FNDC icon

Schwab Fundamental International Small Company Index ETF

175 hedge funds and large institutions have $2.18B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 23 closing their positions.

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
60
Reduced
40
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.87B +$66.1M +1,766,984 +4%
Victory Capital Management
2
Victory Capital Management
Texas
$37.5M
UCFA
3
United Capital Financial Advisors
Texas
$29.2M +$1.21M +32,329 +4%
EWA
4
Exencial Wealth Advisors
Oklahoma
$24.4M +$24.4M +651,486 New
MWM
5
Merriman Wealth Management
Washington
$23.2M -$4.65M -124,303 -17%
CGL
6
Clarius Group LLC
Washington
$16.1M +$698K +18,680 +5%
Bank of America
7
Bank of America
North Carolina
$14.4M +$542K +14,507 +4%
GWM
8
Geneos Wealth Management
Colorado
$10.5M +$70.2K +1,878 +0.7%
RPG
9
Resource Planning Group
Georgia
$9.07M -$136K -3,633 -1%
LNC
10
Lincoln National Corp
Pennsylvania
$8.37M -$48K -1,283 -0.6%
UBS Group
11
UBS Group
Switzerland
$8.22M +$122K +3,266 +2%
Morgan Stanley
12
Morgan Stanley
New York
$7.97M +$101K +2,697 +1%
HPA
13
High Probability Advisors
New York
$6.93M +$337K +9,014 +5%
WFA
14
Wade Financial Advisory
California
$5.3M +$146K +3,898 +3%
BSW
15
Buckingham Strategic Wealth
Missouri
$5.08M +$358K +9,567 +8%
PC
16
Prairiewood Capital
North Dakota
$4.93M +$81.4K +2,176 +2%
SWM
17
Shakespeare Wealth Management
Wisconsin
$4.52M +$454K +8,405 +11%
MMA
18
Miracle Mile Advisors
California
$4.34M +$152K +4,071 +4%
SA
19
Shilanski & Associates
Alaska
$3.67M +$438K +11,720 +14%
SFP
20
Sterling Financial Planning
New Jersey
$3.08M +$242K +6,480 +9%
PP
21
PrairieView Partners
Minnesota
$3.07M -$9.05K -242 -0.3%
RF
22
RHS Financial
California
$2.85M -$455K -12,161 -14%
Stifel Financial
23
Stifel Financial
Missouri
$2.83M +$170K +4,551 +6%
Ameriprise
24
Ameriprise
Minnesota
$2.81M +$2.46M +65,761 +704%
TNA
25
True North Advisors
Texas
$2.73M +$8.64K +231 +0.3%