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Schwab Fundamental International Small Company Index ETF

175 hedge funds and large institutions have $2.18B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
60
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
51
Advisory Services Network
Georgia
$703K +$127K +3,398 +22%
Luther King Capital Management (LKCM)
52
Luther King Capital Management (LKCM)
Texas
$688K -$712K
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$683K +$436K +11,661 +177%
LPL Financial
54
LPL Financial
California
$645K +$133K +3,561 +26%
ULWM
55
Upper Left Wealth Management
Florida
$617K +$617K +16,375 New
SPA
56
Shore Point Advisors
New Jersey
$604K +$604K +16,155 New
CPA
57
Cardiff Park Advisors
California
$602K +$602K +16,092 New
EWM
58
Empirical Wealth Management
Washington
$593K +$142K +3,798 +32%
AP
59
Adero Partners
California
$589K -$7.96K -213 -1%
HighTower Advisors
60
HighTower Advisors
Illinois
$565K +$125K +3,419 +28%
COF
61
Capital One Financial
Virginia
$490K -$359K -9,605 -42%
LWM
62
Laidlaw Wealth Management
New York
$484K +$484K +12,948 New
GIA
63
GHP Investment Advisors
Colorado
$464K +$464K +12,422 New
MML Investors Services
64
MML Investors Services
Massachusetts
$457K +$457K +12,214 New
KCPG
65
Kavar Capital Partners Group
Kansas
$449K
Lido Advisors
66
Lido Advisors
California
$448K
SFS
67
Solitude Financial Services
Virginia
$434K +$434K +11,595 New
LJAC
68
L.J. Altfest & Co
New York
$429K +$44.5K +1,189 +12%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$396K +$80.6K +2,145 +26%
PGAM
70
Princeton Global Asset Management
New Jersey
$381K -$16.7K -446 -4%
CST
71
Charles Schwab Trust
Nevada
$372K -$9.5M -253,932 -96%
STA
72
Summit Trail Advisors
New York
$371K +$371K +8,445 New
FM
73
Foster & Motley
Ohio
$337K -$95.1K -2,542 -22%
HWA
74
HHM Wealth Advisors
Tennessee
$335K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$327K +$327K +9,083 New