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Schwab Fundamental International Small Company Index ETF

201 hedge funds and large institutions have $2.13B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

2% more funds holding

Funds holding: 197201 (+4)

4% more capital invested

Capital invested by funds: $2.06B → $2.13B (+$75.3M)

3.71% less ownership

Funds ownership: 77.11%73.4% (-3.7%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
201
Holders Change
+4
Holders Change %
+2.03%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
30
Increased
63
Reduced
52
Closed
23
Calls
$83K
Puts
Net Calls
+$83K
Net Calls Change
+$83K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$3.98M +$192K +5,851 +5%
DAS
27
Dynamic Advisor Solutions
Arizona
$3.71M +$865K +26,376 +31%
IWC
28
Integrated Wealth Concepts
Massachusetts
$3.19M +$141K +4,288 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.07M +$2.87M +87,654 +1,753%
RLWM
30
RF&L Wealth Management
Massachusetts
$3M +$42.3K +1,290 +1%
MWP
31
Moller Wealth Partners
$2.68M +$44.9K +1,368 +2%
SWM
32
Shakespeare Wealth Management
Wisconsin
$2.57M -$271K -8,264 -10%
SFP
33
Sterling Financial Planning
New Jersey
$2.56M -$53.4K -1,628 -2%
PP
34
PrairieView Partners
Minnesota
$2.49M -$105K -3,213 -4%
KLI
35
Kelman-Lazarov Inc
Tennessee
$2.43M +$60.8K +1,853 +3%
BCG
36
Breakwater Capital Group
New Jersey
$2.36M +$1.3M +39,563 +125%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.34M +$1.08M +32,915 +87%
OMC
38
Old Mission Capital
Illinois
$2.28M +$2.26M +68,918 New
SPA
39
Shore Point Advisors
New Jersey
$2.16M +$94.8K +2,889 +5%
RJA
40
Raymond James & Associates
Florida
$2.15M +$289K +8,808 +16%
CWM
41
Cabot Wealth Management
Massachusetts
$2.09M -$11.5K -351 -0.6%
CCMG
42
Clark Capital Management Group
Pennsylvania
$1.97M +$503K +15,337 +35%
Bank of America
43
Bank of America
North Carolina
$1.95M +$4.76K +145 +0.2%
ADL
44
Asset Dedication LLC
California
$1.91M -$16.1K -492 -0.8%
JWM
45
Janiczek Wealth Management
Colorado
$1.74M -$60.1K -1,833 -3%
WW
46
Waterfront Wealth
Kansas
$1.58M -$73.5K -2,240 -4%
FPAS
47
Focus Partners Advisor Solutions
Missouri
$1.5M +$64.1K +1,953 +5%
CIC
48
Cutler Investment Counsel
Oregon
$1.4M +$67K +2,044 +5%
Renaissance Technologies
49
Renaissance Technologies
New York
$1.35M +$746K +22,751 +127%
NWM
50
Northwest Wealth Management
Iowa
$1.29M +$34.6K +1,054 +3%

FNDC Hedge Fund Activity: Q1 2023 in Review

201 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q1 2023, worth a combined $2.13B — up 3.7% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new FNDC positions and 23 closed out — a net gain of 7 holders — while 63 added to existing stakes and 52 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $10.8M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $41.1M.

  • 201 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q1 2023, up from 197 in Q4 2022.
  • Funds reported $2.13B of Schwab Fundamental International Small Company Index ETF stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 30 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q1 2023 and 23 closed out, a net change of +7 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q1 2023 was Flow Traders U.S., an estimated $10.8M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q1 2023 was Charles Schwab Investment Advisory, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2023.