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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
WGCA
151
Wolf Group Capital Advisors
Virginia
$3.56M
WP
152
Wealthspan Partners
Iowa
$3.54M +$39.3K +1,156 +1%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$3.5M +$2.62M +77,247 +367%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$3.49M -$1.29M -37,901 -28%
AC
155
Asio Capital
Kentucky
$3.49M -$102K -3,005 -3%
RFA
156
Rollins Financial Advisors
New York
$3.31M -$55K -1,620 -2%
MG
157
Mather Group
Illinois
$3.11M +$48.8K +1,437 +2%
FPF
158
First Pacific Financial
Washington
$3.09M -$2.04K -60 -0.1%
CWM
159
Castle Wealth Management
Florida
$3.05M -$141K -4,159 -5%
CAM
160
Cresset Asset Management
Illinois
$2.98M +$125K +3,693 +5%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$2.91M +$217K +6,382 +8%
WW
162
Waterfront Wealth
Kansas
$2.82M +$93.2K +2,743 +4%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$2.8M +$469K +13,802 +21%
AIM
164
Alhambra Investment Management
Florida
$2.79M +$2.66M +78,459 New
VA
165
Valmark Advisers
Ohio
$2.79M -$12.4K -364 -0.5%
AFP
166
Ausdal Financial Partners
Iowa
$2.75M +$956K +28,157 +57%
MFG
167
MidWestOne Financial Group
Iowa
$2.73M +$2.6M +76,641 New
AA
168
AlphaQ Advisors
Florida
$2.66M +$15.1K +446 +0.6%
OAM
169
Occidental Asset Management
California
$2.46M +$63.8K +1,880 +3%
BPA
170
Beacon Pointe Advisors
California
$2.42M +$54K +1,589 +2%
AWM
171
Apollon Wealth Management
South Carolina
$2.39M +$214K +6,292 +10%
BA
172
Brightwater Advisory
Florida
$2.33M +$2.22M +65,321 New
PWM
173
Perigon Wealth Management
California
$2.29M +$365K +10,754 +20%
LCM
174
Lunt Capital Management
Utah
$2.27M +$506K +14,910 +31%
VCM
175
Vivaldi Capital Management
Illinois
$2.25M +$82.3K +2,423 +4%