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Schwab Fundamental International Small Company Index ETF

201 hedge funds and large institutions have $2.13B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
63
Reduced
52
Closed
23
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.8B 54,409,781 -1,251,834 -2%
Victory Capital Management
2
Victory Capital Management
Texas
$33.2M 1,002,200
UCFA
3
United Capital Financial Advisors
Texas
$26.2M 789,566 +27,389 +4%
EWA
4
Exencial Wealth Advisors
Oklahoma
$23.9M 720,243 +7,339 +1%
CGL
5
Clarius Group LLC
Washington
$14.1M 424,182 -2,461 -0.6%
MWM
6
Merriman Wealth Management
Washington
$13.4M 404,137 -15,951 -4%
FTUS
7
Flow Traders U.S.
New York
$11.9M 358,914 +330,773 +1,175%
GIA
8
GHP Investment Advisors
Colorado
$9.5M 286,873 +47,078 +20%
LNC
9
Lincoln National Corp
Pennsylvania
$9.22M 278,345 +19,333 +7%
HPA
10
High Probability Advisors
New York
$9.16M 276,388 +28,441 +11%
GWM
11
Geneos Wealth Management
Colorado
$9.03M 272,686 -52,829 -16%
Jane Street
12
Jane Street
New York
$8.67M 261,708 -592,879 -69%
Morgan Stanley
13
Morgan Stanley
New York
$8.14M 245,555 +14,998 +7%
UBS Group
14
UBS Group
Switzerland
$7.46M 225,262 -65,039 -22%
RPG
15
Resource Planning Group
Georgia
$6.21M 187,346 -14,348 -7%
PC
16
Prairiewood Capital
North Dakota
$5.79M 174,862 +5,340 +3%
WFA
17
Wade Financial Advisory
California
$5.66M 170,871 +2,142 +1%
CFO
18
Collective Family Office
Pennsylvania
$5.33M 160,916 +5,753 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$5.29M 159,822 +159,822 New
BSW
20
Buckingham Strategic Wealth
Missouri
$4.96M 158,737
MMA
21
Miracle Mile Advisors
California
$4.74M 142,941 -668 -0.5%
SA
22
Shilanski & Associates
Alaska
$4.55M 138,115 +2,788 +2%
BIA
23
Bell Investment Advisors
California
$4.42M 133,494 +22,617 +20%
OWM
24
Opes Wealth Management
California
$4.33M 130,663 +3,223 +3%
CST
25
Charles Schwab Trust
Nevada
$4.08M 123,259 +7,651 +7%