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Schwab Fundamental International Small Company Index ETF

140 hedge funds and large institutions have $1.72B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+24
Holders Change %
+20.69%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
36
Increased
35
Reduced
38
Closed
10
Calls
โ€“
Puts
โ€“
Net Calls
โ€“
Net Calls Change
โ€“
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
101
BerganKDV Wealth Management
Minnesota
$16K +$16K +461 New
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$15K โ€“ โ€“ โ€“
PFBT
103
Parkside Financial Bank & Trust
Missouri
$13K โ€“ โ€“ โ€“
TIM
104
Tortoise Investment Management
New York
$12K โ€“ โ€“ โ€“
GFPC
105
Global Financial Private Client
Florida
$11.9K +$11.9K +343 New
Deutsche Bank
106
Deutsche Bank
Germany
$11K โ€“ โ€“ โ€“
MFT
107
Moisand Fitzgerald Tamayo
Florida
$10K +$10K +281 New
SIM
108
Sonora Investment Management
Arizona
$10K +$9.83K +287 +5,740%
SPIA
109
Steward Partners Investment Advisory
New York
$9K โ€“ โ€“ โ€“
S
110
SignatureFD
Georgia
$9K +$9K +255 New
HFA
111
Hoover Financial Advisors
Pennsylvania
$8K -$6.44K -173 -45%
JCM
112
Jacobi Capital Management
Pennsylvania
$6K โ€“ โ€“ โ€“
AssetMark Inc
113
AssetMark Inc
California
$6K +$6K +168 New
Franklin Resources
114
Franklin Resources
California
$6K +$6K +182 New
APW
115
Acima Private Wealth
Virginia
$5K +$5K +154 New
FP
116
Financial Perspectives
Minnesota
$4.7K โ€“ โ€“ โ€“
RIM
117
Rockbridge Investment Management
New York
$4K โ€“ โ€“ โ€“
HFS
118
Hantz Financial Services
Michigan
$3K โ€“ โ€“ โ€“
US Bancorp
119
US Bancorp
Minnesota
$3K โ€“ โ€“ โ€“
DI
120
Disciplined Investments
Oklahoma
$2K -$115 -3 -5%
BFC
121
Bedel Financial Consulting
Indiana
$2K โ€“ โ€“ โ€“
IRC
122
Investors Research Corp
Georgia
$2K โ€“ โ€“ โ€“
FWM
123
Focused Wealth Management
New York
$2K +$1.06K +28 +112%
Citigroup
124
Citigroup
New York
$2K +$2K +66 New
APA
125
American Portfolios Advisors
New York
$1.36K โ€“ โ€“ โ€“