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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
Squarepoint
301
Squarepoint
New York
$497K -$321K -9,448 -40%
VCM
302
Versant Capital Management
Arizona
$493K +$19.4K +570 +4%
FTDI
303
First Trust Direct Indexing
Massachusetts
$489K +$466K +13,726 New
SWM
304
Spire Wealth Management
Virginia
$482K +$21.4K +630 +5%
WWA
305
WCG Wealth Advisors
Nevada
$473K +$65.2K +1,920 +17%
MAG
306
Mayfair Advisory Group
Alabama
$469K +$447K +13,159 New
MWM
307
MBE Wealth Management
Wisconsin
$468K +$176K +5,170 +65%
KPWS
308
Kestra Private Wealth Services
Texas
$467K +$49.7K +1,463 +13%
WWP
309
WR Wealth Planners
Missouri
$456K -$28.4K -836 -6%
Wealthfront Advisers
310
Wealthfront Advisers
California
$453K +$69.5K +2,048 +19%
RIA
311
Regal Investment Advisors
Michigan
$445K +$59.3K +1,747 +16%
MIA
312
Milestone Investment Advisors
Wisconsin
$444K -$129K -3,812 -23%
ACP
313
Aviance Capital Partners
Florida
$443K +$3.84K +113 +0.9%
ECM
314
Evergreen Capital Management
Washington
$443K -$9.47K -279 -2%
CWM
315
Centurion Wealth Management
Virginia
$433K -$9.07K -267 -2%
WA
316
WESPAC Advisors
California
$433K -$36.5K -1,075 -8%
GRP
317
Global Retirement Partners
California
$426K +$402K +11,843 +9,040%
WCM
318
Whitener Capital Management
North Carolina
$419K -$25.5K -752 -6%
KJWM
319
Kiley Juergens Wealth Management
Washington
$417K +$3.9K +115 +1%
FHA
320
First Horizon Advisors
Tennessee
$416K +$228K +6,700 +134%
TFS
321
Thoroughbred Financial Services
Tennessee
$416K -$59.3K -1,745 -13%
SWM
322
Seed Wealth Management
Illinois
$411K
Truist Financial
323
Truist Financial
North Carolina
$408K -$33.1K -974 -8%
FWM
324
Fortress Wealth Management
California
$405K
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$400K +$92.5K +2,724 +32%