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Schwab Fundamental International Small Company Index ETF

116 hedge funds and large institutions have $1.46B invested in Schwab Fundamental International Small Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.34B → $1.46B (+$115M)

1.91% more ownership

Funds ownership: 77.54%79.45% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less funds holding

Funds holding: 124116 (-8)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
116
Holders Change
-8
Holders Change %
-6.45%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
30
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$459K -$19.5K -666 -4%
PGAM
52
Princeton Global Asset Management
New Jersey
$306K +$27.9K +952 +10%
LJAC
53
L.J. Altfest & Co
New York
$296K +$291K +9,914 New
Osaic Holdings
54
Osaic Holdings
Arizona
$292K -$16.4K -560 -5%
LPL Financial
55
LPL Financial
California
$291K +$45.4K +1,550 +19%
Ameriprise
56
Ameriprise
Minnesota
$288K -$35.1K -1,198 -11%
Lido Advisors
57
Lido Advisors
California
$245K
KCPG
58
Kavar Capital Partners Group
Kansas
$245K +$240K +8,200 New
Wealthfront Advisers
59
Wealthfront Advisers
California
$214K +$210K +7,163 New
HWA
60
HHM Wealth Advisors
Tennessee
$212K -$268K -9,155 -56%
JWS
61
Juncture Wealth Strategies
Arizona
$206K -$20.8K -709 -9%
PA
62
Parallel Advisors
California
$203K -$13.2K -452 -6%
VCM
63
Versant Capital Management
Arizona
$165K -$7.53K -257 -4%
VNA
64
Valley National Advisers
Pennsylvania
$90K -$11.8K -404 -12%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$84K -$10.5K -357 -11%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$70K +$46.8K +1,597 +211%
Wells Fargo
67
Wells Fargo
California
$60K -$118K -4,033 -67%
LGWM
68
Litman Gregory Wealth Management
California
$54K
VFA
69
Valeo Financial Advisors
Indiana
$42K -$34.4K -1,172 -45%
CFO
70
CVA Family Office
Colorado
$42K -$25.5K -870 -38%
AIP
71
Ameritas Investment Partners
Nebraska
$39K
KCM
72
Kathmere Capital Management
Pennsylvania
$36K +$34.9K +1,189 New
FPFS
73
First Personal Financial Services
North Carolina
$32K
GT
74
Glenmede Trust
Pennsylvania
$24K +$24.4K +832 New
FA
75
Faithward Advisors
Pennsylvania
$23K -$40.8K -1,393 -65%

FNDC Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q3 2020, worth a combined $1.46B — up 8.6% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FNDC and 17 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 30 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $19.7M. The largest seller was Capital One Financial, cutting an estimated $12.3M.

  • 116 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q3 2020, down from 124 in Q2 2020.
  • Funds reported $1.46B of Schwab Fundamental International Small Company Index ETF stock for Q3 2020, up 8.6% quarter-over-quarter.
  • 17 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q3 2020 and 22 closed out, a net change of -5 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q3 2020 was Charles Schwab Investment Advisory, an estimated $19.7M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q3 2020 was Capital One Financial, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2020.