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Schwab Fundamental International Small Company Index ETF

114 hedge funds and large institutions have $1.34B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
2.47%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.2%
New
30
Increased
34
Reduced
31
Closed
14
Calls
Puts
$666K
Net Calls
-$666K
Net Calls Change
-$666K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.1B 35,523,651 +1,115,238 +3%
USAA
2
United Services Automobile Association
Texas
$51M 1,640,300
UCFA
3
United Capital Financial Advisors
Texas
$17.2M 555,112 +74,807 +16%
Jane Street
4
Jane Street
New York
$15.6M 500,893 -665,575 -57%
FM
5
Foster & Motley
Ohio
$13.6M 438,558 +48,527 +12%
RRC
6
Relaxing Retirement Coach
Massachusetts
$10.3M 332,745 +41,583 +14%
AFA
7
Arlington Financial Advisors
California
$9.91M 319,041 +109,030 +52%
OWM
8
Opes Wealth Management
California
$9.11M 293,215 +293,215 New
COI
9
Capital One Investing
Virginia
$7.45M 239,698 -11,222 -4%
JWM
10
Janiczek Wealth Management
Colorado
$7.07M 227,578 +20,129 +10%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$6M 193,049 +8,959 +5%
MWM
12
Merriman Wealth Management
Washington
$5.45M 175,438 +175,438 New
RPG
13
Resource Planning Group
Georgia
$5.25M 168,906 +50,528 +43%
ODG
14
O'Dell Group
Ohio
$4.78M 153,708 +5,901 +4%
CCM
15
Cribstone Capital Management
Maine
$4.2M 135,112 +2,465 +2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$3.87M 124,622 +124,622 New
UBS Group
17
UBS Group
Switzerland
$3.81M 122,568 +79,957 +188%
GWM
18
Geneos Wealth Management
Colorado
$3.6M 115,785 +14,468 +14%
CGL
19
Clarius Group LLC
Washington
$3.35M 107,773 +107,773 New
KLI
20
Kelman-Lazarov Inc
Tennessee
$3.32M 106,780 +22,038 +26%
Morgan Stanley
21
Morgan Stanley
New York
$3.29M 106,027 +88,817 +516%
SIAS
22
Shine Investment Advisory Services
Colorado
$3.23M 104,061 +39,639 +62%
SWM
23
Shakespeare Wealth Management
Wisconsin
$3.16M 101,654 +2,971 +3%
SB
24
Strategic Blueprint
Georgia
$3.05M 98,058 +68,740 +234%
LYV
25
Live Your Vision
Pennsylvania
$3M 93,893 -19,349 -17%