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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

242 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, 72 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-7
Holders Change %
-2.81%
% of All Funds
3.29%
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
72
Reduced
73
Closed
30
Calls
$127K
Puts
–
Net Calls
+$127K
Net Calls Change
+$52K

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$17.4M
2
GWM
Geneos Wealth Management
Colorado
$15.7M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$53.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$16.6M
5
FTUS
Flow Traders U.S.
New York
$6.49M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.69B
2
CGL
Clarius Group LLC
Washington
$1.2M
3
IWC
Integrated Wealth Concepts
Massachusetts
$938K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$710K
5
LPL Financial
LPL Financial
California
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
126
Wedmont Private Capital
Pennsylvania
$233K +$233K +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 +$219K +6,061 New
NFG
130
Nations Financial Group
Iowa
$217K – – –
MWM
131
Meridian Wealth Management
Kentucky
$215K -$282K -7,800 -57%
RWP
132
Revolve Wealth Partners
New Jersey
$212K +$212K +5,868 New
VCM
133
Versant Capital Management
Arizona
$206K -$2.5K -69 -1%
SAI
134
Savvy Advisors Inc
New York
$206K +$206K +5,684 New
AAS
135
Annex Advisory Services
Wisconsin
$203K +$203K +5,619 New
CTA
136
Colonial Trust Advisors
South Carolina
$203K +$203K +5,610 New
CWA
137
Canvas Wealth Advisors
Kansas
$202K +$202K +5,433 New
EWA
138
EP Wealth Advisors
California
$189K -$25.2K -697 -12%
WT
139
Whittier Trust
California
$183K -$205K -5,663 -53%
MWM
140
MorganRosel Wealth Management
Colorado
$171K +$171K +4,737 New
LFG
141
Larson Financial Group
Missouri
$158K -$205K -5,667 -57%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$152K -$6.02K -166 -4%
MCM
143
MAI Capital Management
Ohio
$150K +$6.99K +193 +5%
AssetMark Inc
144
AssetMark Inc
California
$145K +$63.3K +1,748 +77%
CA
145
CoreCap Advisors
Michigan
$137K -$126K -3,490 -48%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$120K -$15.3K -422 -11%
IA
147
IFP Advisors
Florida
$119K +$362 +10 +0.3%
AF
148
Allworth Financial
California
$117K +$37.9K +1,008 +48%
CA
149
Clearstead Advisors
Ohio
$111K – – –
NP
150
NorthRock Partners
Minnesota
$110K +$47.6K +1,314 +76%
4 5
6
7 8