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Schwab Fundamental International Small Company Index ETF

156 hedge funds and large institutions have $1.62B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
41
Increased
52
Reduced
38
Closed
14
Calls
Puts
$684K
Net Calls
-$684K
Net Calls Change
-$19K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B 38,912,891 +1,536,082 +4%
Victory Capital Management
2
Victory Capital Management
Texas
$53.5M 1,607,562
UCFA
3
United Capital Financial Advisors
Texas
$19.5M 586,047 +24,353 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.7M 502,284 +435,667 +654%
FM
5
Foster & Motley
Ohio
$15.9M 476,726 -19,396 -4%
CGL
6
Clarius Group LLC
Washington
$15.9M 480,011 +29,188 +6%
CONA
7
Capital One National Association
New York
$15.1M 454,932 +454,932 New
RRC
8
Relaxing Retirement Coach
Massachusetts
$11.6M 348,681 -2,307 -0.7%
AFA
9
Arlington Financial Advisors
California
$11.4M 342,876 +10,219 +3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$10.9M 327,624 +13,700 +4%
OWM
11
Opes Wealth Management
California
$9.66M 290,634 -3,446 -1%
RPG
12
Resource Planning Group
Georgia
$9.62M 289,432 -6,722 -2%
FANJ
13
Financial Architects (New Jersey)
New Jersey
$6.66M 200,272 -5,851 -3%
LNC
14
Lincoln National Corp
Pennsylvania
$6.46M 194,258 +165,284 +570%
ODG
15
O'Dell Group
Ohio
$6.35M 190,870 +16,217 +9%
GWM
16
Geneos Wealth Management
Colorado
$6.08M 182,886 +15,071 +9%
EWA
17
Exencial Wealth Advisors
Oklahoma
$5.92M 178,071 +65,384 +58%
JWM
18
Janiczek Wealth Management
Colorado
$5.44M 163,612 -8,100 -5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$5.42M 163,033 +8,783 +6%
SB
20
Strategic Blueprint
Georgia
$5.13M 154,270 +29,707 +24%
UBS Group
21
UBS Group
Switzerland
$5.01M 150,567 +9,086 +6%
SWM
22
Shakespeare Wealth Management
Wisconsin
$4.66M 103,819 -4,298 -4%
MWM
23
Merriman Wealth Management
Washington
$4.64M 139,517 +13,548 +11%
RF
24
RHS Financial
California
$4.17M 125,445 +17,198 +16%
Jane Street
25
Jane Street
New York
$4.15M 124,736 -167,388 -57%