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Schwab Fundamental International Small Company Index ETF

254 hedge funds and large institutions have $1.71B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

3% more funds holding

Funds holding: 246254 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 79

9.43% less ownership

Funds ownership: 67.24%57.81% (-9.4%)

19% less capital invested

Capital invested by funds: $2.12B → $1.71B (-$406M)

Holders
254
Holders Change
+8
Holders Change %
+3.25%
% of All Funds
3.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
78
Reduced
79
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEAM
101
Baker Ellis Asset Management
Washington
$423K
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$413K +$55.1K +1,421 +17%
LJAC
103
L.J. Altfest & Co
New York
$404K
KP
104
Keel Point
Alabama
$394K -$102K -2,632 -22%
Lido Advisors
105
Lido Advisors
California
$387K +$76.7K +1,977 +27%
KPP
106
Kings Path Partners
Texas
$384K -$2.33K -60 -0.7%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$374K +$82.4K +2,124 +31%
Jones Financial Companies
108
Jones Financial Companies
Missouri
$371K +$248K +6,396 +259%
LPAM
109
Lodestar Private Asset Management
California
$370K +$39 +1 +0%
LFAS
110
Level Four Advisory Services
Texas
$369K +$49.1K +1,265 +17%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$368K
AC
112
Annandale Capital
Texas
$360K
LFA
113
Lauterbach Financial Advisors
Texas
$356K -$12.8K -330 -4%
VBFG
114
Vishria Bird Financial Group
Tennessee
$333K
MFC
115
Morris Financial Concepts
South Carolina
$330K -$21.1K -545 -6%
CCA
116
Clarity Capital Advisors
Florida
$323K +$1.36K +35 +0.5%
LAM
117
Lakewood Asset Management
Illinois
$321K +$2.25K +58 +0.8%
EP
118
Essential Partners
California
$318K +$294K +7,569 New
DWM
119
Dopkins Wealth Management
New York
$307K
SAI
120
Savvy Advisors Inc
New York
$305K +$61.3K +1,581 +28%
UCFA
121
United Capital Financial Advisors
Texas
$302K -$44.7K -1,153 -14%
HWA
122
HHM Wealth Advisors
Tennessee
$301K
HF
123
HRT Financial
New York
$301K +$278K +7,160 New
EWM
124
Empirical Wealth Management
Washington
$300K -$21.1K -544 -7%
LIA
125
LBMC Investment Advisors
Tennessee
$297K

FNDC Hedge Fund Activity: Q2 2025 in Review

254 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q2 2025, worth a combined $1.71B — down 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FNDC positions and 28 closed out — a net gain of 12 holders — while 78 added to existing stakes and 79 trimmed.

The largest buyer was Jane Street, adding an estimated $12.6M. The largest seller was Charles Schwab, cutting an estimated $647M.

  • 254 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q2 2025, up from 246 in Q1 2025.
  • Funds reported $1.71B of Schwab Fundamental International Small Company Index ETF stock for Q2 2025, down 19% quarter-over-quarter.
  • 40 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q2 2025 and 28 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q2 2025 was Jane Street, an estimated $12.6M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q2 2025 was Charles Schwab, an estimated $647M sold.

Based on aggregated 13F filings for Q2 2025.