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Schwab Fundamental International Small Company Index ETF

296 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 37 funds opening new positions, 69 increasing their positions, 95 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

5% more funds holding

Funds holding: 282296 (+14)

0% less capital invested

Capital invested by funds: $1.77B → $1.76B (-$1.78M)

1.82% less ownership

Funds ownership: 58.6%56.78% (-1.8%)

27% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 95

Holders
296
Holders Change
+14
Holders Change %
+4.96%
% of All Funds
3.64%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
37
Increased
69
Reduced
95
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
151
Dopkins Wealth Management
New York
$287K -$52.3K -1,103 -15%
NFG
152
Nations Financial Group
Iowa
$277K
AAP
153
Arax Advisory Partners
Colorado
$273K +$39.6K +835 +17%
CFGA
154
Cambridge Financial Group (Arizona)
Arizona
$266K -$10.3K -217 -4%
P
155
&Partners
Tennessee
$265K +$271K +5,713 New
BPWM
156
Badgley Phelps Wealth Managers
Washington
$265K +$271K +5,709 New
CIBC World Market
157
CIBC World Market
Ontario, Canada
$258K +$264K +5,560 New
CWA
158
Canvas Wealth Advisors
Kansas
$252K
UCFA
159
United Capital Financial Advisors
Texas
$251K -$77.7K -1,640 -23%
WA
160
Waverly Advisors
Alabama
$250K +$255K +5,382 New
TWP
161
Tempus Wealth Planning
California
$249K -$25.1K -530 -9%
WT
162
Whittier Trust
California
$248K
AAS
163
Annex Advisory Services
Wisconsin
$243K
AOWM
164
Alpha Omega Wealth Management
Virginia
$238K -$1.19K -25 -0.5%
Wealthfront Advisers
165
Wealthfront Advisers
California
$238K -$8.86K -187 -4%
FWI
166
Facet Wealth Inc
Maryland
$234K +$239K +5,047 New
BF
167
Brucke Financial
Indiana
$226K +$1.14K +24 +0.5%
CFA
168
Cahill Financial Advisors
Minnesota
$225K
NCM
169
Noesis Capital Mangement
Florida
$223K -$5.17K -109 -2%
BlackRock
170
BlackRock
New York
$218K +$161K +3,399 +261%
BPA
171
Beacon Pointe Advisors
California
$214K +$5.97K +126 +3%
RRA
172
Red Reef Advisors
Florida
$209K -$9.91K -209 -4%
PWM
173
Perigon Wealth Management
California
$208K +$213K +4,484 New
IA
174
IFP Advisors
Florida
$206K -$25.9K -547 -11%
SSW
175
Stone Summit Wealth
Florida
$206K -$3.22K -68 -2%