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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

175 hedge funds and large institutions have $2.18B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
60
Reduced
40
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$66.1M
2
EWA
Exencial Wealth Advisors
Oklahoma
+$24.4M
3
Jane Street
Jane Street
New York
+$2.47M
4
Ameriprise
Ameriprise
Minnesota
+$2.46M
5
UCFA
United Capital Financial Advisors
Texas
+$1.21M

Top Sellers

1
CST
Charles Schwab Trust
Nevada
-$9.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$9.17M
3
MWM
Merriman Wealth Management
Washington
-$4.65M
4
1WM
1900 Wealth Management
Texas
-$2.08M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
26
Janiczek Wealth Management
Colorado
$2.7M -$8.45K -226 -0.3%
KLI
27
Kelman-Lazarov Inc
Tennessee
$2.66M +$110K +2,939 +4%
ADL
28
Asset Dedication LLC
California
$2.61M +$122K +3,258 +5%
OWM
29
Opes Wealth Management
California
$2.61M +$599K +16,010 +30%
Jane Street
30
Jane Street
New York
$2.47M +$2.47M +66,025 New
WW
31
Waterfront Wealth
Kansas
$2.36M +$121K +3,241 +5%
DWP
32
Destiny Wealth Partners
Florida
$2.24M +$148K +3,958 +7%
CWM
33
Cabot Wealth Management
Massachusetts
$2.22M +$29.4K +787 +1%
MWP
34
Moller Wealth Partners
$2.21M +$269K +7,201 +14%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.16M +$530K +14,180 +32%
DAS
36
Dynamic Advisor Solutions
Arizona
$2.04M +$69.6K +1,862 +4%
1WM
37
1900 Wealth Management
Texas
$2.01M -$2.08M -55,569 -51%
Creative Planning
38
Creative Planning
Kansas
$1.64M -$65.2K -1,743 -4%
NWM
39
Northwest Wealth Management
Iowa
$1.34M -$6.81K -182 -0.5%
Mariner
40
Mariner
Kansas
$1.34M -$1.8K -48 -0.1%
JCIA
41
Jackson Creek Investment Advisors
Colorado
$1.31M -$79.6K -2,128 -6%
ACP
42
Aviance Capital Partners
Florida
$1.29M -$19.9K -532 -2%
OMC
43
Old Mission Capital
Illinois
$1.27M -$418K -11,175 -25%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$1.16M +$285K +7,612 +32%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$1.11M -$168K -4,491 -13%
BIA
46
Bell Investment Advisors
California
$1.03M +$115K +3,067 +13%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$804K +$196K +5,233 +32%
CFO
48
Collective Family Office
Pennsylvania
$733K +$733K +19,598 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$723K +$88.7K +2,374 +14%
RRC
50
Relaxing Retirement Coach
Massachusetts
$705K +$6.35K +170 +0.9%
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