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Schwab Fundamental International Small Company Index ETF

131 hedge funds and large institutions have $1.43B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
54
Reduced
31
Closed
18
Calls
Puts
$665K
Net Calls
-$665K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
76
Lido Advisors
California
$252K +$252K +8,200 New
PO
77
Private Ocean
California
$229K +$141K +4,560 +159%
Verition Fund Management
78
Verition Fund Management
Connecticut
$220K +$220K +7,159 New
VNA
79
Valley National Advisers
Pennsylvania
$219K +$8.24K +268 +4%
LIA
80
LBMC Investment Advisors
Tennessee
$204K
NDSI
81
Newman Dignan & Sheerar Inc
Rhode Island
$203K -$8.93K -291 -4%
BEAM
82
Baker Ellis Asset Management
Washington
$200K
PGAM
83
Princeton Global Asset Management
New Jersey
$183K +$93.4K +3,051 +104%
PMFA
84
Plante Moran Financial Advisors
Michigan
$175K +$173K +5,643 +8,817%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$138K +$38.9K +1,264 +39%
Deutsche Bank
86
Deutsche Bank
Germany
$137K +$52K +1,694 +61%
VCM
87
Versant Capital Management
Arizona
$119K +$18.4K +600 +18%
Wells Fargo
88
Wells Fargo
California
$109K -$66K -2,157 -38%
APSP
89
Asset Planning Services (Pennsylvania)
Pennsylvania
$104K +$277 +9 +0.3%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$88K -$9.69K -315 -10%
GWA
91
Guidant Wealth Advisors
Illinois
$82K +$31 +1 +0%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$80K +$32.8K +1,072 +69%
PCIA
93
Prime Capital Investment Advisors
Kansas
$79K -$6.53K -213 -8%
VFA
94
Valeo Financial Advisors
Indiana
$79K +$10.7K +350 +16%
TL
95
TrueWealth LLC
Georgia
$75K +$74.7K +2,443 +27,144%
DP
96
Denver PWM
Colorado
$45.3K +$45.3K +1,477 New
ACA
97
Aptus Capital Advisors
Alabama
$38K +$38K +1,252 New
FPFS
98
First Personal Financial Services
North Carolina
$33K
LFG
99
LifePlan Financial Group
Ohio
$23K +$23K +752 New
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$21K