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Schwab International Small-Cap Equity ETF

412 hedge funds and large institutions have $1.43B invested in Schwab International Small-Cap Equity ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 124 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 154

28% less capital invested

Capital invested by funds: $1.98B → $1.43B (-$551M)

Holders
412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Asset Allocation Strategies
Michigan
$2.09M
EFG
102
Embree Financial Group
Illinois
$2.07M
SWM
103
Shakespeare Wealth Management
Wisconsin
$2.06M
Bank of America
104
Bank of America
North Carolina
$2.04M
Citadel Advisors
105
Citadel Advisors
Florida
$2.01M
DFA
106
DHK Financial Advisors
New Hampshire
$2.01M
NFW
107
Noble Family Wealth
Florida
$1.97M
MWM
108
Modera Wealth Management
New Jersey
$1.96M
APG
109
Abacus Planning Group
South Carolina
$1.94M
BWM
110
BCS Wealth Management
Tennessee
$1.84M
SFA
111
Seneca Financial Advisors
New York
$1.84M
CTC
112
Central Trust Company
Missouri
$1.8M
CFO
113
Colony Family Offices
North Carolina
$1.7M
CKAIS
114
Christensen King & Associates Investment Services
Washington
$1.67M
Natixis Advisors
115
Natixis Advisors
Massachusetts
$1.6M
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1.59M
FMWA
117
Forvis Mazars Wealth Advisors
Missouri
$1.59M
SSW
118
Stone Summit Wealth
Florida
$1.57M
OFS
119
OneAscent Financial Services
Alabama
$1.56M
EWP
120
Elevation Wealth Partners
California
$1.55M
IWM
121
Integris Wealth Management
California
$1.49M
BBA
122
Braun-Bostich & Associates
Pennsylvania
$1.49M
HCA
123
Horan Capital Advisors
Ohio
$1.49M
TCM
124
Tradewinds Capital Management
Washington
$1.42M
DWM
125
Dopkins Wealth Management
New York
$1.39M