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Schwab Fundamental International Large Company Index ETF

519 hedge funds and large institutions have $9.79B invested in Schwab Fundamental International Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 227 increasing their positions, 143 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 143

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

4% more funds holding

Funds holding: 500519 (+19)

3% more capital invested

Capital invested by funds: $9.54B → $9.79B (+$256M)

4% less funds holding in top 10

Funds holding in top 10: 5654 (-2)

3.59% less ownership

Funds ownership: 79.84%76.25% (-3.6%)

Holders
519
Holders Change
+19
Holders Change %
+3.8%
% of All Funds
7.48%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.78%
New
64
Increased
227
Reduced
143
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
251
Financial Perspectives
Minnesota
$863K
SSW
252
Stone Summit Wealth
Florida
$861K +$91.9K +2,706 +13%
GCM
253
G2 Capital Management
Ohio
$818K -$41.7K -1,228 -5%
RWIA
254
Roger Wittlin Investment Advisory
California
$812K +$774K +22,795 New
RSWM
255
Robertson Stephens Wealth Management
California
$806K -$10.7K -314 -1%
MWM
256
Modera Wealth Management
New Jersey
$804K -$27K -794 -3%
CCM
257
Coldstream Capital Management
Washington
$797K
AAS
258
Ameritas Advisory Services
Nebraska
$796K +$409K +12,033 +115%
ADL
259
Asset Dedication LLC
California
$796K -$24.2K -712 -3%
AP
260
Appleton Partners
Massachusetts
$792K +$259K +7,632 +52%
MMA
261
Miracle Mile Advisors
California
$764K -$210K -6,192 -22%
LJAC
262
L.J. Altfest & Co
New York
$763K -$694K -20,445 -49%
VDBMI
263
Van Den Berg Management I
Texas
$731K -$10.6K -313 -2%
NHC
264
Nicholas Hoffman & Company
Georgia
$710K +$354K +10,434 +110%
LIA
265
LBMC Investment Advisors
Tennessee
$707K
FCMA
266
Foresight Capital Management Advisors
Michigan
$690K +$658K +19,375 New
MAV
267
Mason & Associates (Virginia)
Virginia
$690K +$658K +19,375 New
MGIA
268
Moneta Group Investment Advisors
Missouri
$666K +$635K +18,706 New
VNA
269
Valley National Advisers
Pennsylvania
$662K -$18.9K -557 -3%
BWM
270
Birchcreek Wealth Management
Ohio
$658K -$76.6K -2,255 -11%
NAM
271
NorthCrest Asset Manangement
Minnesota
$652K +$404K +11,902 +186%
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$649K +$54.4K +1,602 +10%
CIS
273
Custom Index Systems
New York
$640K -$598K -17,596 -49%
JIR
274
James Investment Research
Ohio
$640K -$12.3K -362 -2%
EA
275
Eudaimonia Advisors
Tennessee
$630K +$178K +5,229 +42%