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Schwab Fundamental International Small Company Index ETF

218 hedge funds and large institutions have $2.31B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
70
Reduced
60
Closed
26
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
SPA
26
Shore Point Advisors
New Jersey
$4.67M +$944K +26,604 +25%
RJA
27
Raymond James & Associates
Florida
$4.02M +$320K +9,018 +9%
BCG
28
Breakwater Capital Group
New Jersey
$3.84M -$95.8K -2,702 -2%
KLI
29
Kelman-Lazarov Inc
Tennessee
$3.81M +$215K +6,073 +6%
RLWM
30
RF&L Wealth Management
Massachusetts
$3.6M +$112K +3,165 +3%
MWP
31
Moller Wealth Partners
$3.1M +$37.5K +1,056 +1%
WFA
32
Wade Financial Advisory
California
$3.09M -$2.16M -60,859 -41%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$3.06M +$13.5K +381 +0.4%
IWC
34
Integrated Wealth Concepts
Massachusetts
$2.96M +$114K +3,219 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.82M -$20.1K -566 -0.7%
SFP
36
Sterling Financial Planning
New Jersey
$2.49M -$87.6K -2,470 -3%
PP
37
PrairieView Partners
Minnesota
$2.46M +$22.4K +631 +0.9%
SWM
38
Shakespeare Wealth Management
Wisconsin
$2.45M -$139K -3,920 -5%
CWM
39
Cabot Wealth Management
Massachusetts
$2.31M +$78.6K +2,215 +4%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$2.26M +$1.63M +46,009 +261%
Bank of America
41
Bank of America
North Carolina
$2.05M +$117K +3,299 +6%
FFO
42
Fortitude Family Office
Arizona
$2.05M +$596K +16,806 +41%
CIC
43
Cutler Investment Counsel
Oregon
$1.8M +$135K +3,814 +8%
JWM
44
Janiczek Wealth Management
Colorado
$1.76M +$36.4K +1,025 +2%
ADL
45
Asset Dedication LLC
California
$1.55M -$9.98K -283 -0.6%
VWA
46
Valued Wealth Advisors
Utah
$1.53M +$197K +5,564 +15%
CAM
47
Cresset Asset Management
Illinois
$1.45M -$4.04K -114 -0.3%
LPL Financial
48
LPL Financial
California
$1.41M +$290K +8,168 +26%
NWM
49
Northwest Wealth Management
Iowa
$1.34M +$5.96K +168 +0.4%
RF
50
RHS Financial
California
$1.3M -$483K -13,609 -27%