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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.

New
Increased
Maintained
Reduced
Closed
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 %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$22K +$22K +633 New
FWM
152
FSA Wealth Management
Massachusetts
$21.7K +$21.7K +613 New
PMFA
153
Plante Moran Financial Advisors
Michigan
$21.6K +$5.29K +149 +32%
SPIA
154
Steward Partners Investment Advisory
New York
$21.4K +$13.6K +384 +176%
HI
155
Harbour Investments
Wisconsin
$20.5K
TCM
156
TruNorth Capital Management
Michigan
$18.6K +$18.6K +525 New
CFD
157
Creative Financial Designs
Indiana
$17.1K -$993 -28 -6%
FWP
158
FAS Wealth Partners
Kansas
$16.1K
CSWM
159
Cassady Schiller Wealth Management
Ohio
$15.6K +$15.6K +441 New
ACA
160
American Capital Advisory
Idaho
$14.8K -$464 -14 -3%
JFGIW
161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.7K -$8.44K -238 -36%
RG
162
Retirement Group
California
$13.9K
HPIA
163
Hamilton Point Investment Advisors
North Carolina
$13.7K
TIM
164
Tortoise Investment Management
New York
$12.2K
GFPC
165
Global Financial Private Client
Florida
$12.1K
KFI
166
Key Financial Inc
Pennsylvania
$11.8K
ACA
167
Aptus Capital Advisors
Alabama
$10.7K +$1.35K +38 +14%
AIM
168
Anchor Investment Management
South Carolina
$10.6K
FPF
169
First Pacific Financial
Washington
$10.1K +$3.68K +104 +57%
SIC
170
SJS Investment Consulting
Ohio
$8.69K +$8.69K +245 New
CI
171
Cordant Inc
Oregon
$8.05K
RP
172
Rice Partnership
Hawaii
$8.02K +$8.02K +226 New
ATC
173
Adirondack Trust Company
New York
$7.63K
CA
174
Continuum Advisory
Idaho
$7.28K +$7.28K +204 New
KWAG
175
Kiely Wealth Advisory Group
North Carolina
$6.85K