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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 %
RRC
76
Relaxing Retirement Coach
Massachusetts
$498K 15,022 -418 -3%
SFS
77
Solitude Financial Services
Virginia
$490K 14,795 -212 -1%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$489K 14,753 +719 +5%
AAS
79
Annex Advisory Services
Wisconsin
$480K 14,481 -1,517 -9%
PA
80
PFG Advisors
Arizona
$469K 14,142 +14,142 New
AWM
81
Aspire Wealth Management
Massachusetts
$466K 14,076 +2,122 +18%
EWM
82
Empirical Wealth Management
Washington
$446K 13,457 +954 +8%
CPA
83
Cardiff Park Advisors
California
$444K 13,390
Lido Advisors
84
Lido Advisors
California
$428K 12,912 +912 +8%
KP
85
Keel Point
Alabama
$402K 12,136 -2 -0%
KCPG
86
Kavar Capital Partners Group
Kansas
$398K 12,000
PGAM
87
Princeton Global Asset Management
New Jersey
$352K 10,637 +102 +1%
SAG
88
SageView Advisory Group
California
$350K 10,573 -263 -2%
Ameriprise
89
Ameriprise
Minnesota
$344K 10,381 -175 -2%
ULWM
90
Upper Left Wealth Management
Florida
$343K 10,366 -3,439 -25%
LJAC
91
L.J. Altfest & Co
New York
$339K 10,223
MFC
92
Morris Financial Concepts
South Carolina
$333K 10,056 -266 -3%
Cerity Partners
93
Cerity Partners
New York
$325K 9,825 +9,825 New
HWA
94
HHM Wealth Advisors
Tennessee
$323K 9,744 +600 +7%
LFA
95
Lauterbach Financial Advisors
Texas
$316K 9,525
SLT
96
St Louis Trust
Missouri
$315K 9,505
SSW
97
Stone Summit Wealth
Florida
$294K 8,865 -376 -4%
DWP
98
Destiny Wealth Partners
Florida
$273K 8,232 -55 -0.7%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$271K 8,169 +151 +2%
LAM
100
Lakewood Asset Management
Illinois
$255K 7,688 +215 +3%