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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
Wells Fargo
201
Wells Fargo
California
$41.6K +$1.78K +40 +4%
PAM
202
Parvin Asset Management
South Dakota
$37.8K
AFC
203
Ares Financial Consulting
California
$35.1K +$35.1K +789 New
ACA
204
Aptus Capital Advisors
Alabama
$34.3K -$7.87K -177 -19%
LGWM
205
Litman Gregory Wealth Management
California
$33.2K +$33.2K +746 New
WP
206
WealthShield Partners
North Carolina
$31.2K
BFPW
207
BOK Financial Private Wealth
Colorado
$29.9K
MMCM
208
Murphy & Mullick Capital Management
New York
$29.6K
BCWM
209
Bartlett & Co Wealth Management
Ohio
$28.3K -$978 -22 -3%
NFSG
210
Newbridge Financial Services Group
Florida
$23.4K
KFI
211
Key Financial Inc
Pennsylvania
$22K +$2.27K +51 +12%
AWM
212
Activest Wealth Management
Florida
$21.7K +$21.6K +487 New
CB
213
CNB Bank
Pennsylvania
$20.8K
CFD
214
Creative Financial Designs
Indiana
$20.4K +$2.18K +49 +12%
FWP
215
FAS Wealth Partners
Kansas
$20.3K
IF
216
Integrity Financial
Wyoming
$19.7K
SWP
217
Strategic Wealth Partners
Ohio
$19.3K
UBS AM
218
UBS AM
Illinois
$19K +$19K +427 New
FHA
219
Flagship Harbor Advisors
Massachusetts
$18.6K +$18.5K +417 New
TAM
220
Tucker Asset Management
Colorado
$18.4K +$18.4K +413 New
TCM
221
Triumph Capital Management
Colorado
$18.1K +$18K +406 New
GT
222
Glenmede Trust
Pennsylvania
$17.4K +$17.4K +391 New
Simplex Trading
223
Simplex Trading
Illinois
$17.3K +$17.3K +389 New
HPIA
224
Hamilton Point Investment Advisors
North Carolina
$17.2K
CA
225
Crewe Advisors
Utah
$16.4K