FNDC icon

Schwab Fundamental International Small Company Index ETF

201 hedge funds and large institutions have $2.13B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
63
Reduced
52
Closed
23
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Market Value Shares Shares
Change
Shares
Change %
LWM
51
Liberty Wealth Management
California
$1.2M 36,336 +36,336 New
ASN
52
Advisory Services Network
Georgia
$1.13M 34,008 +2,852 +9%
SWM
53
Seed Wealth Management
Illinois
$1.07M 32,297 -108 -0.3%
Mariner
54
Mariner
Kansas
$1.01M 30,493 -167 -0.5%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$991K 29,919 -158 -0.5%
AAS
56
Avantax Advisory Services
Texas
$864K 26,084 +2,937 +13%
LPL Financial
57
LPL Financial
California
$832K 25,127 +2,599 +12%
Osaic Holdings
58
Osaic Holdings
Arizona
$818K 24,683 +6,971 +39%
SM
59
Sensible Money
Arizona
$815K 24,610 -62 -0.3%
JCIA
60
Jackson Creek Investment Advisors
Colorado
$787K 23,749 -998 -4%
AA
61
Addison Advisors
Vermont
$768K 23,172
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$757K 22,853 +49 +0.2%
YWM
63
Yoder Wealth Management
California
$738K 22,279 +22,279 New
Wells Fargo
64
Wells Fargo
California
$693K 20,918 +17,797 +570%
RF
65
RHS Financial
California
$685K 20,665 +12,935 +167%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$683K 20,630 +525 +3%
MWM
67
Moran Wealth Management
Florida
$675K 20,381 -4,447 -18%
HighTower Advisors
68
HighTower Advisors
Illinois
$655K 19,830 -2,642 -12%
VT
69
Vise Technologies
New York
$650K 19,611 -1,981 -9%
BEAM
70
Baker Ellis Asset Management
Washington
$626K 18,900
WP
71
WMS Partners
Maryland
$613K 18,513 -1,047 -5%
CA
72
Cetera Advisors
Colorado
$573K 17,298 +17,298 New
AIA
73
Alera Investment Advisors
Illinois
$571K 17,246
FANJ
74
Financial Architects (New Jersey)
New Jersey
$570K 17,199 -2,107 -11%
1WM
75
1900 Wealth Management
Texas
$508K 16,251