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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

224 hedge funds and large institutions have $2.33B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 27 closing their positions.

Holders
224
Holders Change
+6
Holders Change %
+2.75%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
74
Reduced
58
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.94B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.7M
3
Jane Street
3
Jane Street
New York
$27.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.3M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$297K
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.13M
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$23.3M
5
FFO
5
Fortitude Family Office
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$5.13M -$2.25M -64,664 -30%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$4.38M -$732K -21,062 -14%
BCG
28
Breakwater Capital Group
New Jersey
$4.22M +$451K +12,973 +12%
RJA
29
Raymond James & Associates
Florida
$4.07M +$129K +3,718 +3%
RLWM
30
RF&L Wealth Management
Massachusetts
$3.6M +$65.6K +1,888 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$3.54M +$547K +15,730 +18%
MWP
32
Moller Wealth Partners
$3.06M +$24K +691 +0.8%
WFA
33
Wade Financial Advisory
California
$2.97M -$60.1K -1,729 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.81M +$44.5K +1,279 +2%
IWC
35
Integrated Wealth Concepts
Massachusetts
$2.62M -$278K -8,002 -10%
SFP
36
Sterling Financial Planning
New Jersey
$2.41M -$32K -920 -1%
PP
37
PrairieView Partners
Minnesota
$2.37M -$35.9K -1,033 -1%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.36M +$1.4M +40,341 +147%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$2.15M -$61.7K -1,775 -3%
SWM
40
Shakespeare Wealth Management
Wisconsin
$2.13M -$279K -8,026 -12%
CWM
41
Cabot Wealth Management
Massachusetts
$2.12M -$145K -4,179 -6%
Bank of America
42
Bank of America
North Carolina
$2.04M +$36.1K +1,038 +2%
QWM
43
Quadcap Wealth Management
Texas
$1.97M +$1.97M +56,539 New
CIC
44
Cutler Investment Counsel
Oregon
$1.85M +$74.5K +2,127 +4%
JWM
45
Janiczek Wealth Management
Colorado
$1.76M +$21.9K +627 +1%
VWA
46
Valued Wealth Advisors
Utah
$1.66M +$153K +4,380 +10%
ADL
47
Asset Dedication LLC
California
$1.5M -$21.9K -631 -1%
CAM
48
Cresset Asset Management
Illinois
$1.43M – – –
LPL Financial
49
LPL Financial
California
$1.41M +$30K +863 +2%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.39M +$631K +18,147 +83%
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