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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
SFS
51
Solitude Financial Services
Virginia
$19.5M +$16.8M +493,551 +920%
OCG
52
Opus Capital Group
Ohio
$19.4M +$2.89K +85 +0%
NFG
53
Nadler Financial Group
Illinois
$19M +$864K +25,430 +5%
RCA
54
Resonant Capital Advisors
Wisconsin
$17.8M +$259K +7,625 +2%
GWM
55
Geneos Wealth Management
Colorado
$16.7M +$899K +26,475 +6%
FFN
56
Focus Financial Network
Minnesota
$16.7M +$169K +4,980 +1%
LNC
57
Lincoln National Corp
Pennsylvania
$16.5M -$292K -8,609 -2%
PC
58
Prairiewood Capital
North Dakota
$15.6M +$1.15M +33,948 +8%
WA
59
Waterford Advisors
New York
$15.5M +$904K +26,612 +7%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$15.4M +$784K +23,076 +6%
SC
61
Savant Capital
Illinois
$15.3M -$220K -6,491 -1%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$15.2M +$4.19M +123,261 +41%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$14.8M -$2.87M -84,406 -17%
DAS
64
Dynamic Advisor Solutions
Arizona
$14.6M +$2.03M +59,699 +17%
KNFPWM
65
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$14.3M +$221K +6,507 +2%
SSWG
66
Seven Springs Wealth Group
Tennessee
$13.9M +$51.1K +1,504 +0.4%
RTL
67
Red Tortoise LLC
Georgia
$13.8M -$2K -59 -0%
SIM
68
Studio Investment Management
Illinois
$13.5M +$997K +29,351 +8%
CAC
69
Certified Advisory Corp
Florida
$13.4M +$174K +5,119 +1%
MWP
70
Moller Wealth Partners
$13.3M -$102K -3,017 -0.8%
HFS
71
Howard Financial Services
Texas
$13.1M +$538K +15,839 +5%
BFP
72
Beacon Financial Planning
Massachusetts
$13M +$268K +7,888 +2%
ACS
73
Archford Capital Strategies
Illinois
$12.8M +$395K +11,629 +3%
Creative Planning
74
Creative Planning
Kansas
$12.4M +$640K +18,842 +6%
Osaic Holdings
75
Osaic Holdings
Arizona
$11.8M -$4.04M -118,998 -26%