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Schwab Fundamental International Small Company Index ETF

170 hedge funds and large institutions have $1.87B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 54

1.15% less ownership

Funds ownership: 79.41%78.26% (-1.1%)

2% less funds holding

Funds holding: 174170 (-4)

11% less capital invested

Capital invested by funds: $2.11B → $1.87B (-$239M)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
170
Holders Change
-4
Holders Change %
-2.3%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
52
Reduced
54
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PrairieView Partners
Minnesota
$2.83M +$185K +5,598 +6%
CFO
27
Collective Family Office
Pennsylvania
$2.62M -$586K -17,734 -17%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.44M +$546K +16,537 +26%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.35M +$2.56M +77,448 New
SFP
30
Sterling Financial Planning
New Jersey
$2.34M -$242K -7,322 -9%
DWP
31
Destiny Wealth Partners
Florida
$2.32M +$29.7K +898 +1%
Creative Planning
32
Creative Planning
Kansas
$2.23M +$689K +20,845 +40%
KLI
33
Kelman-Lazarov Inc
Tennessee
$2.14M -$24.5K -743 -1%
MWP
34
Moller Wealth Partners
$2.09M +$161K +4,860 +8%
JWM
35
Janiczek Wealth Management
Colorado
$2M -$378K -11,458 -16%
WW
36
Waterfront Wealth
Kansas
$1.95M +$3.04K +92 +0.1%
DAS
37
Dynamic Advisor Solutions
Arizona
$1.91M +$85.7K +2,595 +4%
CWM
38
Cabot Wealth Management
Massachusetts
$1.89M +$9.02K +273 +0.4%
TNA
39
True North Advisors
Texas
$1.79M -$78.5K -2,376 -4%
BIA
40
Bell Investment Advisors
California
$1.44M +$1.57M +47,461 New
CIC
41
Cutler Investment Counsel
Oregon
$1.31M +$14.4K +435 +1%
Mariner
42
Mariner
Kansas
$1.29M -$148K -4,486 -10%
RF
43
RHS Financial
California
$1.28M -$700K -21,188 -34%
NWM
44
Northwest Wealth Management
Iowa
$1.14M +$34K +1,028 +3%
ACP
45
Aviance Capital Partners
Florida
$1.09M -$21.7K -657 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.08M +$1.18M +35,593 New
ASN
47
Advisory Services Network
Georgia
$948K +$155K +4,679 +18%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$882K +$31.7K +961 +3%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$779K -$6.84K -207 -0.8%
JCIA
50
Jackson Creek Investment Advisors
Colorado
$730K +$2.31K +70 +0.3%

FNDC Hedge Fund Activity: Q2 2022 in Review

170 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q2 2022, worth a combined $1.87B — down 11% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FNDC and 22 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 52 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $84.7M. The largest seller was Jane Street, cutting an estimated $15.3M.

  • 170 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q2 2022, down from 174 in Q1 2022.
  • Funds reported $1.87B of Schwab Fundamental International Small Company Index ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 22 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q2 2022 and 26 closed out, a net change of -4 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $84.7M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q2 2022 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.