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Schwab Fundamental International Small Company Index ETF

125 hedge funds and large institutions have $1.22B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 46 reducing their positions, and 49 closing their positions.

Holders
125
Holders Change
-31
Holders Change %
-19.87%
% of All Funds
2.76%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
21
Increased
40
Reduced
46
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$971M 41,360,016 +2,447,125 +6%
Victory Capital Management
2
Victory Capital Management
Texas
$75.5M 3,215,124 +1,607,562 +100%
MWM
3
Merriman Wealth Management
Washington
$25.6M 1,088,672 +949,155 +680%
UCFA
4
United Capital Financial Advisors
Texas
$13.7M 582,212 -3,835 -0.7%
COF
5
Capital One Financial
Virginia
$12M 511,491 +511,491 New
CGL
6
Clarius Group LLC
Washington
$11.5M 488,502 +8,491 +2%
Citadel Advisors
7
Citadel Advisors
Florida
$9.16M 390,146 +390,146 New
OWM
8
Opes Wealth Management
California
$7.06M 300,645 +10,011 +3%
EWA
9
Exencial Wealth Advisors
Oklahoma
$6.51M 277,426 +99,355 +56%
LNC
10
Lincoln National Corp
Pennsylvania
$5.74M 244,614 +50,356 +26%
RPG
11
Resource Planning Group
Georgia
$4.95M 210,713 -78,719 -27%
UBS Group
12
UBS Group
Switzerland
$4.81M 204,871 +54,304 +36%
RRC
13
Relaxing Retirement Coach
Massachusetts
$4.71M 200,569 -148,112 -42%
ODG
14
O'Dell Group
Ohio
$4.69M 199,772 +8,902 +5%
GWM
15
Geneos Wealth Management
Colorado
$4.5M 192,548 +9,662 +5%
FANJ
16
Financial Architects (New Jersey)
New Jersey
$4.25M 181,103 -19,169 -10%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.06M 172,757 +9,724 +6%
JWM
18
Janiczek Wealth Management
Colorado
$3.73M 158,912 -4,700 -3%
Morgan Stanley
19
Morgan Stanley
New York
$3.54M 150,593 +54,408 +57%
BSW
20
Buckingham Strategic Wealth
Missouri
$3.35M 142,855 +142,855 New
SWM
21
Shakespeare Wealth Management
Wisconsin
$3.27M 103,675 -144 -0.1%
PP
22
PrairieView Partners
Minnesota
$2.74M 116,482 +43,404 +59%
FM
23
Foster & Motley
Ohio
$2.59M 110,234 -366,492 -77%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.45M 104,265 +97,988 +1,561%
RF
25
RHS Financial
California
$2.41M 102,412 -23,033 -18%