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Schwab International Small-Cap Equity ETF

361 hedge funds and large institutions have $2.67B invested in Schwab International Small-Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-9
Holders Change %
-2.43%
% of All Funds
5.76%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
37
Increased
108
Reduced
139
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$3.53M -$564K -17,495 -14%
LI
77
Latigo Investments
Florida
$3.47M
PWM
78
Perigon Wealth Management
California
$3.43M +$108K +3,347 +3%
WPC
79
Wedmont Private Capital
Pennsylvania
$3.38M +$264K +8,324 +8%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$3.29M +$801K +24,849 +32%
UCFA
81
United Capital Financial Advisors
Texas
$3.2M +$287K +8,904 +10%
PIMG
82
Patriot Investment Management Group
Tennessee
$3.17M -$1.06M -32,805 -25%
Stifel Financial
83
Stifel Financial
Missouri
$3.16M +$20.2K +626 +0.6%
ECM
84
Evergreen Capital Management
Washington
$3.15M -$7.9K -245 -0.3%
HFS
85
Horizon Financial Services
North Carolina
$3.14M +$184K +5,699 +6%
Cerity Partners
86
Cerity Partners
New York
$3.13M -$437K -13,536 -12%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$2.79M +$86.2K +2,674 +3%
Goldman Sachs
88
Goldman Sachs
New York
$2.61M +$2.61M +80,936 New
SLT
89
St Louis Trust
Missouri
$2.54M
TYCC
90
Texas Yale Capital Corp
Florida
$2.45M -$27.7K -859 -1%
AA
91
Aire Advisors
California
$2.39M -$823K -25,531 -26%
Osaic Holdings
92
Osaic Holdings
Arizona
$2.39M -$741K -22,969 -24%
Northern Trust
93
Northern Trust
Illinois
$2.37M -$92.5K -2,867 -4%
ULWM
94
Upper Left Wealth Management
Florida
$2.36M -$41.6K -1,289 -2%
QCG
95
Quadrant Capital Group
Ohio
$2.32M +$287K +8,901 +14%
TC
96
TAP Consulting
Missouri
$2.28M -$4.55K -141 -0.2%
SWM
97
Shakespeare Wealth Management
Wisconsin
$2.26M +$132K +4,108 +6%
CM
98
Columbus Macro
Pennsylvania
$2.23M -$141K -4,379 -6%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2.22M -$29.5K -916 -1%
EPM
100
Elm Partners Management
Pennsylvania
$1.99M -$4.9K -152 -0.2%