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Schwab Fundamental International Small Company Index ETF

203 hedge funds and large institutions have $2.15B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
67
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
101
Lakewood Asset Management
Illinois
$253K -$2.62K -79 -1%
DWP
102
Destiny Wealth Partners
Florida
$250K -$31.5K -919 -11%
LFAS
103
Level Four Advisory Services
Texas
$250K +$33 +1 +0%
DWM
104
Dopkins Wealth Management
New York
$242K +$1.73K +52 +0.7%
SFA
105
Sequoia Financial Advisors
Ohio
$240K +$240K +7,241 New
RW
106
REDW Wealth
New Mexico
$239K -$9.96K -300 -4%
LPAM
107
Lodestar Private Asset Management
California
$237K +$16.3K +490 +7%
LIA
108
LBMC Investment Advisors
Tennessee
$234K
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$217K -$2.86M -86,122 -93%
ACP
110
Aviance Capital Partners
Florida
$213K -$33 -1 -0%
CFO
111
CVA Family Office
Colorado
$174K -$1.73K -52 -1%
VCM
112
Versant Capital Management
Arizona
$165K +$1.89K +57 +1%
PCMC
113
Private Capital Management (Colorado)
Colorado
$128K -$42.1K -1,269 -25%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$106K +$3.35K +101 +3%
FSWA
115
Financial Synergies Wealth Advisors
Texas
$73.3K -$863 -26 -1%
FFL
116
Financial Freedom LLC
Ohio
$62.5K +$465 +14 +0.7%
FCAG
117
First Capital Advisors Group
New Jersey
$56.1K
PA
118
Parallel Advisors
California
$55.6K
MA
119
MCF Advisors
Kentucky
$53.1K
AssetMark Inc
120
AssetMark Inc
California
$48.8K -$3.29K -99 -6%
IA
121
IFP Advisors
Florida
$45.7K +$166 +5 +0.4%
TAM
122
Townsend Asset Management
North Carolina
$38K
AP
123
Arlington Partners
Alabama
$37.5K +$37.5K +1,129 New
BAAM
124
Baker Avenue Asset Management
California
$35.7K +$35.7K +1,077 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$28.3K +$1.79K +54 +7%