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Schwab Fundamental International Large Company Index ETF

374 hedge funds and large institutions have $5.78B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 86 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 86

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

2% more funds holding

Funds holding: 368374 (+6)

5% more capital invested

Capital invested by funds: $5.52B → $5.78B (+$252M)

0.06% less ownership

Funds ownership: 77.42%77.35% (-0.06%)

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
5.9%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
57
Increased
159
Reduced
86
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
151
Valley National Advisers
Pennsylvania
$987K +$73.1K +2,243 +8%
SAM
152
Secure Asset Management
Michigan
$987K +$999K +30,625 New
PAS
153
Park Avenue Securities
New York
$946K +$956K +29,330 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$930K -$7.61M -233,379 -89%
Fidelity Investments
155
Fidelity Investments
Massachusetts
$912K +$42.7K +1,310 +5%
HTC
156
Haverford Trust Company
Pennsylvania
$910K -$3.51M -107,500 -79%
AA
157
Alesco Advisors
New York
$905K +$6.59K +202 +0.7%
WIP
158
WealthCare Investment Partners
Rhode Island
$893K +$913K +28,011 New
BWM
159
Birchcreek Wealth Management
Ohio
$835K +$332K +10,170 +65%
ADL
160
Asset Dedication LLC
California
$831K -$52.1K -1,598 -6%
DFA
161
DHJJ Financial Advisors
Illinois
$826K +$5.22K +160 +0.6%
EAM
162
Evanson Asset Management
California
$821K +$685 +21 +0.1%
FPOC
163
Financial Planners of Cleveland
Ohio
$820K +$529K +16,214 +176%
DAS
164
Dynamic Advisor Solutions
Arizona
$818K +$827K +25,372 New
HA
165
Hamel Associates
New Jersey
$817K
SWM
166
Spire Wealth Management
Virginia
$815K +$562K +17,238 +297%
SB
167
Strategic Blueprint
Georgia
$806K -$442K -13,561 -35%
CCM
168
Coldstream Capital Management
Washington
$784K
ECM
169
Elgethun Capital Management
South Dakota
$758K +$5.22K +160 +0.7%
RSWM
170
Robertson Stephens Wealth Management
California
$740K
SWA
171
Stratos Wealth Advisors
Ohio
$739K -$10.3K -317 -1%
KFS
172
Kaizen Financial Strategies
California
$720K -$324K -9,921 -31%
CCWA
173
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$713K +$98 +3 +0%
JIR
174
James Investment Research
Ohio
$705K +$142K +4,343 +25%
HFA
175
HC Financial Advisors
California
$670K