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Schwab Fundamental International Small Company Index ETF

251 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 39 funds opening new positions, 79 increasing their positions, 78 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
LJAC
103
L.J. Altfest & Co
New York
$404K
KP
104
Keel Point
Alabama
$394K
Lido Advisors
105
Lido Advisors
California
$387K
KPP
106
Kings Path Partners
Texas
$384K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$374K
Jones Financial Companies
108
Jones Financial Companies
Missouri
$371K
LPAM
109
Lodestar Private Asset Management
California
$370K
LFAS
110
Level Four Advisory Services
Texas
$369K
Neuberger Berman Group
111
Neuberger Berman Group
New York
$368K
AC
112
Annandale Capital
Texas
$360K
LFA
113
Lauterbach Financial Advisors
Texas
$356K
VBFG
114
Vishria Bird Financial Group
Tennessee
$333K
MFC
115
Morris Financial Concepts
South Carolina
$330K
CCA
116
Clarity Capital Advisors
Florida
$323K
LAM
117
Lakewood Asset Management
Illinois
$321K
DWM
118
Dopkins Wealth Management
New York
$307K
SAI
119
Savvy Advisors Inc
New York
$305K
UCFA
120
United Capital Financial Advisors
Texas
$302K
HWA
121
HHM Wealth Advisors
Tennessee
$301K
HF
122
HRT Financial
New York
$301K
EWM
123
Empirical Wealth Management
Washington
$300K
LIA
124
LBMC Investment Advisors
Tennessee
$297K
AAS
125
Annex Advisory Services
Wisconsin
$293K