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Schwab Fundamental International Small Company Index ETF

197 hedge funds and large institutions have $2.06B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+26
Holders Change %
+15.2%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
61
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BC
126
Bartlett & Co
Ohio
$25K +$19.9K +646 +392%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$25K +$22.2K +718 +807%
OFG
128
Oxford Financial Group
Indiana
$22.8K
TFGT
129
TS Financial Group (TSFG)
Illinois
$22K +$346 +11 +2%
CFB
130
Cullen/Frost Bankers
Texas
$21.4K
SSB
131
Sandy Spring Bank
Maryland
$17.1K +$17.1K +547 New
SWM
132
Spire Wealth Management
Virginia
$17K -$252 -8 -1%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$16.1K
WFA
134
WestHill Financial Advisors
California
$15.2K
AC
135
AlphaCore Capital
California
$15K
FA
136
Faithward Advisors
Pennsylvania
$14.3K +$31 +1 +0.2%
SBL
137
Sargent Bickham Lagudis
Colorado
$13.7K +$3.56K +114 +35%
CFD
138
Creative Financial Designs
Indiana
$13.5K +$1.19K +38 +10%
IRC
139
Investors Research Corp
Georgia
$13.3K
RG
140
Retirement Group
California
$12K
HR
141
Howe & Rusling
New York
$11.5K -$136K -4,337 -92%
HI
142
Harbour Investments
Wisconsin
$11.2K
HCP
143
Hexagon Capital Partners
Arkansas
$10.9K -$47K -1,505 -81%
TIM
144
Tortoise Investment Management
New York
$10.8K -$1.66K -53 -13%
GFPC
145
Global Financial Private Client
Florida
$10.7K
MHR
146
Matthew Hamilton Rosenberg
$10.6K
AF
147
Advisornet Financial
Minnesota
$10K -$2.72K -87 -21%
GWSA
148
Global Wealth Strategies & Associates
Colorado
$9.91K +$9.91K +317 New
BWL
149
Bogart Wealth LLC
Virginia
$9.51K
AIM
150
Anchor Investment Management
South Carolina
$9.38K