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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
AWM
201
Abound Wealth Management
Tennessee
$77.1K -$6.92K -146 -8%
UBS AM
202
UBS AM
Illinois
$73.9K +$55.3K +1,166 +273%
CFO
203
CVA Family Office
Colorado
$63.3K +$427 +9 +0.7%
CPG
204
Cornerstone Planning Group
New Jersey
$61.9K
W
205
WealthCollab
Washington
$60.2K -$31.2K -658 -34%
AA
206
Ancora Advisors
Ohio
$55.3K
VNT
207
Vanguard National Trust
Pennsylvania
$52.8K +$53.9K +1,138 New
SC
208
SouthState Corp
Florida
$52.4K
MG
209
Mather Group
Illinois
$44.5K +$45.5K +960 New
PAM
210
Parvin Asset Management
South Dakota
$39.3K
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$37.6K -$18.3K -386 -32%
AFC
212
Ares Financial Consulting
California
$37.1K
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$36.6K -$76K -1,603 -67%
ACA
214
Aptus Capital Advisors
Alabama
$35.5K -$237 -5 -0.6%
WP
215
WealthShield Partners
North Carolina
$32.5K
Wells Fargo
216
Wells Fargo
California
$31.2K -$12.4K -262 -28%
BCWM
217
Bartlett & Co Wealth Management
Ohio
$31.2K
BFPW
218
BOK Financial Private Wealth
Colorado
$31.1K
MMCM
219
Murphy & Mullick Capital Management
New York
$30.8K
NFSG
220
Newbridge Financial Services Group
Florida
$24.4K
KFI
221
Key Financial Inc
Pennsylvania
$22.9K
AWM
222
Activest Wealth Management
Florida
$22.6K
CB
223
CNB Bank
Pennsylvania
$21.6K
CFD
224
Creative Financial Designs
Indiana
$21.2K
FWP
225
FAS Wealth Partners
Kansas
$21.1K