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Schwab Fundamental International Large Company Index ETF

429 hedge funds and large institutions have $7.52B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

37% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 127

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

5% more capital invested

Capital invested by funds: $7.15B → $7.52B (+$361M)

3% more funds holding

Funds holding: 415429 (+14)

0.42% less ownership

Funds ownership: 78.62%78.2% (-0.42%)

Holders
429
Holders Change
+14
Holders Change %
+3.37%
% of All Funds
6.84%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.83%
New
55
Increased
174
Reduced
127
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
26
Lee Financial
Texas
$28.4M -$12.2M -392,922 -30%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$28.2M +$2.54M +81,951 +10%
MWA
28
MFA Wealth Advisors
Pennsylvania
$26.8M +$4.27M +138,072 +19%
Osaic Holdings
29
Osaic Holdings
Arizona
$25.9M +$2.65M +85,814 +12%
LPL Financial
30
LPL Financial
California
$25.3M +$8.2M +265,113 +49%
CA
31
Capital Advantage
California
$23.6M +$897 +29 +0%
AFA
32
Arlington Financial Advisors
California
$23.1M +$6.29M +203,390 +38%
CFO
33
CVA Family Office
Colorado
$22.8M +$3.48M +112,409 +18%
RCA
34
Resonant Capital Advisors
Wisconsin
$21.1M +$3.46M +111,888 +20%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$21M +$266K +8,588 +1%
Citadel Advisors
36
Citadel Advisors
Florida
$20M +$19M +614,688 +2,565%
VCM
37
Verde Capital Management
Michigan
$19.7M +$866K +27,988 +5%
OCM
38
One Capital Management
California
$19.2M +$19M +613,070 New
PAG
39
Private Advisor Group
New Jersey
$19M +$2.22M +71,821 +13%
OWM
40
Opes Wealth Management
California
$19M -$1.1M -35,486 -6%
WMG
41
WESCAP Management Group
California
$18.3M +$786K +25,413 +5%
CST
42
Charles Schwab Trust
Nevada
$18.2M +$1.53M +49,460 +9%
CWM
43
Cabot Wealth Management
Massachusetts
$17.7M -$288K -9,308 -2%
LIM
44
Leavell Investment Management
Alabama
$17.6M +$1.4M +45,100 +9%
TWM
45
Tradition Wealth Management
Minnesota
$17.5M +$6.29M +203,186 +57%
BIA
46
Barry Investment Advisors
Massachusetts
$17M -$69.3K -2,240 -0.4%
OCG
47
Opus Capital Group
Ohio
$16.7M +$187K +6,053 +1%
GWM
48
Geneos Wealth Management
Colorado
$16.7M -$1.43M -46,290 -8%
HighTower Advisors
49
HighTower Advisors
Illinois
$16.5M +$4.08M +131,969 +33%
BIA
50
Bell Investment Advisors
California
$15.5M +$832K +26,899 +6%