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Schwab Fundamental International Small Company Index ETF

246 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, 73 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $2.01B → $2.12B (+$111M)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.76% more ownership

Funds ownership: 66.47%67.24% (+0.76%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 252246 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
246
Holders Change
-6
Holders Change %
-2.38%
% of All Funds
3.3%
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
73
Reduced
72
Closed
30
Calls
$127K
Puts
Net Calls
+$127K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
101
Lodestar Private Asset Management
California
$318K +$7.3K +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 -$21.7K -608 -7%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$304K +$46.6K +1,309 +18%
UCFA
106
United Capital Financial Advisors
Texas
$302K -$17.9K -502 -6%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$289K -$139K -3,912 -33%
VBFG
108
Vishria Bird Financial Group
Tennessee
$286K
Northern Trust
109
Northern Trust
Illinois
$283K +$66.7K +1,873 +32%
EWM
110
Empirical Wealth Management
Washington
$278K -$199K -5,587 -42%
CCA
111
Clarity Capital Advisors
Florida
$277K
LAM
112
Lakewood Asset Management
Illinois
$274K +$1.07K +30 +0.4%
WA
113
Waverly Advisors
Alabama
$272K +$52.7K +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 +$257K +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 +$227K +6,379 +1,005%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$245K +$4.6K +129 +2%
PS
123
Principal Securities
Iowa
$244K
KA
124
Klingman & Associates
New York
$242K +$238K +6,684 New
MPW
125
Magnolia Private Wealth
Pennsylvania
$238K -$68.8K -1,932 -23%

FNDC Hedge Fund Activity: Q1 2025 in Review

246 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q1 2025, worth a combined $2.12B — up 5.6% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FNDC and 29 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 73 added.

The largest buyer was Focus Partners Wealth, adding an estimated $11.4M. The largest seller was Charles Schwab, cutting an estimated $44M.

  • 246 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q1 2025, down from 252 in Q4 2024.
  • Funds reported $2.12B of Schwab Fundamental International Small Company Index ETF stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 29 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $11.4M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q1 2025 was Charles Schwab, an estimated $44M sold.

Based on aggregated 13F filings for Q1 2025.