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Schwab International Small-Cap Equity ETF

373 hedge funds and large institutions have $2.79B invested in Schwab International Small-Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.97%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
38
Increased
128
Reduced
128
Closed
30
Calls
Puts
$342K
Net Calls
-$342K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Shares
Change %
LEFP
201
Leading Edge Financial Planning
Tennessee
$438K +$5.83K +173 +1%
KPWS
202
Kestra Private Wealth Services
Texas
$437K +$22.8K +675 +5%
SFS
203
Summit Financial Strategies
Ohio
$424K -$25.1K -745 -6%
WP
204
WMS Partners
Maryland
$409K -$24.5K -726 -6%
AOWM
205
Alpha Omega Wealth Management
Virginia
$408K +$7.82K +232 +2%
TWP
206
Tempus Wealth Planning
California
$407K +$83.7K +2,483 +26%
EFS
207
Essex Financial Services
Connecticut
$405K
LWM
208
Laidlaw Wealth Management
New York
$380K -$1.52K -45 -0.4%
DWT
209
Dorsey & Whitney Trust
South Dakota
$378K
JWCA
210
J.W. Cole Advisors
Florida
$375K +$21.3K +632 +6%
Natixis Advisors
211
Natixis Advisors
Massachusetts
$372K +$372K +11,037 New
IFS
212
Ifrah Financial Services
Arkansas
$371K +$34 +1 +0%
M
213
MOTCO
Texas
$365K +$123K +3,659 +51%
OMC
214
Old Mission Capital
Illinois
$355K +$355K +10,528 New
NWM
215
Northwest Wealth Management
Iowa
$347K
AA
216
Alesco Advisors
New York
$345K -$75.2K -2,230 -18%
William Blair & Company
217
William Blair & Company
Illinois
$333K +$195K +5,784 +142%
TP
218
Tranquility Partners
Tennessee
$331K -$41.9K -1,242 -11%
GFP
219
Guardian Financial Partners
California
$330K +$26.9K +798 +9%
HIM
220
Harbour Investment Management
Washington
$325K
MCM
221
Mainstay Capital Management
Michigan
$322K
MWM
222
Moran Wealth Management
Florida
$321K +$321K +9,532 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$317K +$14.1K +418 +5%
BB
224
Busey Bank
Illinois
$299K
CPA
225
Capital Performance Advisors
California
$293K +$21.1K +625 +8%