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Schwab Fundamental International Small Company Index ETF

201 hedge funds and large institutions have $2.13B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
63
Reduced
52
Closed
23
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
201
Center for Financial Planning
Michigan
$199
SAM
202
Synergy Asset Management
Washington
-$6.11M -195,502 Closed
MAM
203
Milestone Asset Management
Pennsylvania
-$5.56M -165,778 Closed
CG
204
Colony Group
Massachusetts
-$1.87M -59,917 Closed
ACM
205
AlphaStar Capital Management
North Carolina
-$650K -20,789 Closed
BCM
206
Brookstone Capital Management
Illinois
-$547K -17,086 Closed
FCM
207
Fortis Capital Management
Washington
-$531K -17,000 Closed
BFG
208
Barber Financial Group
Kansas
-$225K -7,184 Closed
LCM
209
Liberty Capital Management
Michigan
-$214K -6,834 Closed
MSCM
210
McElhenny Sheffield Capital Management
Texas
-$57.2K -1,830 Closed
GGI
211
Godsey & Gibb Inc
Virginia
-$53.4K -1,707 Closed
EI
212
Ellevest Inc
New York
-$33.4K -1,068 Closed
FA
213
Faithward Advisors
Pennsylvania
-$14.3K -457 Closed
HBW
214
Hazlett, Burt & Watson
West Virginia
-$7K -213 Closed
FCAS
215
First Command Advisory Services
Texas
-$2K -208 Closed
BCMLT
216
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4.81K -154 Closed
BWM
217
BerganKDV Wealth Management
Minnesota
-$2.81K -90 Closed
GI
218
Gradient Investments
Minnesota
-$2.63K -84 Closed
AAP
219
Arax Advisory Partners
Colorado
-$1.94K -62 Closed
TCA
220
Trifecta Capital Advisors
Illinois
-$1.75K -56 Closed
BlackRock
221
BlackRock
New York
-$1K -32 Closed
FWM
222
Focused Wealth Management
New York
-$875 -28 Closed
CFGS
223
Concourse Financial Group Securities
Alabama
-$781 -25 Closed
PMFA
224
Plante Moran Financial Advisors
Michigan
-$500 -16 Closed