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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 %
CWM
101
Cabot Wealth Management
Massachusetts
$1.95M -$28.3K -877 -1%
MMA
102
Miracle Mile Advisors
California
$1.9M -$525K -16,274 -22%
BF
103
Brooklyn FI
New York
$1.89M -$168K -5,211 -8%
NCM
104
Northwest Capital Management
Oregon
$1.89M -$24.1K -747 -1%
NFW
105
Noble Family Wealth
Florida
$1.86M -$57.2K -1,773 -3%
CIA
106
Choate Investment Advisors
Massachusetts
$1.81M +$1.81M +56,000 New
EWM
107
Elmwood Wealth Management
California
$1.74M -$8.06K -250 -0.5%
HCA
108
Horan Capital Advisors
Ohio
$1.74M -$532K -16,508 -23%
US Bancorp
109
US Bancorp
Minnesota
$1.67M -$344K -10,656 -17%
PFM
110
Peak Financial Management
Massachusetts
$1.65M -$5.16M -160,120 -76%
APG
111
Abacus Planning Group
South Carolina
$1.57M -$54.8K -1,699 -3%
Mariner
112
Mariner
Kansas
$1.51M -$68.2K -2,115 -4%
FWP
113
Falcon Wealth Planning
California
$1.49M -$13K -403 -0.9%
BSW
114
Buckingham Strategic Wealth
Missouri
$1.48M +$127K +3,937 +9%
IWM
115
Integris Wealth Management
California
$1.46M -$276K -8,571 -16%
MWM
116
Modera Wealth Management
New Jersey
$1.4M +$50.2K +1,556 +4%
SFA
117
Seneca Financial Advisors
New York
$1.4M -$191K -5,907 -12%
FWM
118
Fortress Wealth Management
California
$1.37M -$4.03K -125 -0.3%
TA
119
Trellis Advisors
Washington
$1.33M +$4.26K +132 +0.3%
SPP
120
Single Point Partners
Massachusetts
$1.26M +$1.26M +38,950 New
AFAS
121
Acorn Financial Advisory Services
Virginia
$1.2M -$7.16K -226 -0.6%
DWM
122
Dopkins Wealth Management
New York
$1.2M +$21.1K +655 +2%
MHS
123
M Holdings Securities
Oregon
$1.15M +$1.15M +35,527 New
Financial Engines Advisors
124
Financial Engines Advisors
California
$1.14M -$355 -11 -0%
MML Investors Services
125
MML Investors Services
Massachusetts
$1.11M -$733K -22,729 -40%