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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
Charles Schwab
1
Charles Schwab
California
$1.27B -$26.2M -590,335 -2%
GIA
2
GHP Investment Advisors
Colorado
$26.5M +$624K +14,032 +2%
Morgan Stanley
3
Morgan Stanley
New York
$26.2M +$17.1M +384,428 +189%
EWA
4
Exencial Wealth Advisors
Oklahoma
$25.6M -$179K -4,017 -0.7%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$22.5M +$16.1M +362,134 +255%
Victory Capital Management
6
Victory Capital Management
Texas
$22.4M
KLI
7
Kelman-Lazarov Inc
Tennessee
$21.2M +$58.5K +1,317 +0.3%
Citadel Advisors
8
Citadel Advisors
Florida
$14.3M -$882K -19,830 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$12.9M +$1.46M +32,811 +13%
PC
10
Prairiewood Capital
North Dakota
$12.9M +$834K +18,757 +7%
HPA
11
High Probability Advisors
New York
$12.8M +$203K +4,569 +2%
CFO
12
Collective Family Office
Pennsylvania
$10.5M +$969K +21,798 +10%
OWM
13
Opes Wealth Management
California
$9.95M +$289K +6,496 +3%
CST
14
Charles Schwab Trust
Nevada
$9.67M +$303K +6,812 +3%
SPA
15
Shore Point Advisors
New Jersey
$9.45M +$6.39M +143,750 +71%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$9.27M +$9.13M +205,380 +7,753%
GWM
17
Geneos Wealth Management
Colorado
$9.17M +$13.4K +302 +0.1%
Jane Street
18
Jane Street
New York
$8.74M +$3.21M +72,272 +58%
UBS Group
19
UBS Group
Switzerland
$8.2M -$291K -6,543 -3%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$8.1M +$99K +2,227 +1%
BIA
21
Bell Investment Advisors
California
$7.56M +$158K +3,562 +2%
BCG
22
Breakwater Capital Group
New Jersey
$7.17M +$1.71M +38,575 +32%
MWM
23
MorganRosel Wealth Management
Colorado
$7.15M +$6.92M +155,710 +3,287%
Creative Planning
24
Creative Planning
Kansas
$6.87M -$74.7K -1,681 -1%
AIG
25
Abbington Investment Group
Connecticut
$6.86M +$507K +11,398 +8%