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Schwab Fundamental International Small Company Index ETF

170 hedge funds and large institutions have $1.87B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 26 closing their positions.

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
52
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.61B 52,911,829 +2,563,772 +5%
Victory Capital Management
2
Victory Capital Management
Texas
$30.5M 1,002,200
UCFA
3
United Capital Financial Advisors
Texas
$24.1M 793,616 +1,411 +0.2%
EWA
4
Exencial Wealth Advisors
Oklahoma
$21.5M 706,746 +281 +0%
MWM
5
Merriman Wealth Management
Washington
$15.9M 523,196 -30,094 -5%
CGL
6
Clarius Group LLC
Washington
$12.8M 420,852 -9,009 -2%
UBS Group
7
UBS Group
Switzerland
$10.1M 332,304 -20,777 -6%
GWM
8
Geneos Wealth Management
Colorado
$9.27M 303,543 +8,607 +3%
Jane Street
9
Jane Street
New York
$7.11M 233,951 -464,587 -67%
LNC
10
Lincoln National Corp
Pennsylvania
$7.02M 230,722 +328 +0.1%
RPG
11
Resource Planning Group
Georgia
$6.92M 227,449 -18,711 -8%
Morgan Stanley
12
Morgan Stanley
New York
$6.67M 219,399 +10,915 +5%
HPA
13
High Probability Advisors
New York
$6.61M 217,481 +16,066 +8%
BSW
14
Buckingham Strategic Wealth
Missouri
$4.74M 155,778 +15,276 +11%
Citadel Advisors
15
Citadel Advisors
Florida
$4.69M 154,279 +154,279 New
WFA
16
Wade Financial Advisory
California
$4.57M 150,275 -28,971 -16%
PC
17
Prairiewood Capital
North Dakota
$4.46M 146,720 -8,504 -5%
MMA
18
Miracle Mile Advisors
California
$4.2M 137,994 +17,403 +14%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$4.04M 132,720 +52,397 +65%
SWM
20
Shakespeare Wealth Management
Wisconsin
$4.03M 95,536 -2,795 -3%
GIA
21
GHP Investment Advisors
Colorado
$3.76M 123,481 +71,522 +138%
SA
22
Shilanski & Associates
Alaska
$3.54M 116,404 +8,059 +7%
FTUS
23
Flow Traders U.S.
New York
$3.17M 104,146 -13,056 -11%
Bank of America
24
Bank of America
North Carolina
$3.15M 103,644 -333,818 -76%
OWM
25
Opes Wealth Management
California
$2.97M 97,561 +13,563 +16%