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Schwab Fundamental International Small Company Index ETF

189 hedge funds and large institutions have $2.09B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 27 closing their positions.

Holders
189
Holders Change
-14
Holders Change %
-6.9%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
67
Reduced
47
Closed
27
Calls
$3K
Puts
$96K
Net Calls
-$93K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$4.23M +$293K +9,110 +7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.53M +$3.53M +109,978 New
BCG
28
Breakwater Capital Group
New Jersey
$3.45M +$690K +22,184 +25%
RLWM
29
RF&L Wealth Management
Massachusetts
$3.1M +$105K +3,257 +3%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$2.75M +$2.5M +77,812 +1,003%
KLI
31
Kelman-Lazarov Inc
Tennessee
$2.63M +$263K +8,183 +11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.59M -$112K -3,476 -4%
MWP
33
Moller Wealth Partners
$2.58M -$8.23K -256 -0.3%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.56M +$29.1K +904 +1%
SPA
35
Shore Point Advisors
New Jersey
$2.42M +$245K +7,619 +11%
SFP
36
Sterling Financial Planning
New Jersey
$2.42M -$43.9K -1,365 -2%
SWM
37
Shakespeare Wealth Management
Wisconsin
$2.31M +$43.5K +1,352 +2%
RJA
38
Raymond James & Associates
Florida
$2.31M +$29.1K +906 +1%
MMA
39
Miracle Mile Advisors
California
$2.26M -$776K -24,131 -26%
PP
40
PrairieView Partners
Minnesota
$2.25M -$94.9K -2,952 -4%
CWM
41
Cabot Wealth Management
Massachusetts
$2M -$32.4K -1,009 -2%
Bank of America
42
Bank of America
North Carolina
$1.65M +$354 +11 +0%
JWM
43
Janiczek Wealth Management
Colorado
$1.64M -$8.94K -278 -0.5%
ADL
44
Asset Dedication LLC
California
$1.54M -$230K -7,197 -13%
RF
45
RHS Financial
California
$1.42M +$796K +24,767 +128%
CIC
46
Cutler Investment Counsel
Oregon
$1.42M +$39.8K +1,239 +3%
WW
47
Waterfront Wealth
Kansas
$1.26M +$63.3K +2,061 +5%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.22M +$449K +13,977 +58%
NWM
49
Northwest Wealth Management
Iowa
$1.21M -$964 -30 -0.1%
Ameriprise
50
Ameriprise
Minnesota
$1.08M +$192K +5,961 +22%