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Schwab Fundamental International Small Company Index ETF

171 hedge funds and large institutions have $1.76B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 25 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
58
Reduced
42
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.52B 55,993,936 +3,082,107 +6%
Victory Capital Management
2
Victory Capital Management
Texas
$27.3M 1,002,200
UCFA
3
United Capital Financial Advisors
Texas
$21.8M 800,720 +7,104 +0.9%
EWA
4
Exencial Wealth Advisors
Oklahoma
$19.9M 732,340 +25,594 +4%
MWM
5
Merriman Wealth Management
Washington
$12.4M 456,352 -66,844 -13%
CGL
6
Clarius Group LLC
Washington
$11.7M 430,724 +9,872 +2%
GWM
7
Geneos Wealth Management
Colorado
$8.33M 306,412 +2,869 +0.9%
UBS Group
8
UBS Group
Switzerland
$8.24M 303,177 -29,127 -9%
LNC
9
Lincoln National Corp
Pennsylvania
$6.85M 252,084 +21,362 +9%
HPA
10
High Probability Advisors
New York
$6.62M 243,519 +26,038 +12%
Morgan Stanley
11
Morgan Stanley
New York
$6.46M 237,686 +18,287 +8%
RPG
12
Resource Planning Group
Georgia
$6.15M 226,136 -1,313 -0.6%
WFA
13
Wade Financial Advisory
California
$5.22M 191,911 +41,636 +28%
BSW
14
Buckingham Strategic Wealth
Missouri
$4.96M 182,468 +26,690 +17%
GIA
15
GHP Investment Advisors
Colorado
$4.83M 177,773 +54,292 +44%
Jane Street
16
Jane Street
New York
$4.17M 153,375 -80,576 -34%
PC
17
Prairiewood Capital
North Dakota
$4.02M 147,918 +1,198 +0.8%
MMA
18
Miracle Mile Advisors
California
$3.87M 142,160 +4,166 +3%
OWM
19
Opes Wealth Management
California
$3.36M 123,732 +26,171 +27%
CST
20
Charles Schwab Trust
Nevada
$2.73M 100,268 +80,680 +412%
CFO
21
Collective Family Office
Pennsylvania
$2.64M 97,197 +10,992 +13%
PP
22
PrairieView Partners
Minnesota
$2.6M 95,687 +2,673 +3%
WFA
23
Wipfli Financial Advisors
Wisconsin
$2.57M 94,608 +94,608 New
IWC
24
Integrated Wealth Concepts
Massachusetts
$2.41M 88,589 +11,141 +14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.24M 82,480 +2,258 +3%