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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 %
LFAS
101
Level Four Advisory Services
Texas
$249K 7,519 +83 +1%
RW
102
REDW Wealth
New Mexico
$249K 7,515 +7,515 New
DWM
103
Dopkins Wealth Management
New York
$240K 7,250
LIA
104
LBMC Investment Advisors
Tennessee
$234K 7,061
LPAM
105
Lodestar Private Asset Management
California
$220K 6,639 -144 -2%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$216K 6,532 +5,390 +472%
ACP
107
Aviance Capital Partners
Florida
$213K 6,428 +6,428 New
WA
108
Wambolt & Associates
Colorado
$211K 6,306 +6,306 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$210K 6,376 +1,045 +20%
CFO
110
CVA Family Office
Colorado
$175K 5,293 +3,037 +135%
PCMC
111
Private Capital Management (Colorado)
Colorado
$170K 5,130 +5,130 New
VCM
112
Versant Capital Management
Arizona
$163K 4,929 -273 -5%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$103K 3,101 -656 -17%
FSWA
114
Financial Synergies Wealth Advisors
Texas
$74.1K 2,236
BAM
115
Belpointe Asset Management
Nevada
$66.3K 2,001 +1 +0.1%
FFL
116
Financial Freedom LLC
Ohio
$61.9K 1,868
SWM
117
Spire Wealth Management
Virginia
$57.4K 1,734 +1,195 +222%
BA
118
Bristlecone Advisors
Washington
$56K 1,690 +1,690 New
FCAG
119
First Capital Advisors Group
New Jersey
$56K 1,689
PA
120
Parallel Advisors
California
$55.5K 1,675 -203 -11%
MA
121
MCF Advisors
Kentucky
$53K 1,599
AssetMark Inc
122
AssetMark Inc
California
$52K 1,570 +386 +33%
IA
123
IFP Advisors
Florida
$49.3K 1,373 -283 -17%
TAM
124
Townsend Asset Management
North Carolina
$37.9K 1,145 +1,145 New
VNA
125
Valley National Advisers
Pennsylvania
$30K 886 -2,770 -76%