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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

216 hedge funds and large institutions have $2.34B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
72
Reduced
58
Closed
17
Calls
$91K
Puts
–
Net Calls
+$91K
Net Calls Change
+$184K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.6M
4
MWM
4
Meridian Wealth Management
Kentucky
$2.81M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$9.98M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$8.11M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.38M
4
RPG
4
Resource Planning Group
Georgia
$4.39M
5
WFA
5
Wade Financial Advisory
California
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$615K -$242K -6,929 -28%
AIA
77
Alera Investment Advisors
Illinois
$601K – – –
SFS
78
Solitude Financial Services
Virginia
$598K -$16.9K -486 -3%
AA
79
Addison Advisors
Vermont
$569K -$275K -7,903 -33%
KP
80
Keel Point
Alabama
$532K +$183K +5,246 +52%
Osaic Holdings
81
Osaic Holdings
Arizona
$531K -$347K -9,960 -40%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$508K -$2.31K -66 -0.5%
AWM
83
Apollon Wealth Management
South Carolina
$465K +$465K +13,341 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$432K -$645K -18,488 -60%
Ameriprise
85
Ameriprise
Minnesota
$422K -$750K -21,510 -64%
AAS
86
Annex Advisory Services
Wisconsin
$382K – – –
BEAM
87
Baker Ellis Asset Management
Washington
$368K -$291K -8,350 -44%
EWM
88
Empirical Wealth Management
Washington
$365K +$25.5K +732 +8%
MFC
89
Morris Financial Concepts
South Carolina
$365K +$6.07K +174 +2%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$347K +$150K +4,313 +77%
LJAC
91
L.J. Altfest & Co
New York
$345K – – –
ULWM
92
Upper Left Wealth Management
Florida
$345K +$12.7K +363 +4%
SAG
93
SageView Advisory Group
California
$340K +$6.94K +204 +2%
Cerity Partners
94
Cerity Partners
New York
$339K +$339K +9,713 New
HWA
95
HHM Wealth Advisors
Tennessee
$336K -$3.49K -100 -1%
SLT
96
St Louis Trust
Missouri
$331K – – –
NRI
97
NFP Retirement Inc
California
$331K +$331K +9,500 New
LFA
98
Lauterbach Financial Advisors
Texas
$309K -$13.6K -390 -4%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$294K -$8.03K -230 -3%
SSW
100
Stone Summit Wealth
Florida
$291K -$20.6K -592 -7%
2 3
4
5 6