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Schwab Fundamental International Small Company Index ETF

131 hedge funds and large institutions have $1.43B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
54
Reduced
31
Closed
18
Calls
Puts
$665K
Net Calls
-$665K
Net Calls Change
+$39K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.15B 37,376,809 +397,847 +1%
Victory Capital Management
2
Victory Capital Management
Texas
$49.4M 1,607,562 +1,607,562 New
UCFA
3
United Capital Financial Advisors
Texas
$17.3M 561,694 +17,383 +3%
FM
4
Foster & Motley
Ohio
$15.2M 496,122 +30,149 +6%
CGL
5
Clarius Group LLC
Washington
$13.9M 450,823 +67,959 +18%
RRC
6
Relaxing Retirement Coach
Massachusetts
$10.8M 350,988 +13,070 +4%
AFA
7
Arlington Financial Advisors
California
$10.2M 332,657 +8,751 +3%
COI
8
Capital One Investing
Virginia
$9.75M 317,784 +21,805 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$9.65M 313,924 +621 +0.2%
RPG
10
Resource Planning Group
Georgia
$9.1M 296,154 +23,608 +9%
OWM
11
Opes Wealth Management
California
$9.04M 294,080 +3,010 +1%
Jane Street
12
Jane Street
New York
$8.98M 292,124 +154,796 +113%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.37M 207,338 +207,338 New
FANJ
14
Financial Architects (New Jersey)
New Jersey
$6.33M 206,123 +4,812 +2%
ODG
15
O'Dell Group
Ohio
$5.37M 174,653 +9,324 +6%
JWM
16
Janiczek Wealth Management
Colorado
$5.28M 171,712 -54,489 -24%
GWM
17
Geneos Wealth Management
Colorado
$5.14M 167,815 +27,831 +20%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.74M 154,250 +8,492 +6%
SWM
19
Shakespeare Wealth Management
Wisconsin
$4.49M 108,117 +7,054 +7%
UBS Group
20
UBS Group
Switzerland
$4.35M 141,481 +6,123 +5%
CCM
21
Cribstone Capital Management
Maine
$3.91M 127,289 -8,304 -6%
MWM
22
Merriman Wealth Management
Washington
$3.87M 125,969 +125,969 New
SB
23
Strategic Blueprint
Georgia
$3.83M 124,563 +13,517 +12%
EWA
24
Exencial Wealth Advisors
Oklahoma
$3.46M 112,687 +112,687 New
RF
25
RHS Financial
California
$3.33M 108,247 +13,519 +14%