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Schwab Fundamental International Small Company Index ETF

124 hedge funds and large institutions have $1.34B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
19
Increased
31
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.1B 39,828,478 -1,531,538 -4%
Victory Capital Management
2
Victory Capital Management
Texas
$44.3M 1,607,562 -1,607,562 -50%
MWM
3
Merriman Wealth Management
Washington
$35.7M 1,296,542 +207,870 +19%
UCFA
4
United Capital Financial Advisors
Texas
$16.8M 610,271 +28,059 +5%
COF
5
Capital One Financial
Virginia
$15.2M 551,711 +40,220 +8%
Jane Street
6
Jane Street
New York
$11.9M 430,442 +430,442 New
EWA
7
Exencial Wealth Advisors
Oklahoma
$11.6M 420,083 +142,657 +51%
CGL
8
Clarius Group LLC
Washington
$9.98M 362,411 -126,091 -26%
Citadel Advisors
9
Citadel Advisors
Florida
$7.9M 286,968 -103,178 -26%
GWM
10
Geneos Wealth Management
Colorado
$7.02M 256,476 +63,928 +33%
LNC
11
Lincoln National Corp
Pennsylvania
$6.69M 242,732 -1,882 -0.8%
UBS Group
12
UBS Group
Switzerland
$6.5M 236,013 +31,142 +15%
RPG
13
Resource Planning Group
Georgia
$5.45M 197,836 -12,877 -6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.07M 183,921 +79,656 +76%
BSW
15
Buckingham Strategic Wealth
Missouri
$4.19M 152,148 +9,293 +7%
SWM
16
Shakespeare Wealth Management
Wisconsin
$3.75M 98,357 -5,318 -5%
CST
17
Charles Schwab Trust
Nevada
$3.45M 125,209 +47,039 +60%
Morgan Stanley
18
Morgan Stanley
New York
$3.43M 124,646 -25,947 -17%
RRC
19
Relaxing Retirement Coach
Massachusetts
$3.38M 122,827 -77,742 -39%
PP
20
PrairieView Partners
Minnesota
$3.29M 119,604 +3,122 +3%
RF
21
RHS Financial
California
$3.12M 113,282 +10,870 +11%
JWM
22
Janiczek Wealth Management
Colorado
$2.97M 107,695 -51,217 -32%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$2.93M 106,441 -74,662 -41%
FTUS
24
Flow Traders U.S.
New York
$2.68M 97,420 +62,893 +182%
ADL
25
Asset Dedication LLC
California
$2.11M 76,810 +1,849 +2%