FNDC icon

Schwab Fundamental International Small Company Index ETF

140 hedge funds and large institutions have $1.72B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+24
Holders Change %
+20.69%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
36
Increased
35
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
51
Adero Partners
California
$603K -$10.1K -291 -2%
CP
52
Camelot Portfolios
Ohio
$478K -$68.5K -1,970 -13%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$424K +$424K +12,194 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$405K -$128K -3,687 -24%
PGAM
55
Princeton Global Asset Management
New Jersey
$401K +$45.5K +1,309 +13%
LWM
56
Laidlaw Wealth Management
New York
$397K +$397K +11,423 New
SB
57
Strategic Blueprint
Georgia
$384K -$224K -6,439 -37%
LJAC
58
L.J. Altfest & Co
New York
$360K +$15.1K +435 +4%
LPL Financial
59
LPL Financial
California
$335K -$3.97K -114 -1%
PAG
60
Private Advisor Group
New Jersey
$323K +$323K +9,297 New
Ameriprise
61
Ameriprise
Minnesota
$320K -$19.1K -550 -6%
Lido Advisors
62
Lido Advisors
California
$285K
KCPG
63
Kavar Capital Partners Group
Kansas
$285K
FSWA
64
Financial Synergies Wealth Advisors
Texas
$259K -$653K -18,773 -72%
Wealthfront Advisers
65
Wealthfront Advisers
California
$252K +$2.3K +66 +0.9%
HWA
66
HHM Wealth Advisors
Tennessee
$246K -$766 -22 -0.3%
CAG
67
Curtis Advisory Group
California
$244K +$244K +7,012 New
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$240K +$240K +6,910 New
PA
69
Parallel Advisors
California
$236K
LIA
70
LBMC Investment Advisors
Tennessee
$231K +$231K +6,647 New
EAM
71
Evanson Asset Management
California
$226K +$226K +6,487 New
JWS
72
Juncture Wealth Strategies
Arizona
$225K -$14.9K -429 -6%
EFG
73
Everhart Financial Group
Ohio
$219K +$219K +6,301 New
BEAM
74
Baker Ellis Asset Management
Washington
$210K +$210K +6,050 New
VCM
75
Versant Capital Management
Arizona
$195K +$2.7K +78 +1%