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Schwab Fundamental International Large Company Index ETF

500 hedge funds and large institutions have $9.54B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

55% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 132

17% more capital invested

Capital invested by funds: $8.18B → $9.54B (+$1.36B)

14% more funds holding

Funds holding: 440500 (+60)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

2.67% more ownership

Funds ownership: 77.17%79.84% (+2.7%)

Holders
500
Holders Change
+60
Holders Change %
+13.64%
% of All Funds
7.29%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
94
Increased
205
Reduced
132
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$4.41B +$37.2M +1,161,484 +0.9%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$483M +$33.3M +1,039,985 +8%
Morgan Stanley
3
Morgan Stanley
New York
$385M +$191M +5,971,342 +110%
Jane Street
4
Jane Street
New York
$359M +$341M +10,652,718 New
RFC
5
Regions Financial Corp
Alabama
$329M +$12.5M +390,140 +4%
AOI
6
Auto-Owners Insurance
Michigan
$282M
Wells Fargo
7
Wells Fargo
California
$222M +$6.12M +190,961 +3%
Victory Capital Management
8
Victory Capital Management
Texas
$195M
Bank of America
9
Bank of America
North Carolina
$162M +$896K +27,949 +0.6%
SFA
10
Sequoia Financial Advisors
Ohio
$138M +$2.85M +88,767 +2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$134M +$11.8M +369,135 +10%
Ameriprise
12
Ameriprise
Minnesota
$123M +$2.7M +84,169 +2%
Corient Private Wealth
13
Corient Private Wealth
Florida
$121M +$1.82M +56,853 +2%
FM
14
Foster & Motley
Ohio
$76.7M +$3.73M +116,439 +5%
CC
15
Callan Capital
California
$65.8M +$1.17M +36,430 +2%
AA
16
ALPS Advisors
Colorado
$64.5M +$820K +25,595 +1%
BCI
17
Brinker Capital Investments
Pennsylvania
$57.2M +$4.23M +131,963 +8%
OPS
18
Orion Portfolio Solutions
Nebraska
$57.2M +$4.23M +131,963 +8%
UBS Group
19
UBS Group
Switzerland
$47.3M +$3.99M +124,540 +10%
JFA
20
JNBA Financial Advisors
Minnesota
$42.8M +$2.62M +81,879 +7%
TC
21
Trust Company
Kansas
$36.6M +$444K +13,847 +1%
SWA
22
Strata Wealth Advisors
Texas
$36M +$1.35M +42,032 +4%
LPL Financial
23
LPL Financial
California
$34.4M -$581K -18,136 -2%
MWA
24
MFA Wealth Advisors
Pennsylvania
$31M +$547K +17,071 +2%
TWM
25
Tradition Wealth Management
Minnesota
$30M +$5.18M +161,741 +22%