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Schwab International Small-Cap Equity ETF

455 hedge funds and large institutions have $1.85B invested in Schwab International Small-Cap Equity ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

3% more funds holding

Funds holding: 441455 (+14)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

32.39% less ownership

Funds ownership: 66.96%34.57% (-32%)

40% less capital invested

Capital invested by funds: $3.08B → $1.85B (-$1.22B)

Holders
455
Holders Change
+14
Holders Change %
+3.17%
% of All Funds
5.97%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
51
Increased
131
Reduced
172
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
AE Wealth Management
Kansas
$423K +$86.1K +1,960 +27%
MA
252
Mutual Advisors
Nebraska
$420K -$4.35K -99 -1%
AI
253
Atria Investments
North Carolina
$419K -$134K -3,056 -25%
FTWA
254
Fifth Third Wealth Advisors
Ohio
$417K
CA
255
Clearstead Advisors
Ohio
$411K -$80.8K -1,841 -17%
CPA
256
Capital Performance Advisors
California
$406K -$40.2K -916 -9%
IPWA
257
International Private Wealth Advisors
California
$405K +$23K +524 +6%
FAM
258
Flaharty Asset Management
Florida
$405K +$390K +8,892 New
EFH
259
Eaton Financial Holdings
Florida
$401K +$177K +4,034 +85%
OSAM
260
O'Shaughnessy Asset Management
Connecticut
$398K +$6.5K +148 +2%
CA
261
CWC Advisors
Oregon
$393K
M
262
MOTCO
Texas
$388K -$39.6K -902 -10%
GC
263
Gilbert & Cook
Iowa
$379K +$366K +8,326 New
BB
264
Busey Bank
Illinois
$377K
BFG
265
Berger Financial Group
Minnesota
$369K +$123K +2,795 +53%
SFS
266
Summit Financial Strategies
Ohio
$367K -$19.7K -449 -5%
SWM
267
Seaside Wealth Management
California
$355K -$2.94K -67 -0.9%
IWA
268
IVC Wealth Advisors
Pennsylvania
$354K +$63.2K +1,440 +23%
WAM
269
Worth Asset Management
Texas
$353K +$341K +7,760 New
AF
270
Allworth Financial
California
$350K -$1.76K -40 -0.5%
GWA
271
Geometric Wealth Advisors
District of Columbia
$336K +$3.73K +85 +1%
HF
272
HRT Financial
New York
$325K +$94.1K +2,142 +43%
AOWM
273
Alpha Omega Wealth Management
Virginia
$323K -$10.6K -242 -3%
WLIM
274
White Lighthouse Investment Management
Massachusetts
$317K +$4.48K +102 +1%
DAS
275
Dynamic Advisor Solutions
Arizona
$315K +$44 +1 +0%