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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 %
BEAM
76
Baker Ellis Asset Management
Washington
$607K – – –
SFS
77
Solitude Financial Services
Virginia
$567K +$31.5K +980 +6%
AIA
78
Alera Investment Advisors
Illinois
$554K – – –
OMC
79
Old Mission Capital
Illinois
$545K +$249K +7,750 +84%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$491K +$12.3K +366 +3%
AAS
81
Annex Advisory Services
Wisconsin
$352K -$28.3K -882 -7%
MFC
82
Morris Financial Concepts
South Carolina
$331K +$6.52K +203 +2%
KP
83
Keel Point
Alabama
$322K -$4.63K -144 -1%
LJAC
84
L.J. Altfest & Co
New York
$318K -$3.15K -98 -1%
SAG
85
SageView Advisory Group
California
$315K – – –
EWM
86
Empirical Wealth Management
Washington
$313K -$152K -4,728 -33%
HWA
87
HHM Wealth Advisors
Tennessee
$313K -$4.73K -147 -1%
ULWM
88
Upper Left Wealth Management
Florida
$306K -$15K -467 -5%
SLT
89
St Louis Trust
Missouri
$305K – – –
1WM
90
1900 Wealth Management
Texas
$300K -$157K -4,885 -34%
LFA
91
Lauterbach Financial Advisors
Texas
$297K – – –
SSW
92
Stone Summit Wealth
Florida
$288K +$4.85K +151 +2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$278K -$8.51K -265 -3%
SFA
94
Sequoia Financial Advisors
Ohio
$258K +$25K +779 +11%
LAM
95
Lakewood Asset Management
Illinois
$250K +$5.63K +175 +2%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$248K +$38.7K +1,206 +18%
Citadel Advisors
97
Citadel Advisors
Florida
$248K +$248K +7,714 New
LFAS
98
Level Four Advisory Services
Texas
$241K -$611 -19 -0.3%
DWM
99
Dopkins Wealth Management
New York
$239K +$3.89K +121 +2%
DWP
100
Destiny Wealth Partners
Florida
$235K – – –
2 3
4
5 6