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Schwab Fundamental International Large Company Index ETF

374 hedge funds and large institutions have $5.78B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 86 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 86

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

2% more funds holding

Funds holding: 368374 (+6)

5% more capital invested

Capital invested by funds: $5.52B → $5.78B (+$252M)

0.06% less ownership

Funds ownership: 77.42%77.35% (-0.06%)

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
5.9%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
57
Increased
159
Reduced
86
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$3.73B +$52.6M +1,613,490 +1%
Victory Capital Management
2
Victory Capital Management
Texas
$176M
Bank of America
3
Bank of America
North Carolina
$152M +$10.4M +317,657 +7%
Wells Fargo
4
Wells Fargo
California
$127M +$5.09M +156,075 +4%
BO
5
BRR OpCo
Ohio
$93.9M +$2.25M +69,073 +2%
SFA
6
Sequoia Financial Advisors
Ohio
$84.3M +$6.56M +201,159 +8%
BCI
7
Brinker Capital Investments
Pennsylvania
$69.7M +$11.2M +342,495 +19%
FM
8
Foster & Motley
Ohio
$61.4M +$7.65M +234,642 +14%
AA
9
ALPS Advisors
Colorado
$52.8M -$487K -14,925 -0.9%
UBS Group
10
UBS Group
Switzerland
$51.3M +$19.7M +604,077 +61%
Ameriprise
11
Ameriprise
Minnesota
$43.9M +$10.6M +323,831 +31%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$41.3M +$19.4M +594,439 +86%
LF
13
Lee Financial
Texas
$40.2M +$40.7M +1,246,766 New
CC
14
Callan Capital
California
$39.2M +$2.69M +82,583 +7%
EWA
15
Exencial Wealth Advisors
Oklahoma
$33.8M +$3.71M +113,678 +12%
Jane Street
16
Jane Street
New York
$30.8M +$31.2M +956,180 New
WTA
17
Washington Trust Advisors
Massachusetts
$25.1M +$4.16M +127,667 +20%
JFA
18
JNBA Financial Advisors
Minnesota
$22.6M +$3.76M +115,315 +20%
MWA
19
MFA Wealth Advisors
Pennsylvania
$22.4M +$2.35M +71,980 +12%
RCA
20
Resonant Capital Advisors
Wisconsin
$21.9M +$989K +30,322 +5%
Morgan Stanley
21
Morgan Stanley
New York
$21.5M +$5.02M +154,026 +30%
OWM
22
Opes Wealth Management
California
$20.1M -$2.03M -62,296 -9%
CWM
23
Cabot Wealth Management
Massachusetts
$19.5M -$1.15M -35,116 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$18.2M -$3.65M -112,026 -17%
1WM
25
1900 Wealth Management
Texas
$18.1M +$3.85M +118,165 +27%