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Schwab Fundamental International Small Company Index ETF

252 hedge funds and large institutions have $1.7B invested in Schwab Fundamental International Small Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+10
Holders Change %
+4.13%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
39
Increased
78
Reduced
80
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
126
Annex Advisory Services
Wisconsin
$293K +$56.3K +1,338 +24%
KA
127
Klingman & Associates
New York
$281K
WPC
128
Wedmont Private Capital
Pennsylvania
$280K +$2.51K +59 +0.9%
EWA
129
EP Wealth Advisors
California
$278K +$58K +1,379 +26%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$274K +$274K +6,512 New
PCMC
131
Paragon Capital Management (Colorado)
Colorado
$270K
CFA
132
Cahill Financial Advisors
Minnesota
$259K +$1.14K +27 +0.4%
AFG
133
Atomi Financial Group
New York
$256K +$673 +16 +0.3%
SOS
134
Silver Oak Securities
Tennessee
$255K +$255K +6,062 New
WA
135
Waverly Advisors
Alabama
$253K -$63.3K -1,505 -20%
SSW
136
Stone Summit Wealth
Florida
$253K -$43.1K -1,025 -15%
NFG
137
Nations Financial Group
Iowa
$251K -$1.05K -25 -0.4%
MWM
138
Meridian Wealth Management
Kentucky
$250K
TWP
139
Tempus Wealth Planning
California
$248K +$248K +5,901 New
NHC
140
Nicholas Hoffman & Company
Georgia
$239K +$239K +5,693 New
VCM
141
Versant Capital Management
Arizona
$238K -$1.6K -38 -0.7%
MPW
142
Magnolia Private Wealth
Pennsylvania
$231K -$45.8K -1,089 -17%
CWA
143
Canvas Wealth Advisors
Kansas
$230K
LFG
144
Larson Financial Group
Missouri
$224K +$40.7K +968 +22%
WT
145
Whittier Trust
California
$214K +$967 +23 +0.5%
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$213K +$73.1K +1,738 +52%
CA
147
CoreCap Advisors
Michigan
$212K +$53.2K +1,265 +33%
BF
148
Brucke Financial
Indiana
$210K +$210K +4,993 New
NCM
149
Noesis Capital Mangement
Florida
$204K +$204K +4,847 New
MWM
150
MorganRosel Wealth Management
Colorado
$199K