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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

249 hedge funds and large institutions have $2.01B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+20
Holders Change %
+8.73%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
88
Reduced
57
Closed
20
Calls
$75K
Puts
–
Net Calls
+$75K
Net Calls Change
+$37K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$43.2M
2
Cerity Partners
Cerity Partners
New York
$1.99M
3
GIA
GHP Investment Advisors
Colorado
$19.5M
4
SA
Shilanski & Associates
Alaska
$6.54M
5
LPL Financial
LPL Financial
California
$2.3M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.64B
2
Jane Street
Jane Street
New York
$1.08M
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.35M
5
CGL
Clarius Group LLC
Washington
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSF
26
Grove Street Fiduciary
New Hampshire
$3.63M +$3.63M +106,264 New
CA
27
Clune & Associates
Illinois
$3.54M +$3.54M +103,571 New
CGL
28
Clarius Group LLC
Washington
$3.27M -$4.81M -140,965 -60%
WFA
29
Wade Financial Advisory
California
$3.16M +$168K +4,922 +6%
MWP
30
Moller Wealth Partners
$3.05M +$23.9K +699 +0.8%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.84M +$29.1K +853 +1%
IWC
32
Integrated Wealth Concepts
Massachusetts
$2.71M +$58.4K +1,711 +2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.7M +$5.77K +169 +0.2%
SFP
34
Sterling Financial Planning
New Jersey
$2.63M +$322K +9,445 +14%
Bank of America
35
Bank of America
North Carolina
$2.47M +$220K +6,438 +10%
QWM
36
Quadcap Wealth Management
Texas
$2.33M -$145K -4,246 -6%
LPL Financial
37
LPL Financial
California
$2.3M +$778K +22,777 +51%
PP
38
PrairieView Partners
Minnesota
$2.18M -$66.2K -1,940 -3%
Cerity Partners
39
Cerity Partners
New York
$1.99M +$1.74M +50,856 +693%
VWA
40
Valued Wealth Advisors
Utah
$1.97M +$218K +6,379 +12%
MA
41
McGrath & Associates
North Carolina
$1.92M +$1.92M +56,201 New
FPAS
42
Focus Partners Advisor Solutions
Missouri
$1.91M +$40.6K +1,188 +2%
CWM
43
Cabot Wealth Management
Massachusetts
$1.9M -$195K -5,724 -9%
SWM
44
Shakespeare Wealth Management
Wisconsin
$1.74M -$144K -4,224 -8%
CIC
45
Cutler Investment Counsel
Oregon
$1.69M -$71.7K -2,099 -4%
Citadel Advisors
46
Citadel Advisors
Florida
$1.49M +$1.3K +38 +0.1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$1.45M -$465K -13,613 -24%
CAM
48
Cresset Asset Management
Illinois
$1.4M +$888 +26 +0.1%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.35M -$5.18M -151,606 -79%
ADL
50
Asset Dedication LLC
California
$1.3M -$89.4K -2,620 -6%
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