We are live on ! Find out more
FNDC icon

Schwab Fundamental International Small Company Index ETF

295 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 38 funds opening new positions, 69 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 280295 (+15)

0% less capital invested

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

1.82% less ownership

Funds ownership: 58.59%56.77% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 95

Holders
295
Holders Change
+15
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
69
Reduced
95
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
101
CIBC Bancorp USA
Illinois
$607K +$620K +13,090 New
AV
102
Aspiring Ventures
Ohio
$606K -$7.06K -149 -1%
MML Investors Services
103
MML Investors Services
Massachusetts
$596K +$158K +3,339 +35%
GBFP
104
Golden Bell Financial Planning
Georgia
$562K -$6.21K -131 -1%
MGW
105
MB Generational Wealth
Washington
$562K
ULWM
106
Upper Left Wealth Management
Florida
$547K -$28.5K -602 -5%
SFA
107
Sequoia Financial Advisors
Ohio
$547K +$55.5K +1,170 +11%
BF
108
Brooklyn FI
New York
$541K
CP
109
Creekside Partners
California
$540K
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$482K +$112K +2,363 +29%
RF
111
RHS Financial
California
$480K +$64K +1,351 +15%
Jane Street
112
Jane Street
New York
$470K -$8.82M -185,995 -95%
BEAM
113
Baker Ellis Asset Management
Washington
$466K
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$462K +$259K +5,456 +121%
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$453K +$32.6K +688 +8%
VFA
116
Valeo Financial Advisors
Indiana
$446K
LJAC
117
L.J. Altfest & Co
New York
$446K
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$445K -$1.67M -35,186 -79%
YWM
119
Yoder Wealth Management
California
$432K
Neuberger Berman Group
120
Neuberger Berman Group
New York
$424K
WWG
121
West Wealth Group
California
$402K +$411K +8,669 New
LFAS
122
Level Four Advisory Services
Texas
$402K -$5.36K -113 -1%
AC
123
Annandale Capital
Texas
$396K
LFA
124
Lauterbach Financial Advisors
Texas
$388K +$2.84K +60 +0.7%
EWA
125
EP Wealth Advisors
California
$386K -$95K -2,005 -19%