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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
LFA
126
Lauterbach Financial Advisors
Texas
$371K -$1.69K -38 -0.5%
MCM
127
MAI Capital Management
Ohio
$369K +$30.4K +683 +9%
GS
128
GTS Securities
New York
$360K +$359K +8,082 New
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$358K -$23K -518 -6%
CCA
130
Clarity Capital Advisors
Florida
$354K +$11.8K +265 +3%
KPP
131
Kings Path Partners
Texas
$351K +$89 +2 +0%
IWC
132
Integrated Wealth Concepts
Massachusetts
$350K +$8K +180 +2%
LAM
133
Lakewood Asset Management
Illinois
$349K +$9.29K +209 +3%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$347K +$11.2K +251 +3%
MFC
135
Morris Financial Concepts
South Carolina
$340K +$2.8K +63 +0.8%
EWM
136
Empirical Wealth Management
Washington
$330K -$14K -314 -4%
DWM
137
Dopkins Wealth Management
New York
$325K
MWM
138
Madrid Wealth Management
New Mexico
$321K +$321K +7,215 New
HWA
139
HHM Wealth Advisors
Tennessee
$319K
Lido Advisors
140
Lido Advisors
California
$315K +$711 +16 +0.2%
UCFA
141
United Capital Financial Advisors
Texas
$315K -$356 -8 -0.1%
LIA
142
LBMC Investment Advisors
Tennessee
$315K
WPC
143
Wedmont Private Capital
Pennsylvania
$300K -$93.6K -2,105 -24%
KA
144
Klingman & Associates
New York
$298K
DAS
145
Diversify Advisory Services
Utah
$287K +$275K +6,175 New
PCMC
146
Paragon Capital Management (Colorado)
Colorado
$286K
AFG
147
Atomi Financial Group
New York
$267K +$8.27K +186 +3%
NFG
148
Nations Financial Group
Iowa
$266K
TWP
149
Tempus Wealth Planning
California
$263K -$222 -5 -0.1%
HF
150
HRT Financial
New York
$262K -$323K -7,256 -55%