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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

131 hedge funds and large institutions have $1.43B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.2%
New
25
Increased
54
Reduced
31
Closed
18
Calls
–
Puts
$665K
Net Calls
-$665K
Net Calls Change
+$39K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$49.4M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.15B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.37M
4
Jane Street
4
Jane Street
New York
$8.98M
5
MWM
5
Merriman Wealth Management
Washington
$3.87M

Top Sellers

1
USAA
1
United Services Automobile Association
Texas
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.79M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.05M
4
LA
4
LVW Advisors
New York
$0
5
JWM
5
Janiczek Wealth Management
Colorado
$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
26
Kelman-Lazarov Inc
Tennessee
$3.32M +$40K +1,301 +1%
Morgan Stanley
27
Morgan Stanley
New York
$3.12M +$72.5K +2,359 +2%
PP
28
PrairieView Partners
Minnesota
$2.94M +$416K +13,545 +17%
ACA
29
Ackerman Capital Advisors
Texas
$2.9M -$485K -15,793 -14%
SIAS
30
Shine Investment Advisory Services
Colorado
$2.81M -$481K -15,668 -15%
MAG
31
Mokosak Advisory Group
Iowa
$2.12M -$27.2K -885 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.05M -$2.59M -84,263 -56%
SHJ
33
Sharkey, Howes & Javer
Colorado
$1.95M -$439K -14,297 -18%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.82M +$1.82M +59,277 New
Citadel Advisors
35
Citadel Advisors
Florida
$1.79M -$5.1M -165,980 -74%
CFA
36
Cahill Financial Advisors
Minnesota
$1.78M +$2K +65 +0.1%
CWM
37
Cabot Wealth Management
Massachusetts
$1.69M +$5.26K +171 +0.3%
CST
38
Charles Schwab Trust
Nevada
$1.56M +$1.56M +50,946 New
Bank of America
39
Bank of America
North Carolina
$1.56M -$528K -17,179 -25%
FSWA
40
Financial Synergies Wealth Advisors
Texas
$1.51M +$107K +3,482 +8%
DAS
41
Dynamic Advisor Solutions
Arizona
$950K -$55.7K -1,813 -6%
HWA
42
HHM Wealth Advisors
Tennessee
$911K -$6.39K -208 -0.7%
3C
43
361 Capital
Colorado
$909K +$252K +8,202 +38%
ADL
44
Asset Dedication LLC
California
$892K +$26.5K +868 +3%
LNC
45
Lincoln National Corp
Pennsylvania
$890K +$890K +28,974 New
LFS
46
Lutz Financial Services
Nebraska
$868K +$2.58K +84 +0.3%
SA
47
Shilanski & Associates
Alaska
$825K +$13.1K +426 +2%
FFN
48
Focus Financial Network
Minnesota
$823K -$103K -3,357 -11%
MWP
49
Moller Wealth Partners
$727K +$181K +5,896 +33%
Stifel Financial
50
Stifel Financial
Missouri
$722K +$505K +16,436 +233%
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