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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.58B invested in Schwab International Small-Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+45
Holders Change %
+13.8%
% of All Funds
5.99%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.23%
New
73
Increased
150
Reduced
96
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
126
Dopkins Wealth Management
New York
$1.18M +$1.18M +37,513 New
RPSA
127
Richard P. Slaughter Associates
Texas
$1.17M +$295K +9,359 +33%
AFAS
128
Acorn Financial Advisory Services
Virginia
$1.17M +$189K +6,019 +19%
RRC
129
Relaxing Retirement Coach
Massachusetts
$1.12M -$106K -3,362 -9%
OPWM
130
Oakwell Private Wealth Management
Texas
$1.1M -$300K -9,542 -22%
CFO
131
CVA Family Office
Colorado
$1.09M -$365K -11,596 -25%
MIC
132
Means Investment Company
Maine
$1.05M +$415K +13,179 +65%
PPW
133
Parcion Private Wealth
Washington
$1.05M -$4.38M -139,108 -81%
SCM
134
SOL Capital Management
Maryland
$1.02M -$100K -3,187 -9%
WCFA
135
Walkner Condon Financial Advisors
Wisconsin
$1.02M +$82.5K +2,619 +9%
Financial Engines Advisors
136
Financial Engines Advisors
California
$1M +$8.62K +274 +0.9%
OIA
137
OneDigital Investment Advisors
Kansas
$994K +$56.8K +1,806 +6%
CFO
138
Colony Family Offices
North Carolina
$984K +$42K +1,336 +4%
PCWA
139
Pacific Capital Wealth Advisors
California
$982K +$2.49K +79 +0.3%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$975K -$346K -10,999 -26%
WA
141
Wealth Architects
California
$975K -$44.8K -1,423 -4%
SWM
142
SeaCrest Wealth Management
New York
$918K -$42.3K -1,343 -4%
LCM
143
Leisure Capital Management
California
$918K +$218K +6,936 +31%
CPP
144
Capasso Planning Partners
South Carolina
$899K -$33.8K -1,074 -4%
MFT
145
Moisand Fitzgerald Tamayo
Florida
$888K -$288K -9,163 -25%
PCM
146
Passive Capital Management
Maryland
$882K +$7.18K +228 +0.8%
SFA
147
Sequoia Financial Advisors
Ohio
$871K -$315K -10,011 -27%
CAM
148
Cresset Asset Management
Illinois
$862K -$656K -20,858 -43%
MAM
149
McLean Asset Management
Virginia
$860K +$860K +27,339 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$859K -$17.6K -558 -2%