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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

156 hedge funds and large institutions have $1.62B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
156
Holders Change
+25
Holders Change %
+19.08%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
41
Increased
52
Reduced
38
Closed
14
Calls
–
Puts
$684K
Net Calls
-$684K
Net Calls Change
-$19K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.29B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.7M
3
LNC
3
Lincoln National Corp
Pennsylvania
$6.46M
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$5.92M
5
SB
5
Strategic Blueprint
Georgia
$5.13M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Jane Street
2
Jane Street
New York
$4.15M
3
CCM
3
Cribstone Capital Management
Maine
$181K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
KLI
26
Kelman-Lazarov Inc
Tennessee
$3.74M 112,528 +4,371 +4%
Morgan Stanley
27
Morgan Stanley
New York
$3.2M 96,185 -5,228 -5%
ACA
28
Ackerman Capital Advisors
Texas
$3.07M 92,404 -2,103 -2%
SIAS
29
Shine Investment Advisory Services
Colorado
$2.82M 84,655 -6,898 -8%
PP
30
PrairieView Partners
Minnesota
$2.43M 73,078 -22,420 -23%
MAG
31
Mokosak Advisory Group
Iowa
$2.16M 65,048 -4,017 -6%
WFA
32
Wade Financial Advisory
California
$2.15M 64,691 +64,691 New
SHJ
33
Sharkey, Howes & Javer
Colorado
$2.05M 61,667 -1,764 -3%
CST
34
Charles Schwab Trust
Nevada
$1.98M 59,624 +8,678 +17%
CFA
35
Cahill Financial Advisors
Minnesota
$1.93M 57,948 +57 +0.1%
FSWA
36
Financial Synergies Wealth Advisors
Texas
$1.83M 55,104 +5,914 +12%
CWM
37
Cabot Wealth Management
Massachusetts
$1.83M 54,888 +59 +0.1%
Bank of America
38
Bank of America
North Carolina
$1.71M 51,486 +872 +2%
SPA
39
Sentinel Pension Advisors
Massachusetts
$1.5M 45,164 +45,164 New
EH
40
Equitable Holdings
New York
$1.29M 38,735 +38,735 New
ADL
41
Asset Dedication LLC
California
$1.08M 32,994 +3,770 +13%
3C
42
361 Capital
Colorado
$1.08M 32,329 +2,763 +9%
HWA
43
HHM Wealth Advisors
Tennessee
$1.02M 30,575 +926 +3%
DAS
44
Dynamic Advisor Solutions
Arizona
$1.01M 30,322 -589 -2%
MAS
45
Managed Account Services
Florida
$963K 29,142 +13,063 +81%
LFS
46
Lutz Financial Services
Nebraska
$946K 28,444 +191 +0.7%
SA
47
Shilanski & Associates
Alaska
$931K 28,015 +1,251 +5%
ECG
48
EPIQ Capital Group
California
$923K 27,753 +27,753 New
MWP
49
Moller Wealth Partners
$916K 27,562 +3,905 +17%
Stifel Financial
50
Stifel Financial
Missouri
$874K 26,363 +2,864 +12%
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