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Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.06B invested in Schwab International Small-Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+29
Holders Change %
+8.03%
% of All Funds
5.72%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
60
Increased
143
Reduced
127
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$16.8M -$732K -20,985 -4%
GIA
27
GHP Investment Advisors
Colorado
$16.3M +$500K +14,319 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$13.7M +$13.7M +392,095 New
MBFW
29
Morton Brown Family Wealth
Pennsylvania
$13.1M +$888K +25,461 +7%
UBS Group
30
UBS Group
Switzerland
$12M -$845K -24,224 -7%
JWM
31
JFG Wealth Management
Colorado
$11.6M -$168K -4,817 -1%
VT
32
Vise Technologies
New York
$9.94M -$1.44M -41,196 -13%
AWM
33
Act Wealth Management
Texas
$9.63M +$693K +19,876 +8%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$8.72M +$873K +25,019 +11%
OCM
35
One Capital Management
California
$8.62M +$2.42M +69,232 +39%
CST
36
Charles Schwab Trust
Nevada
$8.44M +$314K +8,991 +4%
CIP
37
Capital Insight Partners
Arizona
$8.17M +$184K +5,270 +2%
ACA
38
Atlas Capital Advisors
Wyoming
$8.16M -$668K -19,140 -8%
VNA
39
Valley National Advisers
Pennsylvania
$8.13M +$204K +5,852 +3%
RIM
40
Redwood Investment Management
Arizona
$8.13M -$1.67M -47,726 -17%
LPL Financial
41
LPL Financial
California
$7.41M +$1.07M +30,776 +17%
NHC
42
Nicholas Hoffman & Company
Georgia
$7.22M +$2.15M +61,574 +42%
WPA
43
West Paces Advisors
Georgia
$7.16M +$397K +11,380 +6%
TIM
44
Tortoise Investment Management
New York
$6.99M +$560K +16,050 +9%
VA
45
Valmark Advisers
Ohio
$6.84M +$354K +10,135 +5%
IWC
46
Integrated Wealth Concepts
Massachusetts
$6.83M -$15.8K -452 -0.2%
MWM
47
Mission Wealth Management
California
$6.5M -$407K -11,656 -6%
PP
48
PrairieView Partners
Minnesota
$6.47M +$202K +5,789 +3%
BHWM
49
Beaird Harris Wealth Management
Texas
$6.46M -$96.1K -2,754 -1%
BAMG
50
Brand Asset Management Group
Missouri
$6.29M +$535K +15,322 +9%