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Schwab Fundamental International Large Company Index ETF

439 hedge funds and large institutions have $8.18B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 198 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.83%
New
42
Increased
198
Reduced
116
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$2.13M -$1.54M -48,762 -42%
CA
152
Cetera Advisors
Colorado
$2.12M +$857K +27,063 +68%
TNA
153
True North Advisors
Texas
$2.1M -$99.1K -3,129 -5%
OAM
154
Occidental Asset Management
California
$2.07M +$427K +13,478 +26%
PCA
155
Pallas Capital Advisors
Massachusetts
$2.06M +$2.06M +67,189 New
GT
156
Glenmede Trust
Pennsylvania
$1.97M -$11.9K -377 -0.6%
HSA
157
HBK Sorce Advisory
Pennsylvania
$1.95M -$3.33K -105 -0.2%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.93M +$296K +9,336 +18%
VCM
159
Vivaldi Capital Management
Illinois
$1.87M -$61.6K -1,946 -3%
SOS
160
Silver Oak Securities
Tennessee
$1.84M -$133K -4,200 -7%
WFA
161
Wade Financial Advisory
California
$1.79M +$15.6K +491 +0.9%
SFS
162
Solitude Financial Services
Virginia
$1.76M -$12.2K -385 -0.7%
SFS
163
Sowell Financial Services
Arkansas
$1.7M -$16.8K -531 -1%
PWM
164
Perigon Wealth Management
California
$1.67M -$73.5K -2,321 -4%
PBO
165
Peoples Bank (Ohio)
Ohio
$1.67M +$1.67M +52,603 New
LJAC
166
L.J. Altfest & Co
New York
$1.66M +$1.12M +35,232 +207%
NWM
167
Northwest Wealth Management
Iowa
$1.61M
AWE
168
Avidian Wealth Enterprises
Texas
$1.58M +$187K +5,905 +13%
DP
169
Denver PWM
Colorado
$1.55M +$21K +675 +1%
MCM
170
Mendel Capital Management
Arkansas
$1.54M +$229K +7,235 +17%
RLWM
171
RF&L Wealth Management
Massachusetts
$1.54M -$4.75K -150 -0.3%
PWM
172
Provident Wealth Management
Tennessee
$1.52M +$82.2K +2,597 +6%
CPC
173
Consolidated Planning Corp
Georgia
$1.51M -$323K -10,214 -18%
WWM
174
Western Wealth Management
Colorado
$1.46M -$5.7K -180 -0.4%
ES
175
Eagle Strategies
New York
$1.44M -$34.8K -1,098 -2%