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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

175 hedge funds and large institutions have $2.18B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
60
Reduced
40
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.87B
2
EWA
Exencial Wealth Advisors
Oklahoma
$24.4M
3
Jane Street
Jane Street
New York
$2.47M
4
Ameriprise
Ameriprise
Minnesota
$2.81M
5
UCFA
United Capital Financial Advisors
Texas
$29.2M

Top Sellers

1
CST
Charles Schwab Trust
Nevada
$372K
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
MWM
Merriman Wealth Management
Washington
$23.2M
4
1WM
1900 Wealth Management
Texas
$2.01M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
76
Lauterbach Financial Advisors
Texas
$320K +$320K +8,555 New
DWM
77
Dopkins Wealth Management
New York
$308K +$308K +8,224 New
Osaic Holdings
78
Osaic Holdings
Arizona
$307K +$168K +4,496 +121%
CFO
79
CVA Family Office
Colorado
$305K +$252K +6,739 +477%
SSW
80
Stone Summit Wealth
Florida
$304K +$304K +7,970 New
CP
81
Camelot Portfolios
Ohio
$288K -$14.4K -384 -5%
BEAM
82
Baker Ellis Asset Management
Washington
$284K -$1.87K -50 -0.7%
LFAS
83
Level Four Advisory Services
Texas
$278K – – –
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$268K -$823 -22 -0.3%
LIA
85
LBMC Investment Advisors
Tennessee
$264K -$31.1K -832 -11%
BJL
86
Brighton Jones LLC
Washington
$257K +$5.12K +137 +2%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$254K +$17.6K +472 +7%
MFC
88
Morris Financial Concepts
South Carolina
$254K +$254K +6,793 New
CAG
89
Curtis Advisory Group
California
$247K -$381K -10,196 -61%
KA
90
Klingman & Associates
New York
$241K – – –
AAS
91
Avantax Advisory Services
Texas
$236K +$236K +6,318 New
Baird Financial Group
92
Baird Financial Group
Wisconsin
$236K +$236K +6,321 New
AWM
93
Aspire Wealth Management
Massachusetts
$234K +$234K +6,255 New
RW
94
REDW Wealth
New Mexico
$228K – – –
SC
95
Savant Capital
Illinois
$215K +$215K +5,760 New
PWA
96
Pillar Wealth Advisors
Pennsylvania
$213K +$213K +5,689 New
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$208K +$859 +23 +0.4%
SW
98
SVB Wealth
Massachusetts
$207K -$11.4K -305 -5%
VCM
99
Versant Capital Management
Arizona
$197K +$5.98K +160 +3%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$194K +$23.6K +628 +14%
2 3
4
5 6