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Schwab Fundamental International Small Company Index ETF

140 hedge funds and large institutions have $1.72B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
140
Holders Change
+24
Holders Change %
+20.69%
% of All Funds
2.48%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
36
Increased
35
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.45B 41,567,577 +1,068,550 +3%
Victory Capital Management
2
Victory Capital Management
Texas
$34.9M 1,002,200 -445,349 -31%
MWM
3
Merriman Wealth Management
Washington
$32.5M 933,312 -296,659 -24%
UCFA
4
United Capital Financial Advisors
Texas
$24.4M 700,892 +19,464 +3%
EWA
5
Exencial Wealth Advisors
Oklahoma
$20.3M 584,994 +31,954 +6%
CGL
6
Clarius Group LLC
Washington
$13.8M 397,248 +2,635 +0.7%
GWM
7
Geneos Wealth Management
Colorado
$10.8M 284,588 +12,757 +5%
Citadel Advisors
8
Citadel Advisors
Florida
$10.1M 290,223 +290,223 New
RPG
9
Resource Planning Group
Georgia
$8.06M 231,650 -5,730 -2%
LNC
10
Lincoln National Corp
Pennsylvania
$7.86M 226,030 -14,448 -6%
UBS Group
11
UBS Group
Switzerland
$7.08M 203,595 -16,969 -8%
RF
12
RHS Financial
California
$6.42M 184,465 +33,622 +22%
Morgan Stanley
13
Morgan Stanley
New York
$5.8M 166,885 +21,273 +15%
BSW
14
Buckingham Strategic Wealth
Missouri
$5.79M 166,554 +14,373 +9%
CST
15
Charles Schwab Trust
Nevada
$5.74M 165,143 +25,600 +18%
HPA
16
High Probability Advisors
New York
$5.14M 147,862 +147,862 New
SWM
17
Shakespeare Wealth Management
Wisconsin
$4.51M 92,532 -4,440 -5%
WFA
18
Wade Financial Advisory
California
$4.46M 128,101 +62,666 +96%
PC
19
Prairiewood Capital
North Dakota
$4.37M 125,575 +125,575 New
MMA
20
Miracle Mile Advisors
California
$3.4M 97,694 +1,220 +1%
OMC
21
Old Mission Capital
Illinois
$3.25M 93,467 -166,870 -64%
PP
22
PrairieView Partners
Minnesota
$3.02M 86,677 -32,274 -27%
JWM
23
Janiczek Wealth Management
Colorado
$2.81M 80,716 -2,111 -3%
WW
24
Waterfront Wealth
Kansas
$2.26M 64,909 +64,909 New
KLI
25
Kelman-Lazarov Inc
Tennessee
$2.24M 64,295 -2,661 -4%