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Schwab Fundamental International Large Company Index ETF

439 hedge funds and large institutions have $8.18B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 198 increasing their positions, 116 reducing their positions, and 34 closing their positions.

Holders
439
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
7%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.83%
New
42
Increased
198
Reduced
116
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B 129,540,803 +2,175,964 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$421M 13,279,390 +2,652,178 +25%
RFC
3
Regions Financial Corp
Alabama
$297M 9,369,596 +2,116,576 +29%
AOI
4
Auto-Owners Insurance
Michigan
$265M 8,353,000
Wells Fargo
5
Wells Fargo
California
$202M 6,377,594 +428,481 +7%
Victory Capital Management
6
Victory Capital Management
Texas
$183M 5,785,140
Morgan Stanley
7
Morgan Stanley
New York
$172M 5,432,586 -66,997 -1%
Bank of America
8
Bank of America
North Carolina
$152M 4,788,993 -41,032 -0.8%
SFA
9
Sequoia Financial Advisors
Ohio
$127M 4,010,175 +34,569 +0.9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$115M 3,618,342 +214,994 +6%
Ameriprise
11
Ameriprise
Minnesota
$113M 3,562,727 +265,055 +8%
Corient Private Wealth
12
Corient Private Wealth
Florida
$111M 3,517,313 +69,214 +2%
FM
13
Foster & Motley
Ohio
$68.3M 2,158,146 +55,342 +3%
CC
14
Callan Capital
California
$60.6M 1,912,970 +209,117 +12%
AA
15
ALPS Advisors
Colorado
$59.7M 1,885,930 -24,520 -1%
OPS
16
Orion Portfolio Solutions
Nebraska
$49.6M 1,566,072 -1,472,144 -48%
BCI
17
Brinker Capital Investments
Pennsylvania
$49.6M 1,566,072 -1,472,144 -48%
PWS
18
Paragon Wealth Strategies
Florida
$40.5M 1,280,283 +253,865 +25%
UBS Group
19
UBS Group
Switzerland
$40.4M 1,276,304 -23,651 -2%
JFA
20
JNBA Financial Advisors
Minnesota
$37.6M 1,187,302 +86,433 +8%
TC
21
Trust Company
Kansas
$33.9M 1,071,929 +12,142 +1%
LPL Financial
22
LPL Financial
California
$32.8M 1,036,586 +120,499 +13%
SWA
23
Strata Wealth Advisors
Texas
$32.5M 1,025,035 +1,025,035 New
MWA
24
MFA Wealth Advisors
Pennsylvania
$28.5M 900,790 +22,078 +3%
EWA
25
Exencial Wealth Advisors
Oklahoma
$27.4M 864,713 -33,512 -4%