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Schwab Fundamental International Large Company Index ETF

333 hedge funds and large institutions have $5.34B invested in Schwab Fundamental International Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 133 increasing their positions, 84 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 84

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

3% more funds holding

Funds holding: 324333 (+9)

1.68% more ownership

Funds ownership: 76.45%78.13% (+1.7%)

3% more capital invested

Capital invested by funds: $5.18B → $5.34B (+$169M)

Holders
333
Holders Change
+9
Holders Change %
+2.78%
% of All Funds
5.83%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.46%
New
46
Increased
133
Reduced
84
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.61B +$127M +3,837,472 +4%
Victory Capital Management
2
Victory Capital Management
Texas
$190M
EWA
3
Exencial Wealth Advisors
Oklahoma
$153M +$101M +3,047,016 +363%
Wells Fargo
4
Wells Fargo
California
$126M -$1.62M -48,797 -1%
Bank of America
5
Bank of America
North Carolina
$125M +$3.83M +115,522 +3%
BO
6
BRR OpCo
Ohio
$93.7M +$195K +5,875 +0.2%
AA
7
ALPS Advisors
Colorado
$52.8M +$1.49M +45,092 +3%
BCI
8
Brinker Capital Investments
Pennsylvania
$50.9M -$46.4M -1,400,276 -47%
FM
9
Foster & Motley
Ohio
$50.7M +$2.35M +70,758 +5%
CC
10
Callan Capital
California
$36M +$2.4M +72,519 +7%
Ameriprise
11
Ameriprise
Minnesota
$32.9M +$25.4M +766,101 +323%
UBS Group
12
UBS Group
Switzerland
$30.6M +$14.9M +450,282 +94%
SFA
13
Sequoia Financial Advisors
Ohio
$28.6M -$43.9M -1,325,484 -60%
CST
14
Charles Schwab Trust
Nevada
$23.2M +$186K +5,602 +0.8%
OWM
15
Opes Wealth Management
California
$21.8M -$70.9K -2,139 -0.3%
CWM
16
Cabot Wealth Management
Massachusetts
$20.7M -$80.3K -2,423 -0.4%
MWA
17
MFA Wealth Advisors
Pennsylvania
$20.4M +$66.2K +1,997 +0.3%
RCA
18
Resonant Capital Advisors
Wisconsin
$19.9M +$1.18M +35,463 +6%
BIA
19
Barry Investment Advisors
Massachusetts
$18.1M -$210K -6,344 -1%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$17.4M +$3.78M +114,004 +27%
Citadel Advisors
21
Citadel Advisors
Florida
$17.3M +$17.4M +526,258 New
GWM
22
Geneos Wealth Management
Colorado
$17.2M -$286K -8,620 -2%
Morgan Stanley
23
Morgan Stanley
New York
$16.9M +$1.25M +37,655 +8%
AFA
24
Arlington Financial Advisors
California
$16.7M +$142K +4,280 +0.8%
PWM
25
PRW Wealth Management
Massachusetts
$16.4M +$16.6M +500,134 New