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Schwab Fundamental International Small Company Index ETF

203 hedge funds and large institutions have $2.15B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
67
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.02M +$199K +5,999 +24%
Ameriprise
52
Ameriprise
Minnesota
$918K +$573K +17,264 +166%
LPL Financial
53
LPL Financial
California
$899K +$65.3K +1,966 +8%
CAM
54
Cresset Asset Management
Illinois
$858K +$858K +25,836 New
AAS
55
Avantax Advisory Services
Texas
$855K -$11.2K -338 -1%
TNA
56
True North Advisors
Texas
$839K +$839K +25,275 New
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$833K -$160K -4,815 -16%
Mercer Global Advisors
58
Mercer Global Advisors
Colorado
$821K +$62.4K +1,880 +8%
AA
59
Addison Advisors
Vermont
$821K +$51.7K +1,559 +7%
SM
60
Sensible Money
Arizona
$797K -$19.9K -601 -2%
HighTower Advisors
61
HighTower Advisors
Illinois
$796K +$138K +4,162 +21%
Renaissance Technologies
62
Renaissance Technologies
New York
$753K -$595K -17,951 -44%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$749K +$64.6K +1,945 +9%
FPAS
64
Focus Partners Advisor Solutions
Missouri
$739K -$763K -22,993 -51%
JCIA
65
Jackson Creek Investment Advisors
Colorado
$737K -$51.2K -1,544 -7%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$726K +$515K +15,504 +243%
Wells Fargo
67
Wells Fargo
California
$709K +$14.7K +444 +2%
VT
68
Vise Technologies
New York
$697K +$46.3K +1,394 +7%
YWM
69
Yoder Wealth Management
California
$686K -$53.3K -1,607 -7%
MWM
70
Moran Wealth Management
Florida
$672K -$4.51K -136 -0.7%
RF
71
RHS Financial
California
$643K -$42.8K -1,289 -6%
CA
72
Cetera Advisors
Colorado
$631K +$57.1K +1,721 +10%
BEAM
73
Baker Ellis Asset Management
Washington
$627K
WP
74
WMS Partners
Maryland
$614K
AWM
75
Aspire Wealth Management
Massachusetts
$593K +$126K +3,803 +27%