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Schwab Fundamental International Small Company Index ETF

116 hedge funds and large institutions have $1.46B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
116
Holders Change
-8
Holders Change %
-6.45%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
30
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.21B 40,499,027 +670,549 +2%
Victory Capital Management
2
Victory Capital Management
Texas
$43.3M 1,447,549 -160,013 -10%
MWM
3
Merriman Wealth Management
Washington
$36.8M 1,229,971 -66,571 -5%
UCFA
4
United Capital Financial Advisors
Texas
$20.4M 681,428 +71,157 +12%
EWA
5
Exencial Wealth Advisors
Oklahoma
$16.5M 553,040 +132,957 +32%
CGL
6
Clarius Group LLC
Washington
$11.8M 394,613 +32,202 +9%
GWM
7
Geneos Wealth Management
Colorado
$8M 271,831 +15,355 +6%
OMC
8
Old Mission Capital
Illinois
$7.78M 260,337 +260,337 New
Jane Street
9
Jane Street
New York
$7.65M 255,893 -174,549 -41%
LNC
10
Lincoln National Corp
Pennsylvania
$7.19M 240,478 -2,254 -0.9%
RPG
11
Resource Planning Group
Georgia
$7.1M 237,380 +39,544 +20%
UBS Group
12
UBS Group
Switzerland
$6.6M 220,564 -15,449 -7%
RRC
13
Relaxing Retirement Coach
Massachusetts
$4.56M 152,548 +29,721 +24%
BSW
14
Buckingham Strategic Wealth
Missouri
$4.55M 152,181 +33 +0%
RF
15
RHS Financial
California
$4.51M 150,843 +37,561 +33%
Morgan Stanley
16
Morgan Stanley
New York
$4.35M 145,612 +20,966 +17%
CST
17
Charles Schwab Trust
Nevada
$4.17M 139,543 +14,334 +11%
COF
18
Capital One Financial
Virginia
$3.95M 132,225 -419,486 -76%
SWM
19
Shakespeare Wealth Management
Wisconsin
$3.94M 96,972 -1,385 -1%
PP
20
PrairieView Partners
Minnesota
$3.56M 118,951 -653 -0.5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.28M 109,697 -74,224 -40%
MMA
22
Miracle Mile Advisors
California
$2.89M 96,474 +96,474 New
JWM
23
Janiczek Wealth Management
Colorado
$2.48M 82,827 -24,868 -23%
KLI
24
Kelman-Lazarov Inc
Tennessee
$2M 66,956 -3,541 -5%
WFA
25
Wade Financial Advisory
California
$1.96M 65,435 +3,769 +6%