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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 %
EWA
251
EP Wealth Advisors
California
$272K +$272K +7,058 New
TC
252
TownSquare Capital
Utah
$270K +$154 +4 +0.1%
HWA
253
HHM Wealth Advisors
Tennessee
$269K
OWP
254
Obermeyer Wealth Partners
Colorado
$266K
KAS
255
Kestra Advisory Services
Texas
$264K -$34.8K -902 -12%
SWA
256
Sax Wealth Advisors
New Jersey
$262K +$262K +6,800 New
IWA
257
IVC Wealth Advisors
Pennsylvania
$258K -$37.6K -976 -13%
WLIM
258
White Lighthouse Investment Management
Massachusetts
$255K +$771 +20 +0.3%
MW
259
MBL Wealth
North Carolina
$250K
AA
260
Alesco Advisors
New York
$247K -$102K -2,636 -29%
BDF
261
Black Diamond Financial
Maryland
$243K -$57.4K -1,490 -19%
VBFG
262
Vishria Bird Financial Group
Tennessee
$243K +$243K +6,302 New
IPWA
263
International Private Wealth Advisors
California
$241K +$241K +6,262 New
GAM
264
Garrison Asset Management
Arkansas
$230K +$3.89K +101 +2%
HIP
265
HUB Investment Partners
Texas
$228K -$92.6K -2,403 -29%
ADL
266
Asset Dedication LLC
California
$222K -$30.2K -785 -12%
BOPW
267
Brandywine Oak Private Wealth
Pennsylvania
$217K
AFG
268
Atomi Financial Group
New York
$215K -$8.32K -216 -4%
AWE
269
Avidian Wealth Enterprises
Texas
$207K +$207K +5,381 New
SM
270
Sensible Money
Arizona
$206K -$28.1K -728 -12%
MW
271
Maia Wealth
Colorado
$206K -$37.2K -1,004 -15%
AI
272
Accredited Investors
Minnesota
$204K +$204K +5,299 New
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$197K -$193 -5 -0.1%
ACA
274
Aptus Capital Advisors
Alabama
$192K +$3.2K +83 +2%
OA
275
Operose Advisors
Wisconsin
$192K +$578 +15 +0.3%