61M
4
SC
Savant Capital
Illinois
+$2.64M
5
KAS
Kestra Advisory Services
Texas
+$2.52M

Top Sellers

1 -$46.8M
2 -$22.3M
3 -$20.4M
4
Jane Street
Jane Street
New York
-$14.8M
5
FTUS
Flow Traders U.S.
New York
-$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
101
Yoder Wealth Management
California
$486K
SFA
102
Sequoia Financial Advisors
Ohio
$486K
BEAM
103
Baker Ellis Asset Management
Washington
$447K
SAG
104
SageView Advisory Group
California
$445K
VFA
105
Valeo Financial Advisors
Indiana
$429K
LJAC
106
L.J. Altfest & Co
New York
$428K
KP
107
Keel Point
Alabama
$409K
QCM
108
Quantinno Capital Management
New York
$392K
LPAM
109
Lodestar Private Asset Management
California
$391K
LFAS
110
Level Four Advisory Services
Texas
$390K
Neuberger Berman Group
111
Neuberger Berman Group
New York
$390K
WPC
112
Wedmont Private Capital
Pennsylvania
$388K
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$381K
LFA
114
Lauterbach Financial Advisors
Texas
$372K
VBFG
115
Vishria Bird Financial Group
Tennessee
$352K
EWM
116
Empirical Wealth Management
Washington
$344K
CCA
117
Clarity Capital Advisors
Florida
$342K
IWC
118
Integrated Wealth Concepts
Massachusetts
$342K
LAM
119
Lakewood Asset Management
Illinois
$339K
MCM
120
MAI Capital Management
Ohio
$338K
SOS
121
Silver Oak Securities
Tennessee
$337K
MFC
122
Morris Financial Concepts
South Carolina
$337K
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$336K
DWM
124
Dopkins Wealth Management
New York
$325K
HWA
125
HHM Wealth Advisors
Tennessee
$319K