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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

224 hedge funds and large institutions have $2.33B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+6
Holders Change %
+2.75%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
74
Reduced
58
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$1.94B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$24.7M
3
Jane Street
Jane Street
New York
$27.3M
4
KLI
Kelman-Lazarov Inc
Tennessee
$16.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$9.3M

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
UCFA
United Capital Financial Advisors
Texas
$297K
3
DAS
Dynamic Advisor Solutions
Arizona
$5.13M
4
EWA
Exencial Wealth Advisors
Oklahoma
$23.3M
5
FFO
Fortitude Family Office
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
226
Charles Schwab Investment Advisory
California
– -$1.97B -55,620,339 Closed
LNC
227
Lincoln National Corp
Pennsylvania
– -$9.38M -264,480 Closed
FFO
228
Fortitude Family Office
Arizona
– -$2.05M -57,667 Closed
WP
229
WMS Partners
Maryland
– -$657K -18,513 Closed
Renaissance Technologies
230
Renaissance Technologies
New York
– -$408K -11,500 Closed
AP
231
Appleton Partners
Massachusetts
– -$305K -8,600 Closed
IIA
232
Integral Investment Advisors
California
– -$243K -6,843 Closed
DWP
233
Destiny Wealth Partners
Florida
– -$237K -6,684 Closed
MWM
234
MorganRosel Wealth Management
Colorado
– -$218K -6,152 Closed
RWM
235
Ritholtz Wealth Management
New York
– -$200K -5,644 Closed
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
– -$180K -5,065 Closed
FSWA
237
Financial Synergies Wealth Advisors
Texas
– -$79.7K -2,246 Closed
AWM
238
Avior Wealth Management
Nebraska
– -$58.8K -1,658 Closed
LTI
239
Laffer Tengler Investments
Tennessee
– -$30.1K -849 Closed
CFB
240
Cullen/Frost Bankers
Texas
– -$24.2K -683 Closed
BFEC
241
Benjamin F. Edwards & Company
Missouri
– -$22K -633 Closed
CSWM
242
Cassady Schiller Wealth Management
Ohio
– -$15.6K -441 Closed
RP
243
Rice Partnership
Hawaii
– -$8.02K -226 Closed
ACM
244
Anfield Capital Management
California
– -$4.33K -122 Closed
WIC
245
Woodmont Investment Counsel
Tennessee
– -$4.19K -118 Closed
CA
246
CoreCap Advisors
Michigan
– -$2.7K -76 Closed
SWA
247
SOA Wealth Advisors
New York
– -$2.2K -62 Closed
HFS
248
Hantz Financial Services
Michigan
– -$2K -52 Closed
WPWM
249
Western Pacific Wealth Management
Illinois
– -$1.7K -48 Closed
LWA
250
Lowe Wealth Advisors
Maryland
– -$1.24K -35 Closed
7 8 9
10
11