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Schwab Fundamental International Small Company Index ETF

166 hedge funds and large institutions have $2.17B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
31
Increased
47
Reduced
46
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$712K -$688K
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$657K +$439K +11,352 +202%
CAG
53
Curtis Advisory Group
California
$650K +$15.9K +410 +3%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$630K -$125K -3,236 -17%
AP
55
Adero Partners
California
$618K +$3.75K +97 +0.6%
ASN
56
Advisory Services Network
Georgia
$596K +$27.5K +711 +5%
LPL Financial
57
LPL Financial
California
$530K +$170K +4,384 +47%
EWM
58
Empirical Wealth Management
Washington
$467K +$467K +12,052 New
KCPG
59
Kavar Capital Partners Group
Kansas
$465K
Lido Advisors
60
Lido Advisors
California
$464K
HighTower Advisors
61
HighTower Advisors
Illinois
$449K -$162K -4,334 -26%
FM
62
Foster & Motley
Ohio
$447K -$110K -2,834 -20%
PGAM
63
Princeton Global Asset Management
New Jersey
$412K -$1.63K -42 -0.4%
LJAC
64
L.J. Altfest & Co
New York
$398K -$66.8K -1,727 -14%
SB
65
Strategic Blueprint
Georgia
$368K -$6.38K -165 -2%
Ameriprise
66
Ameriprise
Minnesota
$362K +$10.4K +268 +3%
HWA
67
HHM Wealth Advisors
Tennessee
$347K +$28.5K +735 +9%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$335K +$307K +7,691 +1,088%
CP
69
Camelot Portfolios
Ohio
$313K -$176K -4,545 -36%
PA
70
Parallel Advisors
California
$296K
BEAM
71
Baker Ellis Asset Management
Washington
$294K -$11.5K -300 -4%
LFAS
72
Level Four Advisory Services
Texas
$287K
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$279K +$279K +7,196 New
Wells Fargo
74
Wells Fargo
California
$273K -$123K -3,199 -31%
BJL
75
Brighton Jones LLC
Washington
$261K -$3.99K -103 -2%