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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
MFGM
101
Marshall Financial Group (Maryland)
Maryland
$7.81M +$205K +6,395 +3%
SAG
102
SageView Advisory Group
California
$7.72M +$7M +218,377 +1,764%
FWP
103
FAS Wealth Partners
Kansas
$7.39M -$178K -5,551 -2%
AWM
104
Aspire Wealth Management
Massachusetts
$7.32M +$137K +4,263 +2%
MWM
105
MorganRosel Wealth Management
Colorado
$7.15M -$349K -10,889 -5%
USCWA
106
U.S. Capital Wealth Advisors
Texas
$7.12M +$1.62M +50,684 +32%
ACA
107
Ackerman Capital Advisors
Texas
$7.1M -$2.64M -82,397 -28%
WTA
108
Washington Trust Advisors
Massachusetts
$7.1M -$356K -11,100 -5%
CFO
109
Collective Family Office
Pennsylvania
$7M +$84.7K +2,644 +1%
CTWM
110
Cherry Tree Wealth Management
Minnesota
$6.9M +$102K +3,174 +2%
DFG
111
Dupree Financial Group
Kentucky
$6.75M +$6.41M +200,073 New
Renaissance Technologies
112
Renaissance Technologies
New York
$6.74M +$6.4M +199,800 New
JWS
113
Juncture Wealth Strategies
Arizona
$6.53M -$130K -4,056 -2%
AL
114
Aspiriant LLC
California
$6.52M +$304K +9,495 +5%
IA
115
IFG Advisory
Georgia
$6.42M +$156K +4,868 +3%
YAL
116
Your Advocates Ltd
Texas
$6.32M -$1.64M -51,011 -21%
FSWA
117
Financial Synergies Wealth Advisors
Texas
$6.12M +$335K +10,442 +5%
LA
118
LVW Advisors
New York
$5.78M +$219K +6,838 +4%
SS
119
Sound Stewardship
Kansas
$5.58M +$276K +8,625 +5%
LSIA
120
LaSalle St. Investment Advisors
Illinois
$5.29M -$621K -19,364 -55%
ACP
121
Aveo Capital Partners
Colorado
$5.27M +$114K +3,545 +2%
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$5.2M +$59.3K +1,849 +1%
TCWM
123
Total Clarity Wealth Management
Illinois
$5.17M +$346K +10,804 +8%
BGAI
124
Bruce G. Allen Investments
Colorado
$5.13M +$4.88M +152,107 New
AOWM
125
Alpha Omega Wealth Management
Virginia
$5.09M +$8.78K +274 +0.2%