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Schwab International Small-Cap Equity ETF

370 hedge funds and large institutions have $2.82B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
31
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
201
WMS Partners
Maryland
$409K
EFS
202
Essex Financial Services
Connecticut
$405K
M
203
MOTCO
Texas
$392K +$26.2K +775 +7%
SWM
204
Seaside Wealth Management
California
$382K -$3.81M -112,898 -91%
IFS
205
Ifrah Financial Services
Arkansas
$379K +$7.19K +213 +2%
DWT
206
Dorsey & Whitney Trust
South Dakota
$378K
KeyBank National Association
207
KeyBank National Association
Ohio
$378K -$64.8K -1,918 -15%
JWCA
208
J.W. Cole Advisors
Florida
$377K +$1.69K +50 +0.4%
MWM
209
Moran Wealth Management
Florida
$375K +$52.9K +1,566 +16%
NWM
210
Northwest Wealth Management
Iowa
$347K
AOWM
211
Alpha Omega Wealth Management
Virginia
$340K -$68K -2,013 -17%
CFB
212
Cullen/Frost Bankers
Texas
$333K +$333K +9,872 New
TP
213
Tranquility Partners
Tennessee
$326K -$5K -148 -2%
HIM
214
Harbour Investment Management
Washington
$326K
MCM
215
Mainstay Capital Management
Michigan
$323K -$169 -5 -0.1%
AA
216
Alesco Advisors
New York
$321K -$24.6K -727 -7%
LEFP
217
Leading Edge Financial Planning
Tennessee
$319K -$119K -3,529 -27%
AWM
218
AE Wealth Management
Kansas
$314K +$49.9K +1,478 +19%
LWM
219
Laidlaw Wealth Management
New York
$312K -$69K -2,044 -18%
EAM
220
Evanson Asset Management
California
$309K +$38.8K +1,149 +14%
AWM
221
Avaii Wealth Management
Wisconsin
$301K +$43.4K +1,284 +17%
BB
222
Busey Bank
Illinois
$299K
Truist Financial
223
Truist Financial
North Carolina
$291K +$73.1K +2,164 +34%
CPA
224
Capital Performance Advisors
California
$290K -$3.72K -110 -1%
BDF
225
Black Diamond Financial
Maryland
$288K +$101 +3 +0%