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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 27 closing their positions.

Holders
189
Holders Change
-14
Holders Change %
-6.9%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
67
Reduced
47
Closed
27
Calls
$3K
Puts
$96K
Net Calls
-$93K
Net Calls Change
-$93K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.77B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.75M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.33M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.53M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.75M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MWM
2
Merriman Wealth Management
Washington
$12.4M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$935K
5
MMA
5
Miracle Mile Advisors
California
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
51
Baird Financial Group
Wisconsin
$1.07M +$1.07M +33,220 New
SWM
52
Seed Wealth Management
Illinois
$1.03M – – –
AAS
53
Avantax Advisory Services
Texas
$1M +$176K +5,471 +21%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$992K -$772K -24,017 -44%
LPL Financial
55
LPL Financial
California
$981K +$110K +3,421 +13%
CCMG
56
Clark Capital Management Group
Pennsylvania
$935K -$966K -30,043 -51%
VT
57
Vise Technologies
New York
$906K +$231K +7,174 +34%
Mariner
58
Mariner
Kansas
$857K -$161K -5,019 -16%
Osaic Holdings
59
Osaic Holdings
Arizona
$810K -$177K -5,495 -18%
CAM
60
Cresset Asset Management
Illinois
$807K -$23.3K -724 -3%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$790K +$73.9K +2,299 +10%
AA
62
Addison Advisors
Vermont
$779K -$16.1K -500 -2%
AWM
63
Aspire Wealth Management
Massachusetts
$777K +$202K +6,297 +35%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$770K +$44.9K +1,398 +6%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$769K -$38.1K -1,187 -5%
SC
66
Savant Capital
Illinois
$738K +$738K +22,965 New
JCIA
67
Jackson Creek Investment Advisors
Colorado
$715K +$1.74K +54 +0.2%
TNA
68
True North Advisors
Texas
$706K -$106K -3,311 -13%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$703K -$32 -1 -0%
PA
70
PFG Advisors
Arizona
$696K +$163K +5,084 +31%
YWM
71
Yoder Wealth Management
California
$673K +$8.07K +251 +1%
NCM
72
Northland Capital Management
Minnesota
$667K +$667K +20,752 New
MWM
73
Moran Wealth Management
Florida
$651K – – –
SM
74
Sensible Money
Arizona
$640K -$132K -4,099 -17%
WP
75
WMS Partners
Maryland
$619K +$23.5K +732 +4%
1 2
3
4 5