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Schwab Fundamental International Small Company Index ETF

175 hedge funds and large institutions have $2.18B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
60
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
151
Avion Wealth
Texas
$3K
FMP
152
Financial Management Professionals
Texas
$3K +$1.7K +52 +130%
RDFA
153
Ritter Daniher Financial Advisory
Ohio
$3K +$3K +79 New
EVM
154
Eaton Vance Management
Massachusetts
$2K -$81.2K -1,745 -98%
BW
155
Bison Wealth
Georgia
$2K -$12.1K -308 -86%
AF
156
Allworth Financial
California
$2K
APW
157
Acima Private Wealth
Virginia
$2K
DI
158
Disciplined Investments
Oklahoma
$2K
TFS
159
TrustCore Financial Services
Tennessee
$2K
CWP
160
Concord Wealth Partners
Virginia
$2K +$2K +47 New
UB
161
UMB Bank
Missouri
$2K +$2K +60 New
BWM
162
BerganKDV Wealth Management
Minnesota
$1K -$10.2K -347 -91%
TFGT
163
TS Financial Group (TSFG)
Illinois
$1K
CA
164
Clearstead Advisors
Ohio
$1K
RP
165
Rice Partnership
Hawaii
$1K
POIA
166
Pin Oak Investment Advisors
Texas
$1K
FWM
167
Focused Wealth Management
New York
$1K
EA
168
Evolution Advisers
Virginia
$1K +$1K +35 New
First Manhattan
169
First Manhattan
New York
$1K +$1K +41 New
CFCI
170
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1K +45 New
KFS
171
Kelly Financial Services
Massachusetts
$319 +$35 +1 +13%
Citadel Advisors
172
Citadel Advisors
Florida
-$9.17M -236,973 Closed
Renaissance Technologies
173
Renaissance Technologies
New York
-$1.21M -31,200 Closed
GW
174
GW & Wade
Massachusetts
-$897K -23,177 Closed
SB
175
Strategic Blueprint
Georgia
-$368K -9,517 Closed