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Schwab Fundamental International Large Company Index ETF

500 hedge funds and large institutions have $9.54B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

55% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 132

17% more capital invested

Capital invested by funds: $8.18B → $9.54B (+$1.36B)

14% more funds holding

Funds holding: 440500 (+60)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

2.67% more ownership

Funds ownership: 77.17%79.84% (+2.7%)

Holders
500
Holders Change
+60
Holders Change %
+13.64%
% of All Funds
7.29%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
94
Increased
205
Reduced
132
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LF
76
Lee Financial
Texas
$10.4M -$2.03M -63,180 -17%
BWA
77
BlueSky Wealth Advisors
North Carolina
$10.3M +$1.55M +48,402 +19%
CWM
78
Capital Wealth Management
Rhode Island
$10.3M -$46.6K -1,455 -0.5%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$10.2M +$4.47M +139,435 +85%
IA
80
IFP Advisors
Florida
$10.1M +$145K +4,539 +2%
RF
81
RHS Financial
California
$10.1M +$11.8K +369 +0.1%
AIA
82
Arcadia Investment Advisors
Idaho
$9.97M +$85K +2,651 +0.9%
VH
83
Visionary Horizons
Tennessee
$9.84M +$9.35M +291,821 New
GC
84
Gratus Capital
Georgia
$9.65M -$307K -9,593 -3%
CA
85
Cambridge Associates
Massachusetts
$9.48M +$9.01M +281,151 New
MNBTD
86
Moody National Bank Trust Division
Texas
$9.48M +$9.01M +281,151 New
SA
87
Shilanski & Associates
Alaska
$9.19M +$333K +10,392 +4%
HCM
88
Hengehold Capital Management
Ohio
$8.92M -$25.2K -786 -0.3%
VP
89
Verum Partners
North Carolina
$8.85M +$1.23M +38,389 +17%
VBWMG
90
Von Berge Wealth Management Group
California
$8.84M -$483K -15,082 -5%
EFG
91
Ethos Financial Group
Pennsylvania
$8.78M +$424K +13,218 +5%
SWA
92
SOA Wealth Advisors
New York
$8.68M +$178K +5,544 +2%
PCM
93
Pennsylvania Capital Management
Pennsylvania
$8.31M -$47.1K -1,468 -0.6%
SF
94
Summit Financial
New Jersey
$8.25M
PCA
95
Pallas Capital Advisors
Massachusetts
$8.19M +$5.63M +175,719 +262%
RJA
96
Raymond James & Associates
Florida
$8.15M -$929K -28,981 -11%
CFA
97
Cahill Financial Advisors
Minnesota
$8.13M +$115K +3,599 +2%
EWM
98
Empirical Wealth Management
Washington
$7.97M +$129K +4,029 +2%
HWA
99
HHM Wealth Advisors
Tennessee
$7.89M +$614K +19,159 +9%
EH
100
Equitable Holdings
New York
$7.85M +$3.67M +114,347 +97%