We are live on ! Find out more
FNDC icon

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
Charles Schwab
1
Charles Schwab
California
$1.69B -$44M -1,235,411 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$53.2M +$7.31M +205,113 +16%
Victory Capital Management
3
Victory Capital Management
Texas
$36.3M
EWA
4
Exencial Wealth Advisors
Oklahoma
$22M -$351K -9,856 -2%
GIA
5
GHP Investment Advisors
Colorado
$20.9M +$161K +4,512 +0.8%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$17.4M +$11.4M +319,286 +199%
KLI
7
Kelman-Lazarov Inc
Tennessee
$17.1M +$420K +11,772 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$16.6M +$6.76M +189,592 +70%
GWM
9
Geneos Wealth Management
Colorado
$15.7M +$7.72M +216,538 +99%
HPA
10
High Probability Advisors
New York
$10.9M -$532K -14,918 -5%
PC
11
Prairiewood Capital
North Dakota
$9.63M +$493K +13,825 +5%
CFO
12
Collective Family Office
Pennsylvania
$8.54M +$171K +4,797 +2%
UBS Group
13
UBS Group
Switzerland
$7.77M +$330K +9,248 +5%
OWM
14
Opes Wealth Management
California
$7.39M +$196K +5,509 +3%
CST
15
Charles Schwab Trust
Nevada
$7.35M +$371K +10,415 +5%
SA
16
Shilanski & Associates
Alaska
$7.08M +$145K +4,060 +2%
Morgan Stanley
17
Morgan Stanley
New York
$7.04M -$98K -2,749 -1%
SPA
18
Shore Point Advisors
New Jersey
$6.8M +$458K +12,848 +7%
BIA
19
Bell Investment Advisors
California
$6.8M -$38.4K -1,077 -0.6%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$6.51M +$136K +3,823 +2%
FTUS
21
Flow Traders U.S.
New York
$6.49M +$5.91M +165,848 +1,248%
Creative Planning
22
Creative Planning
Kansas
$5.77M +$212K +5,959 +4%
DAS
23
Dynamic Advisor Solutions
Arizona
$5.28M +$5.2M +145,991 New
Raymond James Financial
24
Raymond James Financial
Florida
$5.27M +$268K +7,527 +5%
Jane Street
25
Jane Street
New York
$4.78M +$3.58M +100,326 +316%

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.