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Schwab Fundamental International Small Company Index ETF
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Overview Fund Activity

218 hedge funds and large institutions have $2.31B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
218
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
3.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
70
Reduced
60
Closed
26
Calls
$57K
Puts
–
Net Calls
+$57K
Net Calls Change
-$34K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.97B
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$2.26M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$973K
4
SPA
4
Shore Point Advisors
New Jersey
$4.67M
5
PC
5
Prairiewood Capital
North Dakota
$8.17M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$711K
3
Morgan Stanley
3
Morgan Stanley
New York
$6.69M
4
CGL
4
Clarius Group LLC
Washington
$10.3M
5
CICC
5
Capital Investment Counsel (Colorado)
Colorado
$250K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.97B 55,620,339 +520,497 +0.9%
Victory Capital Management
2
Victory Capital Management
Texas
$35.5M 1,002,200 – –
EWA
3
Exencial Wealth Advisors
Oklahoma
$26M 731,822 -18,055 -2%
GIA
4
GHP Investment Advisors
Colorado
$16.3M 458,825 +16,873 +4%
MWM
5
Merriman Wealth Management
Washington
$13.2M 373,206 -6,550 -2%
HPA
6
High Probability Advisors
New York
$11M 309,028 +14,716 +5%
CGL
7
Clarius Group LLC
Washington
$10.3M 290,124 -126,048 -30%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$9.4M 266,211 -20,200 -7%
LNC
9
Lincoln National Corp
Pennsylvania
$9.38M 264,480 -7,241 -3%
PC
10
Prairiewood Capital
North Dakota
$8.17M 230,313 +18,686 +9%
GWM
11
Geneos Wealth Management
Colorado
$8.11M 228,588 -1,966 -0.9%
UBS Group
12
UBS Group
Switzerland
$7.66M 215,899 -5,712 -3%
DAS
13
Dynamic Advisor Solutions
Arizona
$7.52M 212,131 -36,021 -15%
Jane Street
14
Jane Street
New York
$6.91M 194,828 -1,359,866 -87%
CFO
15
Collective Family Office
Pennsylvania
$6.83M 192,554 +4,566 +2%
Morgan Stanley
16
Morgan Stanley
New York
$6.69M 188,630 -260,208 -58%
CTWM
17
Cherry Tree Wealth Management
Minnesota
$6.51M 183,476 +9,489 +5%
BIA
18
Bell Investment Advisors
California
$6.42M 181,097 +1,022 +0.6%
OWM
19
Opes Wealth Management
California
$5.84M 164,696 +88 +0.1%
CST
20
Charles Schwab Trust
Nevada
$5.79M 163,377 -12,594 -7%
SA
21
Shilanski & Associates
Alaska
$5.74M 161,792 +5,514 +4%
BSW
22
Buckingham Strategic Wealth
Missouri
$5.53M 155,815 +793 +0.5%
UCFA
23
United Capital Financial Advisors
Texas
$5.46M 154,034 -78,654 -34%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.21M 146,956 -7,243 -5%
Creative Planning
25
Creative Planning
Kansas
$5.21M 146,904 +9,386 +7%
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