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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
Charles Schwab
1
Charles Schwab
California
$1.3B -$19.9M -420,832 -1%
Morgan Stanley
2
Morgan Stanley
New York
$27.9M +$687K +14,484 +2%
GIA
3
GHP Investment Advisors
Colorado
$27.8M +$228K +4,819 +0.8%
EWA
4
Exencial Wealth Advisors
Oklahoma
$25.8M -$872K -18,401 -3%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$23.4M +$16.6K +351 +0.1%
KLI
6
Kelman-Lazarov Inc
Tennessee
$23M +$1.03M +21,679 +5%
PC
7
Prairiewood Capital
North Dakota
$14M +$628K +13,238 +5%
HPA
8
High Probability Advisors
New York
$13.4M +$86.1K +1,817 +0.6%
Victory Capital Management
9
Victory Capital Management
Texas
$13M -$10.5M -220,779 -44%
CFO
10
Collective Family Office
Pennsylvania
$11.4M +$481K +10,153 +4%
CST
11
Charles Schwab Trust
Nevada
$10.6M +$540K +11,395 +5%
OWM
12
Opes Wealth Management
California
$10.5M +$107K +2,249 +1%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$9.87M +$231K +4,882 +2%
GWM
14
Geneos Wealth Management
Colorado
$9.45M -$92.5K -1,951 -0.9%
CTWM
15
Cherry Tree Wealth Management
Minnesota
$8.36M -$67.9K -1,433 -0.8%
UBS Group
16
UBS Group
Switzerland
$8.14M -$404K -8,531 -5%
BCG
17
Breakwater Capital Group
New Jersey
$8.09M +$646K +13,619 +8%
Creative Planning
18
Creative Planning
Kansas
$7.6M +$463K +9,776 +6%
BIA
19
Bell Investment Advisors
California
$7.58M -$292K -6,157 -4%
Raymond James Financial
20
Raymond James Financial
Florida
$7.2M +$574K +12,104 +8%
SPA
21
Shore Point Advisors
New Jersey
$6.62M -$8.3M -175,043 -50%
AIG
22
Abbington Investment Group
Connecticut
$6.26M -$904K -19,075 -12%
CA
23
Clune & Associates
Illinois
$5.55M -$1.54M -32,454 -21%
Citadel Advisors
24
Citadel Advisors
Florida
$5.4M -$9.67M -203,953 -64%
DAS
25
Dynamic Advisor Solutions
Arizona
$5.28M -$67.7K -1,428 -1%