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Schwab International Small-Cap Equity ETF

489 hedge funds and large institutions have $1.98B invested in Schwab International Small-Cap Equity ETF in 2026 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 178 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 41

1% less funds holding

Funds holding: 492489 (-3)

3% less capital invested

Capital invested by funds: $2.03B → $1.98B (-$54.6M)

1.41% less ownership

Funds ownership: 39.99%38.58% (-1.4%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

19% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 178

Holders
489
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
6.02%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.12%
New
49
Increased
145
Reduced
178
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIIS
1
TIAA-CREF Individual & Institutional Services
New York
$203M +$210M +4,334,063 New
Creative Planning
2
Creative Planning
Kansas
$137M +$81.4M +1,684,044 +134%
SC
3
Savant Capital
Illinois
$93.9M -$7.09M -146,656 -7%
BlackRock
4
BlackRock
New York
$85.8M +$24.3M +503,475 +38%
ML
5
McAdam LLC
Pennsylvania
$76.9M +$2.05M +42,294 +3%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$72.8M +$26.9M +555,641 +53%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$58.7M -$1.69M -34,983 -3%
State Street
8
State Street
Massachusetts
$54.2M -$3.77M -77,912 -6%
MG
9
Mather Group
Illinois
$51.4M -$216K -4,465 -0.4%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$47.9M -$244K -5,055 -0.5%
EWM
11
Empirical Wealth Management
Washington
$40.1M +$3.87M +79,946 +10%
CL
12
Choreo LLC
Illinois
$38.2M +$555K +11,471 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$35.5M +$10.4M +215,334 +40%
Corient Private Wealth
14
Corient Private Wealth
Florida
$29.6M -$29.1M -601,225 -49%
JFGLC
15
Johnson Financial Group LLC (Colorado)
Colorado
$28.2M -$6.64M -137,324 -19%
PFA
16
Pure Financial Advisors
California
$28.2M -$211K -4,358 -0.7%
GIA
17
GHP Investment Advisors
Colorado
$22.3M -$17K -352 -0.1%
CST
18
Charles Schwab Trust
Nevada
$20.5M +$770K +15,912 +4%
VT
19
Vise Technologies
New York
$19.6M
UBS Group
20
UBS Group
Switzerland
$18.8M +$306K +6,323 +2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$18.7M -$317K -6,559 -2%
Morgan Stanley
22
Morgan Stanley
New York
$17.3M -$6.49M -134,101 -27%
TIM
23
Tortoise Investment Management
New York
$16.9M +$179K +3,700 +1%
DWM
24
Diversify Wealth Management
Utah
$15.4M +$5.66M +116,947 +59%
Raymond James Financial
25
Raymond James Financial
Florida
$15.1M +$4.92M +101,811 +46%