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Schwab Fundamental International Small Company Index ETF

249 hedge funds and large institutions have $2.01B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+20
Holders Change %
+8.73%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
88
Reduced
57
Closed
20
Calls
$75K
Puts
Net Calls
+$75K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Shares
Change %
NP
151
NorthRock Partners
Minnesota
$59.3K +$12.7K +373 +27%
EWA
152
Elevate Wealth Advisory
Georgia
$57.2K
CFO
153
CVA Family Office
Colorado
$54.8K +$205 +6 +0.4%
PWA
154
Physician Wealth Advisors
Utah
$54.2K +$54.2K +1,587 New
KBFS
155
Kohmann Bosshard Financial Services
Ohio
$53.9K +$53.9K +1,578 New
Comerica Bank
156
Comerica Bank
Texas
$50.8K -$6.15K -180 -11%
CAL
157
Capital Analysts LLC
Pennsylvania
$48K -$3.42K -100 -7%
CPG
158
Cornerstone Planning Group
New Jersey
$47.7K +$592 +17 +1%
WAG
159
Windsor Advisory Group
Ohio
$45.6K +$45.6K +1,337 New
IF
160
Integrity Financial
Wyoming
$45K +$45K +1,319 New
PS
161
Pinney & Scofield
Massachusetts
$44.6K +$44.6K +1,306 New
HR
162
Howe & Rusling
New York
$41.7K -$12.9K -379 -24%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$35.5K +$28.1K +822 +377%
MG
164
Mather Group
Illinois
$32.9K +$102 +3 +0.3%
GRP
165
Global Retirement Partners
California
$31.5K -$10.9K -320 -26%
PAM
166
Parvin Asset Management
South Dakota
$29K +$29K +848 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$24.8K +$22.9K +676 +1,186%
WP
168
WealthShield Partners
North Carolina
$23.9K
ACA
169
Aptus Capital Advisors
Alabama
$23.8K +$4.13K +121 +21%
BFPW
170
BOK Financial Private Wealth
Colorado
$22.9K +$22.9K +671 New
MMCM
171
Murphy & Mullick Capital Management
New York
$22.7K +$22.7K +664 New
BCWM
172
Bartlett & Co Wealth Management
Ohio
$21.7K
PMFA
173
Plante Moran Financial Advisors
Michigan
$19.5K
NFSG
174
Newbridge Financial Services Group
Florida
$18K +$18K +526 New
TCM
175
TruNorth Capital Management
Michigan
$17.9K