FNDC icon

Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

216 hedge funds and large institutions have $2.34B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
72
Reduced
58
Closed
17
Calls
$91K
Puts
–
Net Calls
+$91K
Net Calls Change
+$184K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.6M
4
MWM
4
Meridian Wealth Management
Kentucky
$2.81M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$9.98M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$8.11M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.38M
4
RPG
4
Resource Planning Group
Georgia
$4.39M
5
WFA
5
Wade Financial Advisory
California
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
26
Wade Financial Advisory
California
$5.16M -$1.12M -32,097 -18%
Creative Planning
27
Creative Planning
Kansas
$4.79M +$206K +5,911 +4%
RPG
28
Resource Planning Group
Georgia
$4.39M -$1.89M -54,178 -30%
BCG
29
Breakwater Capital Group
New Jersey
$3.74M -$2.56K -76 -0.1%
SPA
30
Shore Point Advisors
New Jersey
$3.67M +$1.04M +29,891 +40%
RJA
31
Raymond James & Associates
Florida
$3.64M +$1.13M +32,518 +45%
KLI
32
Kelman-Lazarov Inc
Tennessee
$3.53M +$675K +19,375 +24%
CICC
33
Capital Investment Counsel (Colorado)
Colorado
$3.44M +$3.44M +98,760 New
RLWM
34
RF&L Wealth Management
Massachusetts
$3.43M +$70.2K +2,015 +2%
MWP
35
Moller Wealth Partners
$3.01M +$213K +6,099 +8%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$2.99M +$10.2K +292 +0.3%
MWM
37
Meridian Wealth Management
Kentucky
$2.81M +$2.81M +80,618 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$2.8M +$27.2K +780 +1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.79M -$13.4K -383 -0.5%
SWM
40
Shakespeare Wealth Management
Wisconsin
$2.55M +$44.6K +1,278 +2%
SFP
41
Sterling Financial Planning
New Jersey
$2.53M -$86.3K -2,475 -3%
PP
42
PrairieView Partners
Minnesota
$2.39M -$42.4K -1,215 -2%
CWM
43
Cabot Wealth Management
Massachusetts
$2.19M +$28K +804 +1%
Bank of America
44
Bank of America
North Carolina
$1.9M +$110K +3,161 +6%
RF
45
RHS Financial
California
$1.75M +$209K +5,989 +14%
JWM
46
JPL Wealth Management
Colorado
$1.73M +$1.73M +49,670 New
JWM
47
Janiczek Wealth Management
Colorado
$1.7M -$88K -2,523 -5%
CIC
48
Cutler Investment Counsel
Oregon
$1.64M +$97.7K +2,804 +6%
ADL
49
Asset Dedication LLC
California
$1.53M -$144K -4,146 -9%
WW
50
Waterfront Wealth
Kansas
$1.44M +$11.4K +326 +0.8%
1
2
3 4 5