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Schwab Fundamental International Small Company Index ETF

295 hedge funds and large institutions have $1.76B invested in Schwab Fundamental International Small Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 280295 (+15)

0% less capital invested

Capital invested by funds: $1.77B → $1.76B (-$1.77M)

1.82% less ownership

Funds ownership: 58.59%56.77% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 95

Holders
295
Holders Change
+15
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
38
Increased
69
Reduced
95
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Nations Financial Group
Iowa
$277K
AAP
152
Arax Advisory Partners
Colorado
$273K +$39.6K +835 +17%
CFGA
153
Cambridge Financial Group (Arizona)
Arizona
$266K -$10.3K -217 -4%
P
154
&Partners
Tennessee
$265K +$271K +5,713 New
BPWM
155
Badgley Phelps Wealth Managers
Washington
$265K +$271K +5,709 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$258K +$264K +5,560 New
CWA
157
Canvas Wealth Advisors
Kansas
$252K
UCFA
158
United Capital Financial Advisors
Texas
$251K -$77.7K -1,640 -23%
WA
159
Waverly Advisors
Alabama
$250K +$255K +5,382 New
TWP
160
Tempus Wealth Planning
California
$249K -$25.1K -530 -9%
WT
161
Whittier Trust
California
$248K
AAS
162
Annex Advisory Services
Wisconsin
$243K
AOWM
163
Alpha Omega Wealth Management
Virginia
$238K -$1.19K -25 -0.5%
Wealthfront Advisers
164
Wealthfront Advisers
California
$238K -$8.86K -187 -4%
FWI
165
Facet Wealth Inc
Maryland
$234K +$239K +5,047 New
BF
166
Brucke Financial
Indiana
$226K +$1.14K +24 +0.5%
CFA
167
Cahill Financial Advisors
Minnesota
$225K
NCM
168
Noesis Capital Mangement
Florida
$223K -$5.17K -109 -2%
BlackRock
169
BlackRock
New York
$218K +$161K +3,399 +261%
BPA
170
Beacon Pointe Advisors
California
$214K +$5.97K +126 +3%
RRA
171
Red Reef Advisors
Florida
$209K -$9.91K -209 -4%
PWM
172
Perigon Wealth Management
California
$208K +$213K +4,484 New
IA
173
IFP Advisors
Florida
$206K -$25.9K -547 -11%
SSW
174
Stone Summit Wealth
Florida
$206K -$3.22K -68 -2%
MPW
175
Magnolia Private Wealth
Pennsylvania
$203K +$208K +4,386 New