We are live on ! Find out more
SCHC icon

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
NA
151
NewEdge Advisors
Louisiana
$1.35M +$101K +2,299 +8%
SFWC
152
Strategic Family Wealth Counselors
New Jersey
$1.33M +$3.73K +85 +0.3%
FWP
153
Falcon Wealth Planning
California
$1.3M -$1.63K -37 -0.1%
IAS
154
IMA Advisory Services
Colorado
$1.3M +$59.1K +1,346 +5%
SFA
155
Seneca Financial Advisors
New York
$1.29M -$520K -11,850 -29%
2L
156
25 LLC
Missouri
$1.29M -$82K -1,867 -6%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.27M -$397K -9,029 -24%
LC
158
LTG Capital
Massachusetts
$1.22M
OPWM
159
Oakwell Private Wealth Management
Texas
$1.2M -$2.11K -48 -0.2%
LCM
160
Leisure Capital Management
California
$1.18M -$5.53K -126 -0.5%
NL
161
NWAM LLC
Washington
$1.18M -$1.8K -41 -0.2%
SWM
162
SeaCrest Wealth Management
New York
$1.16M -$18.8K -427 -2%
CAM
163
Cresset Asset Management
Illinois
$1.1M +$224K +5,100 +27%
AC
164
Avestar Capital
New York
$1.09M -$21.7K -495 -2%
JJBC
165
James J. Burns & Company
New York
$1.03M -$17.7K -403 -2%
FWM
166
Fortress Wealth Management
California
$1.02M +$88 +2 +0%
EWA
167
EverSource Wealth Advisors
Alabama
$1.01M +$979K +22,288 +222,880%
SWM
168
Schwallier Wealth Management
Michigan
$1.01M +$971K +22,119 New
CCM
169
Cloud Capital Management
Washington
$1M
CP
170
Creekside Partners
California
$1M
EF
171
Envision Financial
Wisconsin
$952K -$38.6K -880 -4%
FFL
172
Future Fund LLC
Illinois
$939K
AIM
173
Aspen Investment Management
Michigan
$937K +$13.2K +300 +1%
UCFA
174
United Capital Financial Advisors
Texas
$935K -$30.8K -701 -3%
ZRP
175
Zynergy Retirement Planning
New Jersey
$933K +$7.29K +166 +0.8%