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Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $1.6B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 151 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
5.64%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
151
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFS
226
Bradley Foster & Sargent
Connecticut
$394K -$7.67K -199 -2%
SFS
227
Summit Financial Strategies
Ohio
$385K -$45.5K -1,180 -11%
HIM
228
Harbour Investment Management
Washington
$374K
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$364K +$333K +8,808 +1,090%
AOWM
230
Alpha Omega Wealth Management
Virginia
$362K -$3.58K -93 -1%
AWM
231
AE Wealth Management
Kansas
$359K -$57.7K -1,498 -14%
MA
232
Mutual Advisors
Nebraska
$355K -$7.48K -202 -2%
GWA
233
Geometric Wealth Advisors
District of Columbia
$355K +$231 +6 +0.1%
WAP
234
Wealthcare Advisory Partners
Pennsylvania
$350K -$24.9K -645 -7%
AI
235
Atria Investments
North Carolina
$347K +$32.8K +851 +10%
JPMorgan Chase & Co
236
JPMorgan Chase & Co
New York
$345K +$181K +4,699 +111%
MML Investors Services
237
MML Investors Services
Massachusetts
$343K -$28.4K -736 -8%
SWM
238
Seaside Wealth Management
California
$343K -$32K -831 -9%
CPA
239
Capital Performance Advisors
California
$341K +$6.13K +159 +2%
KCM
240
Kathmere Capital Management
Pennsylvania
$339K +$339K +8,808 New
WBCM
241
Wilson & Boucher Capital Management
California
$320K +$11.6K +300 +4%
BB
242
Busey Bank
Illinois
$320K -$5.16K -134 -2%
OPS
243
Orion Portfolio Solutions
Nebraska
$315K +$67.1K +1,742 +27%
BCI
244
Brinker Capital Investments
Pennsylvania
$315K +$67.1K +1,742 +27%
RJA
245
Raymond James & Associates
Florida
$312K -$5.93K -154 -2%
MWM
246
Merriman Wealth Management
Washington
$292K -$4.86K -126 -2%
Empower Advisory Group
247
Empower Advisory Group
Colorado
$288K -$27.9K -725 -9%
TP
248
Tranquility Partners
Tennessee
$284K -$82.8K -2,150 -23%
ASN
249
Advisory Services Network
Georgia
$283K
LA
250
Lifeworks Advisors
Michigan
$273K +$273K +7,088 New