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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 %
LPAM
101
Lodestar Private Asset Management
California
$282K +$33.6K +963 +14%
PS
102
Principal Securities
Iowa
$281K +$281K +8,058 New
LAM
103
Lakewood Asset Management
Illinois
$271K -$593 -17 -0.2%
Prudential Financial
104
Prudential Financial
New Jersey
$267K +$267K +7,673 New
LFAS
105
Level Four Advisory Services
Texas
$262K +$70 +2 +0%
CCA
106
Clarity Capital Advisors
Florida
$258K +$258K +7,392 New
SFA
107
Sequoia Financial Advisors
Ohio
$257K -$22.6K -649 -8%
DWM
108
Dopkins Wealth Management
New York
$255K -$4.22K -121 -2%
RW
109
REDW Wealth
New Mexico
$252K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$248K +$114K +3,256 +84%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$248K -$21.1K -606 -8%
MGW
112
MB Generational Wealth
Washington
$248K +$248K +7,104 New
LIA
113
LBMC Investment Advisors
Tennessee
$246K – – –
Koshinski Asset Management
114
Koshinski Asset Management
Illinois
$234K +$234K +6,720 New
DWP
115
Destiny Wealth Partners
Florida
$228K -$21.4K -629 -9%
GFP
116
Guardian Financial Partners
California
$215K +$215K +6,164 New
MWM
117
MorganRosel Wealth Management
Colorado
$214K +$214K +6,152 New
WPC
118
Wedmont Private Capital
Pennsylvania
$212K +$212K +6,157 New
NFG
119
Nations Financial Group
Iowa
$203K +$203K +5,834 New
VCM
120
Versant Capital Management
Arizona
$175K +$3.63K +104 +2%
CFO
121
CVA Family Office
Colorado
$168K +$168K +4,806 New
EWA
122
EP Wealth Advisors
California
$145K +$1.22K +35 +0.9%
CA
123
Clearstead Advisors
Ohio
$144K +$137K +3,941 +2,189%
PCMC
124
Private Capital Management (Colorado)
Colorado
$118K -$31.7K -910 -21%
Wells Fargo
125
Wells Fargo
California
$112K +$4.39K +126 +4%
3 4
5
6 7