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Schwab Fundamental International Small Company Index ETF

242 hedge funds and large institutions have $2.12B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
72
Reduced
73
Closed
30
Calls
$127K
Puts
Net Calls
+$127K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
101
Lodestar Private Asset Management
California
$318K +$7.42K +205 +2%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$317K
AC
103
Annandale Capital
Texas
$310K
MFC
104
Morris Financial Concepts
South Carolina
$304K -$22K -608 -7%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$304K +$47.4K +1,309 +18%
UCFA
106
United Capital Financial Advisors
Texas
$302K -$18.2K -502 -6%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$289K -$142K -3,912 -33%
VBFG
108
Vishria Bird Financial Group
Tennessee
$286K
Northern Trust
109
Northern Trust
Illinois
$283K +$67.8K +1,873 +32%
EWM
110
Empirical Wealth Management
Washington
$278K -$202K -5,587 -42%
CCA
111
Clarity Capital Advisors
Florida
$277K
LAM
112
Lakewood Asset Management
Illinois
$274K +$1.09K +30 +0.4%
WA
113
Waverly Advisors
Alabama
$272K +$53.5K +1,478 +24%
LFAS
114
Level Four Advisory Services
Texas
$272K
DWM
115
Dopkins Wealth Management
New York
$264K
Lido Advisors
116
Lido Advisors
California
$262K +$262K +7,225 New
HWA
117
HHM Wealth Advisors
Tennessee
$259K
MGW
118
MB Generational Wealth
Washington
$257K
LIA
119
LBMC Investment Advisors
Tennessee
$256K
SSW
120
Stone Summit Wealth
Florida
$255K
BCWM
121
Bartlett & Co Wealth Management
Ohio
$254K +$231K +6,379 +1,005%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$245K +$4.67K +129 +2%
PS
123
Principal Securities
Iowa
$244K
KA
124
Klingman & Associates
New York
$242K +$242K +6,684 New
MPW
125
Magnolia Private Wealth
Pennsylvania
$238K -$69.9K -1,932 -23%