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Schwab Fundamental International Small Company Index ETF

216 hedge funds and large institutions have $2.34B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
72
Reduced
58
Closed
17
Calls
$91K
Puts
Net Calls
+$91K
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$90.5K +$74.8K +2,230 +475%
MA
127
MCF Advisors
Kentucky
$74.4K
AF
128
Allworth Financial
California
$73.2K
AWM
129
Able Wealth Management
New Jersey
$71.2K +$71.2K +2,043 New
ST
130
Smithfield Trust
Pennsylvania
$71K +$71K +2,031 New
HR
131
Howe & Rusling
New York
$70.4K +$52.9K +1,517 +302%
FSWA
132
Financial Synergies Wealth Advisors
Texas
$69.9K +$813 +26 +1%
FFL
133
Financial Freedom LLC
Ohio
$67.1K +$1.5K +43 +2%
HCP
134
Hexagon Capital Partners
Arkansas
$65.4K +$50.9K +1,460 +351%
AF
135
Advisornet Financial
Minnesota
$64.9K +$1.46K +42 +2%
AWM
136
Abound Wealth Management
Tennessee
$62.3K +$62.3K +1,788 New
EWA
137
Elevate Wealth Advisory
Georgia
$58.4K +$58.4K +1,674 New
AssetMark Inc
138
AssetMark Inc
California
$55.7K +$1.64K +47 +3%
PA
139
Parallel Advisors
California
$55.2K
IA
140
IFP Advisors
Florida
$48.6K +$523 +15 +1%
SIS
141
Sound Income Strategies
Florida
$45.1K +$45.1K +1,293 New
BSB
142
Bangor Savings Bank
Maine
$38.3K +$38.3K +1,100 New
PS
143
Planned Solutions
California
$34.6K +$34.6K +992 New
VNA
144
Valley National Advisers
Pennsylvania
$28K
LFG
145
Larson Financial Group
Missouri
$27.6K
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$26.5K -$2.37K -68 -8%
WP
147
WealthShield Partners
North Carolina
$24.4K
CFB
148
Cullen/Frost Bankers
Texas
$23.8K
JFGIW
149
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K +$18.4K +527 +418%
ASN
150
Advisory Services Network
Georgia
$22.8K +$22.8K +653 New