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Schwab Fundamental International Small Company Index ETF

197 hedge funds and large institutions have $2.06B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+26
Holders Change %
+15.2%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
61
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RRC
76
Relaxing Retirement Coach
Massachusetts
$483K -$59K -1,886 -11%
SFS
77
Solitude Financial Services
Virginia
$469K +$63 +2 +0%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$440K +$25.9K +827 +6%
ULWM
79
Upper Left Wealth Management
Florida
$432K +$9.07K +290 +2%
CPA
80
Cardiff Park Advisors
California
$419K +$2.81K +90 +0.7%
EWM
81
Empirical Wealth Management
Washington
$391K +$22K +705 +6%
KP
82
Keel Point
Alabama
$379K +$379K +12,138 New
Lido Advisors
83
Lido Advisors
California
$375K
KCPG
84
Kavar Capital Partners Group
Kansas
$375K
AWM
85
Aspire Wealth Management
Massachusetts
$374K +$2.28K +73 +0.6%
SAG
86
SageView Advisory Group
California
$339K +$339K +10,836 New
Ameriprise
87
Ameriprise
Minnesota
$330K +$23.4K +750 +8%
PGAM
88
Princeton Global Asset Management
New Jersey
$329K +$16.5K +529 +5%
MFC
89
Morris Financial Concepts
South Carolina
$323K +$115K +3,679 +55%
LJAC
90
L.J. Altfest & Co
New York
$320K
LFA
91
Lauterbach Financial Advisors
Texas
$298K +$8.44K +270 +3%
SLT
92
St Louis Trust
Missouri
$297K +$297K +9,505 New
SSW
93
Stone Summit Wealth
Florida
$289K -$45.6K -1,458 -14%
HWA
94
HHM Wealth Advisors
Tennessee
$286K -$20.7K -661 -7%
DWP
95
Destiny Wealth Partners
Florida
$259K -$2.14M -68,556 -89%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$251K +$10.9K +348 +5%
RF
97
RHS Financial
California
$242K -$696K -22,239 -74%
LAM
98
Lakewood Asset Management
Illinois
$234K +$234K +7,473 New
LFAS
99
Level Four Advisory Services
Texas
$232K +$594 +19 +0.3%
DWM
100
Dopkins Wealth Management
New York
$227K +$227K +7,250 New