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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
KCM
176
Kathmere Capital Management
Pennsylvania
$202K +$206K +4,351 New
ASN
177
Advisory Services Network
Georgia
$200K +$205K +4,323 New
EP
178
Essential Partners
California
$198K
AF
179
Allworth Financial
California
$170K +$58.4K +1,232 +51%
LFG
180
Larson Financial Group
Missouri
$161K -$65.5K -1,382 -28%
AssetMark Inc
181
AssetMark Inc
California
$137K -$2.32K -49 -2%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$132K +$61K +1,287 +82%
RWM
183
RMG Wealth Management
Wisconsin
$128K +$113K +2,390 New
VCM
184
Versant Capital Management
Arizona
$126K +$1.75K +37 +1%
RFP
185
Root Financial Partners
California
$124K -$10.4K -220 -8%
VWM
186
Vermillion Wealth Management
Minnesota
$117K +$14.2K +299 +13%
US Bancorp
187
US Bancorp
Minnesota
$112K +$65.6K +1,383 +134%
PA
188
Parallel Advisors
California
$97.8K -$12.7K -268 -11%
AWM
189
AE Wealth Management
Kansas
$97.1K -$10.7K -225 -10%
FFL
190
Financial Freedom LLC
Ohio
$96K
Franklin Resources
191
Franklin Resources
California
$95.5K
CA
192
CoreCap Advisors
Michigan
$95K +$52.8K +1,113 +119%
CAL
193
Capital Analysts LLC
Pennsylvania
$95K +$4.22K +89 +5%
AC
194
AlphaCore Capital
California
$94.7K +$10.9K +231 +13%
MA
195
MCF Advisors
Kentucky
$92K
NL
196
NorthAvenue LLC
Ohio
$87K
HR
197
Howe & Rusling
New York
$87K -$332 -7 -0.4%
VAI
198
Vanguard Advisers Inc
Pennsylvania
$78.3K +$80K +1,688 New
EWA
199
Elevate Wealth Advisory
Georgia
$77.6K
AWM
200
Abound Wealth Management
Tennessee
$77.1K -$6.92K -146 -8%