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Schwab Fundamental International Small Company Index ETF

282 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 47 funds opening new positions, 107 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

51% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 71

8% more funds holding

Funds holding: 261282 (+21)

0% more capital invested

Capital invested by funds: $1.77B → $1.77B (+$1.08M)

0.94% less ownership

Funds ownership: 59.53%58.6% (-0.94%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
282
Holders Change
+21
Holders Change %
+8.05%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
47
Increased
107
Reduced
71
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AV
101
Aspiring Ventures
Ohio
$589K -$83.1K -1,869 -12%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$581K +$545K +12,255 +1,569%
ULWM
103
Upper Left Wealth Management
Florida
$553K
SOS
104
Silver Oak Securities
Tennessee
$552K +$210K +4,735 +62%
GBFP
105
Golden Bell Financial Planning
Georgia
$546K -$8.05K -181 -1%
MGW
106
MB Generational Wealth
Washington
$540K -$30.6K -689 -5%
QCM
107
Quantinno Capital Management
New York
$520K +$128K +2,882 +33%
BF
108
Brooklyn FI
New York
$520K
CP
109
Creekside Partners
California
$519K +$8.67K +195 +2%
NHC
110
Nicholas Hoffman & Company
Georgia
$492K +$175K +3,946 +56%
SFA
111
Sequoia Financial Advisors
Ohio
$473K -$13.2K -296 -3%
EWA
112
EP Wealth Advisors
California
$460K +$459K +10,327 New
BEAM
113
Baker Ellis Asset Management
Washington
$448K
VFA
114
Valeo Financial Advisors
Indiana
$429K -$178 -4 -0%
LJAC
115
L.J. Altfest & Co
New York
$428K
MML Investors Services
116
MML Investors Services
Massachusetts
$424K +$177K +3,988 +72%
YWM
117
Yoder Wealth Management
California
$415K -$71.1K -1,600 -15%
SAG
118
SageView Advisory Group
California
$410K -$35.3K -795 -8%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$408K +$17.8K +400 +5%
KP
120
Keel Point
Alabama
$406K -$3.2K -72 -0.8%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$405K +$114K +2,558 +39%
RF
122
RHS Financial
California
$401K -$179K -4,019 -31%
LFAS
123
Level Four Advisory Services
Texas
$391K +$178 +4 +0%
AC
124
Annandale Capital
Texas
$381K
LPAM
125
Lodestar Private Asset Management
California
$371K -$20K -450 -5%