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Schwab International Small-Cap Equity ETF

492 hedge funds and large institutions have $2.03B invested in Schwab International Small-Cap Equity ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 194 increasing their positions, 140 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 140

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more capital invested

Capital invested by funds: $1.85B → $2.03B (+$176M)

8% more funds holding

Funds holding: 455492 (+37)

5.42% more ownership

Funds ownership: 34.57%39.99% (+5.4%)

Holders
492
Holders Change
+37
Holders Change %
+8.13%
% of All Funds
5.98%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
78
Increased
194
Reduced
140
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
176
James J. Burns & Company
New York
$1.04M +$9.74K +215 +0.9%
CCM
177
Cloud Capital Management
Washington
$1.04M +$31.1K +686 +3%
CP
178
Creekside Partners
California
$1.03M +$30.1K +665 +3%
QCM
179
Quantinno Capital Management
New York
$1.01M +$264K +5,832 +36%
KA
180
Klingman & Associates
New York
$1M +$996K +21,988 New
EWA
181
EverSource Wealth Advisors
Alabama
$999K -$15.8K -349 -2%
ZRP
182
Zynergy Retirement Planning
New Jersey
$991K +$57.4K +1,266 +6%
FTS
183
Fifth Third Securities
Ohio
$982K +$96.5K +2,129 +11%
AIM
184
Aspen Investment Management
Michigan
$955K +$18.1K +400 +2%
CWMS
185
CFG Wealth Management Services
Indiana
$950K +$946K +20,876 New
BA
186
Blueline Advisors
New Hampshire
$942K +$937K +20,681 New
OFS
187
OneAscent Financial Services
Alabama
$936K +$8.29K +183 +0.9%
EF
188
Envision Financial
Wisconsin
$930K -$22.5K -497 -2%
TWP
189
Tempus Wealth Planning
California
$920K +$43.6K +962 +5%
SHGA
190
Sand Hill Global Advisors
California
$913K +$7.07K +156 +0.8%
YIM
191
Yoffe Investment Management
Pennsylvania
$885K +$4.85K +107 +0.6%
IFA
192
Index Fund Advisors
California
$883K -$6.71K -148 -0.8%
HWM
193
HB Wealth Management
Georgia
$882K +$18.6K +411 +2%
BPA
194
Beacon Pointe Advisors
California
$877K +$37K +816 +4%
CIA
195
Concurrent Investment Advisors
Florida
$875K +$376K +8,302 +76%
MFT
196
Moisand Fitzgerald Tamayo
Florida
$870K -$40.2K -888 -4%
UCFA
197
United Capital Financial Advisors
Texas
$865K -$69.7K -1,539 -7%
VAS
198
Vestmark Advisory Solutions
Massachusetts
$855K -$18K -397 -2%
CWA
199
Clearview Wealth Advisors
Oregon
$846K +$21.4K +472 +3%
IPAM
200
Investment Partners Asset Management
New Jersey
$837K -$43.4K -957 -5%