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Schwab Fundamental International Small Company Index ETF

279 hedge funds and large institutions have $1.77B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 106 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
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
AV
101
Aspiring Ventures
Ohio
$589K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$581K
ULWM
103
Upper Left Wealth Management
Florida
$553K
SOS
104
Silver Oak Securities
Tennessee
$552K
GBFP
105
Golden Bell Financial Planning
Georgia
$546K
MGW
106
MB Generational Wealth
Washington
$540K
QCM
107
Quantinno Capital Management
New York
$520K
BF
108
Brooklyn FI
New York
$520K
CP
109
Creekside Partners
California
$519K
NHC
110
Nicholas Hoffman & Company
Georgia
$492K
SFA
111
Sequoia Financial Advisors
Ohio
$473K
EWA
112
EP Wealth Advisors
California
$460K
BEAM
113
Baker Ellis Asset Management
Washington
$448K
VFA
114
Valeo Financial Advisors
Indiana
$429K
LJAC
115
L.J. Altfest & Co
New York
$428K
MML Investors Services
116
MML Investors Services
Massachusetts
$424K
YWM
117
Yoder Wealth Management
California
$415K
SAG
118
SageView Advisory Group
California
$410K
Neuberger Berman Group
119
Neuberger Berman Group
New York
$408K
KP
120
Keel Point
Alabama
$406K
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$405K
RF
122
RHS Financial
California
$401K
LFAS
123
Level Four Advisory Services
Texas
$391K
AC
124
Annandale Capital
Texas
$381K
LPAM
125
Lodestar Private Asset Management
California
$371K