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Schwab Fundamental International Small Company Index ETF

175 hedge funds and large institutions have $2.18B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
60
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$166K -$3.12K -84 -2%
SSC
102
Syverson Strege & Co
Iowa
$156K
Wells Fargo
103
Wells Fargo
California
$153K -$112K -2,983 -42%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$128K +$9.69K +259 +8%
VNA
105
Valley National Advisers
Pennsylvania
$108K -$935 -25 -0.9%
VCM
106
Vigilant Capital Management
Maine
$105K +$103K +2,749 +4,582%
PA
107
Parallel Advisors
California
$65K -$221K -5,918 -77%
CAAS
108
Capital Asset Advisory Services
Michigan
$64K
SWM
109
Spire Wealth Management
Virginia
$60K -$8.09K -218 -12%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$55K +$22K +587 +66%
IA
111
IFP Advisors
Florida
$50K -$78.6K -2,065 -61%
RK
112
Rather & Kittrell
Tennessee
$45K +$45K +1,240 New
FA
113
Faithward Advisors
Pennsylvania
$28K +$37 +1 +0.1%
OFG
114
Oxford Financial Group
Indiana
$27K
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$21K -$1.15K -31 -5%
WFA
116
WestHill Financial Advisors
California
$18K
SBL
117
Sargent Bickham Lagudis
Colorado
$17K
FMII
118
Farmers & Merchants Investments Inc
Nebraska
$16K +$16K +440 New
S
119
SignatureFD
Georgia
$15K -$14.4K -391 -49%
IRC
120
Investors Research Corp
Georgia
$15K
TIM
121
Tortoise Investment Management
New York
$15K +$2K +53 +15%
LWA
122
Lenox Wealth Advisors
New York
$15K +$13.9K +374 +1,247%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$13K -$14.8K -392 -53%
MHR
124
Matthew Hamilton Rosenberg
$13K
AF
125
Advisornet Financial
Minnesota
$13K +$38 +1 +0.3%