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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

249 hedge funds and large institutions have $2.01B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+20
Holders Change %
+8.73%
% of All Funds
3.32%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
88
Reduced
57
Closed
20
Calls
$75K
Puts
–
Net Calls
+$75K
Net Calls Change
+$37K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$43.2M
2
Cerity Partners
Cerity Partners
New York
$1.99M
3
GIA
GHP Investment Advisors
Colorado
$19.5M
4
SA
Shilanski & Associates
Alaska
$6.54M
5
LPL Financial
LPL Financial
California
$2.3M

Top Sellers

1
Charles Schwab
Charles Schwab
California
$1.64B
2
Jane Street
Jane Street
New York
$1.08M
3
DAS
Dynamic Advisor Solutions
Arizona
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.35M
5
CGL
Clarius Group LLC
Washington
$3.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBFP
76
Golden Bell Financial Planning
Georgia
$549K +$549K +16,078 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$546K +$9.29K +272 +2%
VFA
78
Valeo Financial Advisors
Indiana
$545K +$19.2K +563 +4%
Ameriprise
79
Ameriprise
Minnesota
$545K +$28.5K +834 +6%
KWA
80
Kingswood Wealth Advisors
California
$509K +$509K +14,920 New
YWM
81
Yoder Wealth Management
California
$501K -$74.1K -2,170 -13%
NRI
82
NFP Retirement Inc
California
$488K +$47.5K +1,390 +11%
DKCM
83
Davidson Kahn Capital Management
California
$475K +$475K +13,925 New
AA
84
Addison Advisors
Vermont
$470K -$70.3K -2,060 -13%
MWM
85
Meridian Wealth Management
Kentucky
$469K -$132K -3,853 -22%
FTUS
86
Flow Traders U.S.
New York
$454K -$3.2M -93,778 -88%
EWM
87
Empirical Wealth Management
Washington
$453K +$52.5K +1,537 +13%
CCMG
88
Clark Capital Management Group
Pennsylvania
$445K -$14.2K -417 -3%
BWM
89
BCS Wealth Management
Tennessee
$441K +$441K +12,924 New
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$421K +$14.2K +416 +3%
ULWM
91
Upper Left Wealth Management
Florida
$416K – – –
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$406K +$78.1K +2,289 +24%
CP
93
Creekside Partners
California
$390K +$5.22K +153 +1%
KP
94
Keel Point
Alabama
$381K -$11.3K -330 -3%
SFA
95
Sequoia Financial Advisors
Ohio
$380K +$47.7K +1,397 +14%
GFP
96
Guardian Financial Partners
California
$380K +$43.8K +1,284 +13%
WT
97
Whittier Trust
California
$366K +$366K +10,724 New
SAG
98
SageView Advisory Group
California
$345K +$1.4K +41 +0.4%
LFG
99
Larson Financial Group
Missouri
$342K +$218K +6,373 +175%
LJAC
100
L.J. Altfest & Co
New York
$328K – – –
2 3
4
5 6