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Schwab Fundamental International Large Company Index ETF

203 hedge funds and large institutions have $3.38B invested in Schwab Fundamental International Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 72 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

3% more funds holding

Funds holding: 197203 (+6)

3% more capital invested

Capital invested by funds: $3.27B → $3.38B (+$113M)

0.22% more ownership

Funds ownership: 83.12%83.34% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

19% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 72

Holders
203
Holders Change
+6
Holders Change %
+3.05%
% of All Funds
4.1%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
29
Increased
58
Reduced
72
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.32B +$35M +1,408,001 +2%
Victory Capital Management
2
Victory Capital Management
Texas
$282M -$14.5M -582,841 -5%
USAA
3
United Services Automobile Association
Texas
$118M -$9.25M -371,663 -7%
BO
4
BRR OpCo
Ohio
$86.1M +$1.07M +43,147 +1%
BCI
5
Brinker Capital Investments
Pennsylvania
$69.9M +$2M +80,405 +3%
Bank of America
6
Bank of America
North Carolina
$59M -$11.1M -445,927 -16%
AA
7
ALPS Advisors
Colorado
$36.5M +$5.06M +203,590 +16%
FM
8
Foster & Motley
Ohio
$31.1M +$152K +6,116 +0.5%
CS
9
Credit Suisse
Switzerland
$27M +$27.4M +1,100,000 New
CC
10
Callan Capital
California
$23.9M +$1.8M +72,231 +8%
EWA
11
Exencial Wealth Advisors
Oklahoma
$18.2M +$4.33M +174,235 +31%
RC
12
RegentAtlantic Capital
New Jersey
$17.9M +$8.81M +353,990 +95%
OWM
13
Opes Wealth Management
California
$15.8M -$872K -35,038 -5%
CWM
14
Cabot Wealth Management
Massachusetts
$15.5M -$504K -20,267 -3%
GWM
15
Geneos Wealth Management
Colorado
$12.8M +$687K +27,628 +6%
RCA
16
Resonant Capital Advisors
Wisconsin
$11.9M +$907K +36,445 +8%
AFA
17
Arlington Financial Advisors
California
$11.8M +$62.5K +2,512 +0.5%
KWM
18
Keebeck Wealth Management
Illinois
$10.8M +$11M +440,873 New
BlackRock
19
BlackRock
New York
$10M -$781K -31,391 -7%
LNC
20
Lincoln National Corp
Pennsylvania
$9.66M -$49.7K -1,998 -0.5%
Ameriprise
21
Ameriprise
Minnesota
$9.46M -$3.9M -156,647 -29%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$8.82M +$1.62M +65,083 +22%
CST
23
Charles Schwab Trust
Nevada
$8.37M +$951K +38,227 +13%
Morgan Stanley
24
Morgan Stanley
New York
$8.14M +$29.8K +1,197 +0.4%
HCM
25
Hengehold Capital Management
Ohio
$6.67M -$787K -31,655 -10%