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Schwab Fundamental International Small Company Index ETF

154 hedge funds and large institutions have $1.96B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.71%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
34
Increased
49
Reduced
42
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.66B 44,430,126 +2,862,549 +7%
Victory Capital Management
2
Victory Capital Management
Texas
$37.5M 1,002,200
MWM
3
Merriman Wealth Management
Washington
$34.6M 922,918 -10,394 -1%
UCFA
4
United Capital Financial Advisors
Texas
$28.3M 754,386 +53,494 +8%
EWA
5
Exencial Wealth Advisors
Oklahoma
$22.4M 597,230 +12,236 +2%
CGL
6
Clarius Group LLC
Washington
$14.8M 394,468 -2,780 -0.7%
GWM
7
Geneos Wealth Management
Colorado
$10.9M 282,229 -2,359 -0.8%
RPG
8
Resource Planning Group
Georgia
$8.97M 239,395 +7,745 +3%
CST
9
Charles Schwab Trust
Nevada
$8.81M 232,391 +67,248 +41%
LNC
10
Lincoln National Corp
Pennsylvania
$8.12M 216,619 -9,411 -4%
UBS Group
11
UBS Group
Switzerland
$7.74M 206,671 +3,076 +2%
Morgan Stanley
12
Morgan Stanley
New York
$7.03M 187,519 +20,634 +12%
HPA
13
High Probability Advisors
New York
$5.69M 151,956 +4,094 +3%
RF
14
RHS Financial
California
$5.67M 151,338 -33,127 -18%
BSW
15
Buckingham Strategic Wealth
Missouri
$5.61M 149,698 -16,856 -10%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$5.54M 147,962 +121,862 +467%
WFA
17
Wade Financial Advisory
California
$4.86M 129,629 +1,528 +1%
PC
18
Prairiewood Capital
North Dakota
$4.82M 128,646 +3,071 +2%
SWM
19
Shakespeare Wealth Management
Wisconsin
$4.76M 89,853 -2,679 -3%
MMA
20
Miracle Mile Advisors
California
$3.81M 101,610 +3,916 +4%
PP
21
PrairieView Partners
Minnesota
$3.18M 84,862 -1,815 -2%
JWM
22
Janiczek Wealth Management
Colorado
$2.98M 79,502 -1,214 -2%
Jane Street
23
Jane Street
New York
$2.47M 65,857 +18,357 +39%
KLI
24
Kelman-Lazarov Inc
Tennessee
$2.46M 65,705 +1,410 +2%
OWM
25
Opes Wealth Management
California
$2.36M 62,960 +26,778 +74%