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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
PCM
101
Pennsylvania Capital Management
Pennsylvania
$7.74M -$987K -29,069 -12%
FWP
102
FAS Wealth Partners
Kansas
$7.73M -$70.4K -2,074 -0.9%
SPC
103
Sigma Planning Corp
Michigan
$7.67M +$6.85M +201,593 +1,471%
CTWM
104
Cherry Tree Wealth Management
Minnesota
$7.61M +$316K +9,307 +5%
MWM
105
MorganRosel Wealth Management
Colorado
$7.45M -$86.6K -2,549 -1%
RJA
106
Raymond James & Associates
Florida
$7.45M -$1.1M -32,312 -13%
ACA
107
Ackerman Capital Advisors
Texas
$7.37M -$117K -3,453 -2%
WTA
108
Washington Trust Advisors
Massachusetts
$7.31M -$182K -5,362 -3%
DFG
109
Dupree Financial Group
Kentucky
$7.18M +$49.2K +1,448 +0.7%
CFO
110
Collective Family Office
Pennsylvania
$7.18M -$205K -6,041 -3%
FSWA
111
Financial Synergies Wealth Advisors
Texas
$7.02M -$453K -13,340 -6%
AL
112
Aspiriant LLC
California
$6.98M +$91K +2,680 +1%
HCM
113
Hengehold Capital Management
Ohio
$6.64M -$2.65M -78,141 -30%
OMC
114
Old Mission Capital
Illinois
$6.46M -$23.6M -694,746 -79%
CA
115
Cambridge Associates
Massachusetts
$6.43M -$3.41M -100,516 -36%
MNBTD
116
Moody National Bank Trust Division
Texas
$6.43M -$3.41M -100,516 -36%
LA
117
LVW Advisors
New York
$6.19M +$79.7K +2,347 +1%
SS
118
Sound Stewardship
Kansas
$6.18M +$272K +8,013 +5%
YAL
119
Your Advocates Ltd
Texas
$6.01M -$636K -18,726 -10%
KCPG
120
Kavar Capital Partners Group
Kansas
$5.98M -$6.09M -179,317 -52%
AOWM
121
Alpha Omega Wealth Management
Virginia
$5.91M +$510K +15,024 +10%
ACP
122
Aveo Capital Partners
Colorado
$5.76M +$214K +6,310 +4%
PPW
123
Pasadena Private Wealth
California
$5.61M +$3.53M +103,940 +194%
WIP
124
WealthCare Investment Partners
Rhode Island
$5.6M +$786K +23,155 +17%
PGFC
125
Peapack-Gladstone Financial Corp
New Jersey
$5.55M +$59.5K +1,751 +1%