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Schwab Fundamental International Small Company Index ETF

124 hedge funds and large institutions have $1.42B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.7%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
22
Increased
48
Reduced
28
Closed
11
Calls
Puts
$704K
Net Calls
-$704K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
51
Moller Wealth Partners
$554K +$554K +17,761 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$543K +$12.9K +412 +2%
Creative Planning
53
Creative Planning
Kansas
$510K -$5.56K -178 -1%
SCM
54
SOL Capital Management
Maryland
$469K -$15.9K -510 -3%
AC
55
Avestar Capital
New York
$464K
LPL Financial
56
LPL Financial
California
$452K -$85.5K -2,736 -16%
MAS
57
Managed Account Services
Florida
$409K +$47.9K +1,519 +13%
JWS
58
Juncture Wealth Strategies
Arizona
$383K -$83.7K -2,679 -18%
CWP
59
Capital Wealth Planning
Florida
$319K +$319K +10,226 New
CG
60
Colony Group
Massachusetts
$310K +$20.2K +646 +7%
RWA
61
River Wealth Advisors
Pennsylvania
$290K +$290K +9,300 New
AF
62
Advisornet Financial
Minnesota
$266K +$219 +7 +0.1%
Stifel Financial
63
Stifel Financial
Missouri
$221K +$221K +7,063 New
TSS
64
Two Sigma Securities
New York
$220K +$220K +7,047 New
VNA
65
Valley National Advisers
Pennsylvania
$214K +$36.8K +1,179 +21%
CWM
66
Cedar Wealth Management
California
$209K +$74.1K +2,373 +55%
LIA
67
LBMC Investment Advisors
Tennessee
$208K
BEAM
68
Baker Ellis Asset Management
Washington
$203K
RJA
69
Raymond James & Associates
Florida
$203K +$203K +6,503 New
Wells Fargo
70
Wells Fargo
California
$179K +$103K +3,279 +134%
KCPG
71
Kavar Capital Partners Group
Kansas
$142K +$142K +4,550 New
AOWM
72
Alpha Omega Wealth Management
Virginia
$111K +$28.7K +917 +35%
PA
73
Parallel Advisors
California
$109K +$100K +3,217 +1,133%
APSP
74
Asset Planning Services (Pennsylvania)
Pennsylvania
$105K
VCM
75
Versant Capital Management
Arizona
$102K +$23.7K +763 +30%