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Schwab Fundamental International Large Company Index ETF

374 hedge funds and large institutions have $5.78B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 86 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 86

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

2% more funds holding

Funds holding: 368374 (+6)

5% more capital invested

Capital invested by funds: $5.52B → $5.78B (+$252M)

0.06% less ownership

Funds ownership: 77.42%77.35% (-0.06%)

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
5.9%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
57
Increased
159
Reduced
86
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Studio Investment Management
Illinois
$18M +$96.5K +2,960 +0.5%
BIA
27
Barry Investment Advisors
Massachusetts
$17.9M +$62.7K +1,923 +0.3%
GWM
28
Geneos Wealth Management
Colorado
$17.6M +$544K +16,681 +3%
JBA
29
Johnson Bixby & Associates
Washington
$17.4M +$4.21M +129,174 +31%
AFA
30
Arlington Financial Advisors
California
$17.3M +$725K +22,239 +4%
PWM
31
PRW Wealth Management
Massachusetts
$15.8M +$359K +11,021 +2%
BlackRock
32
BlackRock
New York
$15.3M +$876K +26,849 +6%
OCG
33
Opus Capital Group
Ohio
$14.4M +$2.66M +81,687 +22%
AIP
34
Almanack Investment Partners
Pennsylvania
$13.6M +$2.24M +68,716 +19%
LNC
35
Lincoln National Corp
Pennsylvania
$13.6M +$1.74M +53,234 +15%
LPL Financial
36
LPL Financial
California
$13.5M +$6.66M +204,320 +95%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$13.1M -$2.44M -74,695 -16%
FFN
38
Focus Financial Network
Minnesota
$13M +$13.2M +403,771 New
YAL
39
Your Advocates Ltd
Texas
$12.7M -$1.04M -31,770 -7%
WMG
40
WESCAP Management Group
California
$12.6M +$10.6M +326,215 +502%
Osaic Holdings
41
Osaic Holdings
Arizona
$12.5M +$4.21M +128,981 +40%
ACA
42
Ackerman Capital Advisors
Texas
$12.3M +$2.57M +78,773 +26%
SF
43
Summit Financial
New Jersey
$12.3M -$2.02M -62,075 -14%
UA
44
Unison Advisors
District of Columbia
$11.8M +$840K +25,764 +8%
CFO
45
CVA Family Office
Colorado
$11.6M +$1.33M +40,885 +13%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$11.3M +$1.39M +42,740 +14%
RTL
47
Red Tortoise LLC
Georgia
$10.2M +$219K +6,719 +2%
PC
48
Prairiewood Capital
North Dakota
$10.1M +$1.16M +35,619 +13%
MWP
49
Moller Wealth Partners
$9.9M +$923K +28,300 +10%
SL
50
Systelligence LLC
Minnesota
$9.67M +$592K +18,160 +6%