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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
VP
76
Verum Partners
North Carolina
$11.8M +$2.34M +68,846 +26%
CWM
77
Capital Wealth Management
Rhode Island
$11.8M +$884K +26,016 +9%
RF
78
RHS Financial
California
$11.1M +$467K +13,739 +5%
1WM
79
1900 Wealth Management
Texas
$10.8M -$1.2M -35,204 -10%
MCM
80
MAI Capital Management
Ohio
$10.8M +$10M +295,574 +4,570%
IA
81
IFP Advisors
Florida
$10.7M +$20K +590 +0.2%
GC
82
Gratus Capital
Georgia
$10.6M +$356K +10,469 +4%
VH
83
Visionary Horizons
Tennessee
$10.5M +$388K +11,413 +4%
AIA
84
Arcadia Investment Advisors
Idaho
$10.4M -$81K -2,386 -0.8%
VBWMG
85
Von Berge Wealth Management Group
California
$10.1M +$643K +18,933 +7%
SA
86
Shilanski & Associates
Alaska
$9.97M +$253K +7,453 +3%
EFG
87
Ethos Financial Group
Pennsylvania
$9.5M +$219K +6,448 +2%
SWA
88
SOA Wealth Advisors
New York
$9.38M +$210K +6,170 +2%
MML Investors Services
89
MML Investors Services
Massachusetts
$9.3M -$2.65M -77,966 -23%
HWA
90
HHM Wealth Advisors
Tennessee
$9.04M +$676K +19,902 +9%
LF
91
Lee Financial
Texas
$8.96M -$1.96M -57,767 -19%
CFA
92
Cahill Financial Advisors
Minnesota
$8.85M +$260K +7,657 +3%
SF
93
Summit Financial
New Jersey
$8.7M -$5.6K -165 -0.1%
PCA
94
Pallas Capital Advisors
Massachusetts
$8.64M -$13.2K -389 -0.2%
MFGM
95
Marshall Financial Group (Maryland)
Maryland
$8.58M +$318K +9,373 +4%
EWM
96
Empirical Wealth Management
Washington
$8.48M +$62.4K +1,836 +0.8%
EH
97
Equitable Holdings
New York
$8.37M +$86.4K +2,545 +1%
AWM
98
Aspire Wealth Management
Massachusetts
$8.05M +$302K +8,900 +4%
BGAI
99
Bruce G. Allen Investments
Colorado
$7.94M +$2.41M +70,914 +47%
USCWA
100
U.S. Capital Wealth Advisors
Texas
$7.82M +$290K +8,546 +4%