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Schwab Fundamental International Small Company Index ETF

229 hedge funds and large institutions have $2.25B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
73
Reduced
71
Closed
17
Calls
$38K
Puts
Net Calls
+$38K
Net Calls Change
+$38K
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
151
CVA Family Office
Colorado
$61K -$3.59K -94 -6%
CAL
152
Capital Analysts LLC
Pennsylvania
$57K +$7.69K +203 +16%
NP
153
NorthRock Partners
Minnesota
$52.1K -$420 -11 -0.8%
CPG
154
Cornerstone Planning Group
New Jersey
$48.8K -$499K -13,835 -91%
GRP
155
Global Retirement Partners
California
$47.4K +$47.2K +1,236 +20,600%
PS
156
Planned Solutions
California
$46.5K +$46.5K +1,220 New
MG
157
Mather Group
Illinois
$36.7K -$229 -6 -0.6%
WP
158
WealthShield Partners
North Carolina
$26.7K
BCWM
159
Bartlett & Co Wealth Management
Ohio
$24.2K
HI
160
Harbour Investments
Wisconsin
$22.6K +$572 +15 +3%
ACA
161
Aptus Capital Advisors
Alabama
$22K -$14.3K -376 -39%
PMFA
162
Plante Moran Financial Advisors
Michigan
$21.7K
TCM
163
TruNorth Capital Management
Michigan
$20K
S
164
SignatureFD
Georgia
$20K +$8.58K +225 +76%
AWM
165
Aspire Wealth Management
Massachusetts
$18.9K -$128K -3,359 -87%
IHWM
166
Iron Horse Wealth Management
Iowa
$18.5K
CFD
167
Creative Financial Designs
Indiana
$18.4K +$38 +1 +0.2%
AC
168
AlphaCore Capital
California
$18.4K -$343 -9 -2%
SWM
169
Spire Wealth Management
Virginia
$17.9K -$10.3K -270 -37%
CB
170
CNB Bank
Pennsylvania
$17.8K
ACA
171
American Capital Advisory
Idaho
$17.7K +$115 +3 +0.7%
FWP
172
FAS Wealth Partners
Kansas
$17.4K
JFGIW
173
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.8K
HPIA
174
Hamilton Point Investment Advisors
North Carolina
$14.8K
TIM
175
Tortoise Investment Management
New York
$13.2K