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Schwab Fundamental International Small Company Index ETF

246 hedge funds and large institutions have $2.12B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $2.01B → $2.12B (+$111M)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.76% more ownership

Funds ownership: 66.47%67.24% (+0.76%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

2% less funds holding

Funds holding: 252246 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
246
Holders Change
-6
Holders Change %
-2.38%
% of All Funds
3.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
73
Reduced
72
Closed
30
Calls
$127K
Puts
Net Calls
+$127K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
126
Wedmont Private Capital
Pennsylvania
$233K +$232K +6,515 New
PCMC
127
Paragon Capital Management (Colorado)
Colorado
$232K
CFA
128
Cahill Financial Advisors
Minnesota
$222K
AFG
129
Atomi Financial Group
New York
$219K +$216K +6,061 New
NFG
130
Nations Financial Group
Iowa
$217K
CFGA
131
Cambridge Financial Group (Arizona)
Arizona
$216K
MWM
132
Meridian Wealth Management
Kentucky
$215K -$278K -7,800 -57%
RWP
133
Revolve Wealth Partners
New Jersey
$212K +$209K +5,868 New
VCM
134
Versant Capital Management
Arizona
$206K -$2.46K -69 -1%
SAI
135
Savvy Advisors Inc
New York
$206K +$203K +5,684 New
AAS
136
Annex Advisory Services
Wisconsin
$203K +$200K +5,619 New
CTA
137
Colonial Trust Advisors
South Carolina
$203K +$200K +5,610 New
CWA
138
Canvas Wealth Advisors
Kansas
$202K +$194K +5,433 New
EWA
139
EP Wealth Advisors
California
$189K -$24.8K -697 -12%
WT
140
Whittier Trust
California
$183K -$202K -5,663 -53%
MWM
141
MorganRosel Wealth Management
Colorado
$171K +$169K +4,737 New
LFG
142
Larson Financial Group
Missouri
$158K -$202K -5,667 -57%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$152K -$5.92K -166 -4%
MCM
144
MAI Capital Management
Ohio
$150K +$6.88K +193 +5%
AssetMark Inc
145
AssetMark Inc
California
$145K +$62.3K +1,748 +77%
CA
146
CoreCap Advisors
Michigan
$137K -$124K -3,490 -48%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$120K -$15K -422 -11%
IA
148
IFP Advisors
Florida
$119K +$356 +10 +0.3%
AF
149
Allworth Financial
California
$117K +$35.9K +1,008 +48%
CA
150
Clearstead Advisors
Ohio
$111K

FNDC Hedge Fund Activity: Q1 2025 in Review

246 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q1 2025, worth a combined $2.12B — up 5.6% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FNDC and 29 opened new positions — a net loss of 1 holder — while 72 trimmed existing stakes and 73 added.

The largest buyer was Focus Partners Wealth, adding an estimated $11.4M. The largest seller was Charles Schwab, cutting an estimated $44M.

  • 246 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q1 2025, down from 252 in Q4 2024.
  • Funds reported $2.12B of Schwab Fundamental International Small Company Index ETF stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 29 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q1 2025 and 30 closed out, a net change of -1 holder.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $11.4M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q1 2025 was Charles Schwab, an estimated $44M sold.

Based on aggregated 13F filings for Q1 2025.