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Schwab Fundamental International Small Company Index ETF

152 hedge funds and large institutions have $2.15B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
60
Reduced
39
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$635K +$422K +10,867 +197%
AP
52
Adero Partners
California
$623K -$26.2K -667 -4%
ASN
53
Advisory Services Network
Georgia
$577K +$165K +4,197 +40%
FM
54
Foster & Motley
Ohio
$565K -$117K -2,982 -17%
CP
55
Camelot Portfolios
Ohio
$495K -$4.63K -118 -0.9%
LJAC
56
L.J. Altfest & Co
New York
$472K +$44.3K +1,127 +10%
Lido Advisors
57
Lido Advisors
California
$471K +$149K +3,800 +46%
KCPG
58
Kavar Capital Partners Group
Kansas
$471K +$149K +3,800 +46%
Renaissance Technologies
59
Renaissance Technologies
New York
$436K -$479K -12,200 -52%
PGAM
60
Princeton Global Asset Management
New Jersey
$419K -$14K -356 -3%
Wells Fargo
61
Wells Fargo
California
$404K +$224K +5,709 +125%
SB
62
Strategic Blueprint
Georgia
$380K -$31.6K -805 -8%
LPL Financial
63
LPL Financial
California
$366K -$24.3K -618 -6%
Ameriprise
64
Ameriprise
Minnesota
$356K +$24.1K +614 +7%
PAG
65
Private Advisor Group
New Jersey
$352K -$38.8K -987 -10%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$341K +$45.2K +1,152 +15%
CFO
67
CVA Family Office
Colorado
$337K +$282K +7,179 +508%
HWA
68
HHM Wealth Advisors
Tennessee
$323K +$9.63K +245 +3%
BEAM
69
Baker Ellis Asset Management
Washington
$312K +$27.5K +700 +10%
PA
70
Parallel Advisors
California
$300K +$35.9K +916 +14%
LFAS
71
Level Four Advisory Services
Texas
$291K +$57K +1,455 +24%
HWMA
72
Heritage Wealth Management (Arizona)
Arizona
$279K +$279K +7,119 New
BJL
73
Brighton Jones LLC
Washington
$269K +$269K +6,845 New
LIA
74
LBMC Investment Advisors
Tennessee
$261K -$20.3K -517 -7%
DSN
75
D. Scott Neal
Kentucky
$255K