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Schwab Fundamental International Small Company Index ETF

203 hedge funds and large institutions have $2.15B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 58 reducing their positions, and 19 closing their positions.

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
67
Reduced
58
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.81B 54,487,908 +78,127 +0.1%
Victory Capital Management
2
Victory Capital Management
Texas
$33.3M 1,002,200
UCFA
3
United Capital Financial Advisors
Texas
$26.5M 797,121 +7,555 +1%
EWA
4
Exencial Wealth Advisors
Oklahoma
$24.6M 741,943 +21,700 +3%
MWM
5
Merriman Wealth Management
Washington
$19.3M 581,318 +177,181 +44%
CGL
6
Clarius Group LLC
Washington
$14.1M 424,711 +529 +0.1%
Jane Street
7
Jane Street
New York
$14M 422,207 +160,499 +61%
GIA
8
GHP Investment Advisors
Colorado
$13.2M 389,379 +102,506 +36%
HPA
9
High Probability Advisors
New York
$9.64M 290,508 +14,120 +5%
LNC
10
Lincoln National Corp
Pennsylvania
$9.2M 277,210 -1,135 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$8.08M 243,339 -2,216 -0.9%
GWM
12
Geneos Wealth Management
Colorado
$7.71M 232,380 -40,306 -15%
UBS Group
13
UBS Group
Switzerland
$7.2M 216,790 -8,472 -4%
RPG
14
Resource Planning Group
Georgia
$6.04M 181,958 -5,388 -3%
WFA
15
Wade Financial Advisory
California
$5.84M 176,006 +5,135 +3%
PC
16
Prairiewood Capital
North Dakota
$5.67M 170,965 -3,897 -2%
CFO
17
Collective Family Office
Pennsylvania
$5.6M 168,794 +7,878 +5%
BSW
18
Buckingham Strategic Wealth
Missouri
$5.34M 160,809 +2,072 +1%
DAS
19
Dynamic Advisor Solutions
Arizona
$5.23M 157,504 +45,478 +41%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$5.22M 157,156 +157,156 New
BIA
21
Bell Investment Advisors
California
$4.91M 147,947 +14,453 +11%
SA
22
Shilanski & Associates
Alaska
$4.8M 144,568 +6,453 +5%
OWM
23
Opes Wealth Management
California
$4.75M 143,081 +12,418 +10%
CST
24
Charles Schwab Trust
Nevada
$4.09M 126,543 +3,284 +3%
Creative Planning
25
Creative Planning
Kansas
$4.07M 122,497 +2,369 +2%