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Schwab Fundamental International Large Company Index ETF

429 hedge funds and large institutions have $7.52B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 31

37% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 127

16% more funds holding in top 10

Funds holding in top 10: 4552 (+7)

5% more capital invested

Capital invested by funds: $7.15B → $7.52B (+$361M)

3% more funds holding

Funds holding: 415429 (+14)

0.42% less ownership

Funds ownership: 78.62%78.2% (-0.42%)

Holders
429
Holders Change
+14
Holders Change %
+3.37%
% of All Funds
6.84%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.83%
New
55
Increased
174
Reduced
127
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
$3.96B -$135M -4,352,795 -3%
AOI
2
Auto-Owners Insurance
Michigan
$261M
RFC
3
Regions Financial Corp
Alabama
$217M +$17.1M +552,592 +9%
Wells Fargo
4
Wells Fargo
California
$189M +$7.3M +235,970 +4%
Morgan Stanley
5
Morgan Stanley
New York
$189M +$130M +4,196,732 +228%
Victory Capital Management
6
Victory Capital Management
Texas
$181M -$31 -1 -0%
Bank of America
7
Bank of America
North Carolina
$159M +$12M +386,534 +8%
SFA
8
Sequoia Financial Advisors
Ohio
$119M +$4.34M +140,380 +4%
Jane Street
9
Jane Street
New York
$113M +$95.5M +3,086,501 +586%
Corient Private Wealth
10
Corient Private Wealth
Florida
$108M -$1.17M -37,788 -1%
Ameriprise
11
Ameriprise
Minnesota
$102M +$25.4M +820,199 +34%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$91.4M +$11.1M +358,605 +14%
FM
13
Foster & Motley
Ohio
$66.2M -$750K -24,254 -1%
AA
14
ALPS Advisors
Colorado
$61.1M +$2.92M +94,325 +5%
BCI
15
Brinker Capital Investments
Pennsylvania
$53.6M +$1.36M +43,894 +3%
OPS
16
Orion Portfolio Solutions
Nebraska
$53.6M +$49.7M +1,607,477 +1,507%
CC
17
Callan Capital
California
$44.2M +$2.51M +81,211 +6%
UBS Group
18
UBS Group
Switzerland
$39.4M -$10.7M -345,677 -22%
OMC
19
Old Mission Capital
Illinois
$35.7M +$31.8M +1,027,132 +906%
TC
20
Trust Company
Kansas
$34.8M +$2.69M +86,960 +8%
JFA
21
JNBA Financial Advisors
Minnesota
$31.4M +$3.78M +122,244 +14%
SWA
22
Strata Wealth Advisors
Texas
$30.8M +$336K +10,870 +1%
UA
23
Unison Advisors
District of Columbia
$30M +$433K +14,010 +1%
FTUS
24
Flow Traders U.S.
New York
$30M +$14.7M +476,781 +99%
EWA
25
Exencial Wealth Advisors
Oklahoma
$28.4M -$48.3K -1,561 -0.2%