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Schwab Fundamental International Large Company Index ETF

278 hedge funds and large institutions have $4.83B invested in Schwab Fundamental International Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 22

74% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 58

14% more funds holding

Funds holding: 243278 (+35)

12% more capital invested

Capital invested by funds: $4.32B → $4.83B (+$513M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

2.23% less ownership

Funds ownership: 81.42%79.19% (-2.2%)

Holders
278
Holders Change
+35
Holders Change %
+14.4%
% of All Funds
4.88%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.4%
New
60
Increased
101
Reduced
58
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
101
Wade Financial Advisory
California
$965K
VNA
102
Valley National Advisers
Pennsylvania
$957K -$26.8K -856 -3%
SWA
103
Stratos Wealth Advisors
Ohio
$933K +$135K +4,322 +17%
KFS
104
Kaizen Financial Strategies
California
$929K +$905K +28,948 New
AWM
105
Apollon Wealth Management
South Carolina
$917K -$28.6K -915 -3%
CWM
106
Cedar Wealth Management
California
$882K +$4.72K +151 +0.6%
DFA
107
DHJJ Financial Advisors
Illinois
$827K +$29K +927 +4%
PFC
108
Phocas Financial Corp
California
$826K +$804K +25,736 New
PA
109
Paracle Advisors
Washington
$811K
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$805K +$15.4K +493 +2%
EAM
111
Evanson Asset Management
California
$798K
SWP
112
Stratos Wealth Partners
Ohio
$766K +$2.44K +78 +0.3%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$756K +$20.1K +644 +3%
TCWM
114
Total Clarity Wealth Management
Illinois
$727K +$708K +22,646 New
5L
115
55I LLC
Massachusetts
$701K +$6.53K +209 +1%
RSWM
116
Robertson Stephens Wealth Management
California
$694K
MFGM
117
Marshall Financial Group (Maryland)
Maryland
$686K +$10.7K +342 +2%
CCP
118
Clarkston Capital Partners
Michigan
$680K
AP
119
Adero Partners
California
$678K -$29.3K -937 -4%
KLI
120
Kelman-Lazarov Inc
Tennessee
$672K
AP
121
Appleton Partners
Massachusetts
$643K +$312K +9,978 +99%
LJAC
122
L.J. Altfest & Co
New York
$633K +$55.1K +1,763 +10%
EWA
123
EP Wealth Advisors
California
$632K +$615K +19,678 New
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$607K +$92.1K +2,948 +18%
AA
125
Alesco Advisors
New York
$590K -$188 -6 -0%