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Schwab Fundamental International Small Company Index ETF

218 hedge funds and large institutions have $2.31B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
70
Reduced
60
Closed
26
Calls
$57K
Puts
Net Calls
+$57K
Net Calls Change
-$34K
Name Holding Trade Value Shares
Change
Shares
Change %
GFP
101
Guardian Financial Partners
California
$275K +$56.7K +1,599 +26%
DWM
102
Dopkins Wealth Management
New York
$263K +$4.29K +121 +2%
CCA
103
Clarity Capital Advisors
Florida
$262K
LFAS
104
Level Four Advisory Services
Texas
$262K
PS
105
Principal Securities
Iowa
$259K -$26.5K -746 -9%
RW
106
REDW Wealth
New Mexico
$256K
MGW
107
MB Generational Wealth
Washington
$252K
LIA
108
LBMC Investment Advisors
Tennessee
$250K
CICC
109
Capital Investment Counsel (Colorado)
Colorado
$250K -$3.25M -91,710 -93%
IIA
110
Integral Investment Advisors
California
$243K +$243K +6,843 New
SFA
111
Sequoia Financial Advisors
Ohio
$242K -$19.1K -538 -7%
DWP
112
Destiny Wealth Partners
Florida
$237K
MWM
113
MorganRosel Wealth Management
Colorado
$218K
NFG
114
Nations Financial Group
Iowa
$206K -$851 -24 -0.4%
RWM
115
Ritholtz Wealth Management
New York
$200K +$200K +5,644 New
VCM
116
Versant Capital Management
Arizona
$186K +$7.95K +224 +4%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$180K -$173K -4,885 -49%
EWA
118
EP Wealth Advisors
California
$171K +$24.4K +687 +17%
CFO
119
CVA Family Office
Colorado
$170K
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$157K +$139K +3,912 +747%
AWM
121
Aspire Wealth Management
Massachusetts
$137K -$709K -19,980 -84%
PCMC
122
Private Capital Management (Colorado)
Colorado
$117K -$2.94K -83 -2%
SWM
123
Spire Wealth Management
Virginia
$111K +$15K +423 +16%
CA
124
Clearstead Advisors
Ohio
$108K -$38.7K -1,087 -26%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$107K +$107K +3,014 New