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Schwab Fundamental International Small Company Index ETF

201 hedge funds and large institutions have $2.13B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
63
Reduced
52
Closed
23
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Market Value Shares Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$3.98M 120,128 +5,851 +5%
DAS
27
Dynamic Advisor Solutions
Arizona
$3.71M 112,026 +26,376 +31%
IWC
28
Integrated Wealth Concepts
Massachusetts
$3.19M 96,377 +4,288 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.07M 92,654 +87,654 +1,753%
RLWM
30
RF&L Wealth Management
Massachusetts
$3M 90,637 +1,290 +1%
MWP
31
Moller Wealth Partners
$2.68M 80,763 +1,368 +2%
SWM
32
Shakespeare Wealth Management
Wisconsin
$2.57M 77,576 -8,264 -10%
SFP
33
Sterling Financial Planning
New Jersey
$2.56M 77,306 -1,628 -2%
PP
34
PrairieView Partners
Minnesota
$2.49M 75,101 -3,213 -4%
KLI
35
Kelman-Lazarov Inc
Tennessee
$2.43M 73,434 +1,853 +3%
BCG
36
Breakwater Capital Group
New Jersey
$2.36M 71,207 +39,563 +125%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.34M 70,619 +32,915 +87%
OMC
38
Old Mission Capital
Illinois
$2.28M 68,918 +68,918 New
SPA
39
Shore Point Advisors
New Jersey
$2.16M 65,182 +2,889 +5%
RJA
40
Raymond James & Associates
Florida
$2.15M 64,861 +8,808 +16%
CWM
41
Cabot Wealth Management
Massachusetts
$2.09M 63,125 -351 -0.6%
CCMG
42
Clark Capital Management Group
Pennsylvania
$1.97M 59,476 +15,337 +35%
Bank of America
43
Bank of America
North Carolina
$1.95M 58,761 +145 +0.2%
ADL
44
Asset Dedication LLC
California
$1.91M 57,915 -492 -0.8%
JWM
45
Janiczek Wealth Management
Colorado
$1.74M 51,692 -1,833 -3%
WW
46
Waterfront Wealth
Kansas
$1.58M 47,716 -2,240 -4%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$1.5M 45,264 +1,953 +5%
CIC
48
Cutler Investment Counsel
Oregon
$1.4M 42,239 +2,044 +5%
Renaissance Technologies
49
Renaissance Technologies
New York
$1.35M 40,651 +22,751 +127%
NWM
50
Northwest Wealth Management
Iowa
$1.29M 38,821 +1,054 +3%