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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

197 hedge funds and large institutions have $2.06B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
197
Holders Change
+26
Holders Change %
+15.2%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
61
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.7M
2
SAM
2
Synergy Asset Management
Washington
$6.11M
3
SA
3
Shilanski & Associates
Alaska
$4.23M
4
GIA
4
GHP Investment Advisors
Colorado
$7.5M
5
CG
5
Colony Group
Massachusetts
$1.87M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.74B
2
DWP
2
Destiny Wealth Partners
Florida
$259K
3
TNA
3
True North Advisors
Texas
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$23.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
26
Bell Investment Advisors
California
$3.47M +$1.4M +44,698 +68%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.88M +$109K +3,500 +4%
RLWM
28
RF&L Wealth Management
Massachusetts
$2.79M +$2.79M +89,347 New
SWM
29
Shakespeare Wealth Management
Wisconsin
$2.68M +$274K +8,773 +11%
DAS
30
Dynamic Advisor Solutions
Arizona
$2.68M +$579K +18,516 +28%
MWP
31
Moller Wealth Partners
$2.48M +$205K +6,551 +9%
SFP
32
Sterling Financial Planning
New Jersey
$2.47M +$23.3K +746 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.46M -$117K -3,746 -5%
PP
34
PrairieView Partners
Minnesota
$2.45M -$543K -17,373 -18%
KLI
35
Kelman-Lazarov Inc
Tennessee
$2.24M -$23.5K -753 -1%
CWM
36
Cabot Wealth Management
Massachusetts
$1.98M +$79.5K +2,542 +4%
SPA
37
Shore Point Advisors
New Jersey
$1.95M +$1.53M +48,997 +369%
CG
38
Colony Group
Massachusetts
$1.87M +$1.87M +59,917 New
Bank of America
39
Bank of America
North Carolina
$1.83M -$566K -18,106 -24%
ADL
40
Asset Dedication LLC
California
$1.82M -$53K -1,696 -3%
JWM
41
Janiczek Wealth Management
Colorado
$1.76M -$64.9K -1,971 -4%
RJA
42
Raymond James & Associates
Florida
$1.75M +$1.75M +56,053 New
WW
43
Waterfront Wealth
Kansas
$1.69M -$347K -10,299 -17%
CCMG
44
Clark Capital Management Group
Pennsylvania
$1.38M +$1.38M +44,139 New
FPAS
45
Focus Partners Advisor Solutions
Missouri
$1.35M -$703K -22,499 -34%
CIC
46
Cutler Investment Counsel
Oregon
$1.26M -$257K -8,209 -17%
NWM
47
Northwest Wealth Management
Iowa
$1.18M +$2.19K +70 +0.2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$1.18M +$544K +17,402 +86%
SWM
49
Seed Wealth Management
Illinois
$1.01M +$1.01M +32,405 New
BCG
50
Breakwater Capital Group
New Jersey
$989K +$989K +31,644 New
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