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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.

New
Increased
Maintained
Reduced
Closed
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 %
NWM
51
Northwest Wealth Management
Iowa
$1.3M -$12.1K -347 -0.9%
WW
52
Waterfront Wealth
Kansas
$1.26M -$9.98K -287 -0.8%
SWM
53
Seed Wealth Management
Illinois
$1.11M -$3.48K -100 -0.3%
MMA
54
Miracle Mile Advisors
California
$1.08M -$1.43K -41 -0.1%
RF
55
RHS Financial
California
$995K -$275K -7,901 -22%
VT
56
Vise Technologies
New York
$972K +$26.1K +750 +3%
HighTower Advisors
57
HighTower Advisors
Illinois
$966K -$104K -2,985 -10%
BlackRock
58
BlackRock
New York
$923K +$923K +26,552 +379,314%
Baird Financial Group
59
Baird Financial Group
Wisconsin
$912K -$12.3K -355 -1%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$911K +$14.5K +417 +2%
Mariner
61
Mariner
Kansas
$911K +$43.2K +1,242 +5%
SC
62
Savant Capital
Illinois
$888K +$120K +3,454 +16%
TNA
63
True North Advisors
Texas
$880K +$10.3K +295 +1%
PA
64
PFG Advisors
Arizona
$879K -$54.6K -1,570 -6%
JCIA
65
Jackson Creek Investment Advisors
Colorado
$789K +$4.97K +143 +0.6%
NCM
66
Northland Capital Management
Minnesota
$778K +$33.3K +959 +4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$714K -$6.29K -181 -0.9%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$704K +$158K +4,372 +29%
YWM
69
Yoder Wealth Management
California
$702K – – –
SM
70
Sensible Money
Arizona
$683K -$4.03K -116 -0.6%
AIA
71
Alera Investment Advisors
Illinois
$599K – – –
HCP
72
Hardin Capital Partners
South Carolina
$570K +$570K +16,395 New
AA
73
Addison Advisors
Vermont
$550K -$7.13K -205 -1%
VFA
74
Valeo Financial Advisors
Indiana
$536K +$536K +15,410 New
CPG
75
Cornerstone Planning Group
New Jersey
$514K +$514K +15,188 New
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3
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