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Schwab Fundamental International Large Company Index ETF

368 hedge funds and large institutions have $5.52B invested in Schwab Fundamental International Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 169 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 26

128% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 74

11% more funds holding

Funds holding: 333368 (+35)

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

3% more capital invested

Capital invested by funds: $5.34B → $5.52B (+$181M)

0.71% less ownership

Funds ownership: 78.13%77.42% (-0.71%)

Holders
368
Holders Change
+35
Holders Change %
+10.51%
% of All Funds
5.66%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.43%
New
65
Increased
169
Reduced
74
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.71B +$145M +4,400,699 +4%
Victory Capital Management
2
Victory Capital Management
Texas
$188M
Bank of America
3
Bank of America
North Carolina
$143M +$20M +606,093 +16%
Wells Fargo
4
Wells Fargo
California
$123M -$1.48M -44,840 -1%
BO
5
BRR OpCo
Ohio
$92.4M -$348K -10,541 -0.4%
SFA
6
Sequoia Financial Advisors
Ohio
$78.5M +$50.9M +1,541,259 +177%
BCI
7
Brinker Capital Investments
Pennsylvania
$59.1M +$8.83M +267,531 +17%
FM
8
Foster & Motley
Ohio
$54.3M +$4.1M +124,311 +8%
AA
9
ALPS Advisors
Colorado
$53.7M +$1.46M +44,215 +3%
CC
10
Callan Capital
California
$36.9M +$1.23M +37,256 +3%
Ameriprise
11
Ameriprise
Minnesota
$33.7M +$1.14M +34,663 +3%
UBS Group
12
UBS Group
Switzerland
$32.1M +$1.81M +54,754 +6%
EWA
13
Exencial Wealth Advisors
Oklahoma
$30.3M -$97.4M -2,952,362 -76%
LGA
14
Lebenthal Global Advisors
New York
$26.8M +$13.5M +407,967 +98%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$22.4M +$5.23M +158,537 +30%
OWM
16
Opes Wealth Management
California
$22.3M +$708K +21,449 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$22M +$16.5M +499,419 +280%
WTA
18
Washington Trust Advisors
Massachusetts
$21.1M +$21.4M +649,594 New
RCA
19
Resonant Capital Advisors
Wisconsin
$20.9M +$1.25M +37,767 +6%
CWM
20
Cabot Wealth Management
Massachusetts
$20.8M +$354K +10,722 +2%
MWA
21
MFA Wealth Advisors
Pennsylvania
$20.2M +$40.8K +1,235 +0.2%
JFA
22
JNBA Financial Advisors
Minnesota
$19.1M +$4.93M +149,393 +34%
SIM
23
Studio Investment Management
Illinois
$18M +$1.85M +56,002 +11%
BIA
24
Barry Investment Advisors
Massachusetts
$18M +$20.5K +620 +0.1%
GWM
25
Geneos Wealth Management
Colorado
$17.2M +$206K +6,250 +1%