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Schwab Fundamental International Small Company Index ETF

252 hedge funds and large institutions have $1.7B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
78
Reduced
80
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
101
Baker Ellis Asset Management
Washington
$423K
Corient Private Wealth
102
Corient Private Wealth
Florida
$419K +$419K +9,962 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$413K +$59.8K +1,421 +17%
LJAC
104
L.J. Altfest & Co
New York
$404K
KP
105
Keel Point
Alabama
$394K -$111K -2,632 -22%
Lido Advisors
106
Lido Advisors
California
$387K +$83.1K +1,977 +27%
KPP
107
Kings Path Partners
Texas
$384K -$2.52K -60 -0.7%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$374K +$89.3K +2,124 +31%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$371K +$268K +6,396 +259%
LPAM
110
Lodestar Private Asset Management
California
$370K +$42 +1 +0%
LFAS
111
Level Four Advisory Services
Texas
$369K +$53.2K +1,265 +17%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$368K
AC
113
Annandale Capital
Texas
$360K
LFA
114
Lauterbach Financial Advisors
Texas
$356K -$13.9K -330 -4%
VBFG
115
Vishria Bird Financial Group
Tennessee
$333K
MFC
116
Morris Financial Concepts
South Carolina
$330K -$22.9K -545 -6%
CCA
117
Clarity Capital Advisors
Florida
$323K +$1.47K +35 +0.5%
LAM
118
Lakewood Asset Management
Illinois
$321K +$2.44K +58 +0.8%
DWM
119
Dopkins Wealth Management
New York
$307K
SAI
120
Savvy Advisors Inc
New York
$305K +$66.5K +1,581 +28%
UCFA
121
United Capital Financial Advisors
Texas
$302K -$48.5K -1,153 -14%
HWA
122
HHM Wealth Advisors
Tennessee
$301K
HF
123
HRT Financial
New York
$301K +$301K +7,160 New
EWM
124
Empirical Wealth Management
Washington
$300K -$22.9K -544 -7%
LIA
125
LBMC Investment Advisors
Tennessee
$297K