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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
NP
151
NorthRock Partners
Minnesota
$110K +$46.8K +1,314 +76%
PA
152
Parallel Advisors
California
$97.8K +$12.7K +355 +15%
HCP
153
Hexagon Capital Partners
Arkansas
$97K +$11.8K +331 +14%
AWM
154
AE Wealth Management
Kansas
$91.6K -$11.7K -329 -12%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$90.3K +$50.9K +1,428 +137%
ST
156
Smithfield Trust
Pennsylvania
$74K
MA
157
MCF Advisors
Kentucky
$73.7K
FFL
158
Financial Freedom LLC
Ohio
$72.2K
AF
159
Advisornet Financial
Minnesota
$69.8K
SC
160
SouthState Corp
Florida
$67.2K +$66.2K +1,857 New
AWM
161
Abound Wealth Management
Tennessee
$64.9K
CIBC Private Wealth Group
162
CIBC Private Wealth Group
Georgia
$61.3K +$40.2K +1,127 +154%
EWA
163
Elevate Wealth Advisory
Georgia
$60.6K
NA
164
NewEdge Advisors
Louisiana
$60.5K -$4.06K -114 -6%
Comerica Bank
165
Comerica Bank
Texas
$53.9K
CAL
166
Capital Analysts LLC
Pennsylvania
$51K -$107 -3 -0.2%
CFO
167
CVA Family Office
Colorado
$49.1K -$8.87K -249 -16%
CPG
168
Cornerstone Planning Group
New Jersey
$49.1K -$1.75K -49 -4%
Wells Fargo
169
Wells Fargo
California
$49.1K -$26K -729 -35%
PS
170
Pinney & Scofield
Massachusetts
$47.3K
FW
171
Fairway Wealth
Ohio
$42.1K +$41.5K +1,164 New
MG
172
Mather Group
Illinois
$34.8K -$107 -3 -0.3%
DJSG
173
D.J. St. Germain
Massachusetts
$33.6K +$33.1K +929 New
HR
174
Howe & Rusling
New York
$33K -$11.1K -311 -25%
JWA
175
JFS Wealth Advisors
Pennsylvania
$32.3K +$29.3K +821 +1,140%

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.