FNDC icon

Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

224 hedge funds and large institutions have $2.33B invested in Schwab Fundamental International Small Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 74 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+6
Holders Change %
+2.75%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
35
Increased
74
Reduced
58
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$1.94B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.7M
3
Jane Street
3
Jane Street
New York
$27.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$16.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.3M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
UCFA
2
United Capital Financial Advisors
Texas
$297K
3
DAS
3
Dynamic Advisor Solutions
Arizona
$5.13M
4
EWA
4
Exencial Wealth Advisors
Oklahoma
$23.3M
5
FFO
5
Fortitude Family Office
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$300K -$87.7K -2,525 -23%
AC
102
Annandale Capital
Texas
$297K +$297K +8,550 New
UCFA
103
United Capital Financial Advisors
Texas
$297K -$5.06M -145,498 -94%
LAM
104
Lakewood Asset Management
Illinois
$285K – – –
LPAM
105
Lodestar Private Asset Management
California
$280K -$2.43K -70 -0.9%
SFA
106
Sequoia Financial Advisors
Ohio
$274K +$36.1K +1,039 +15%
PWM
107
Power Wealth Management
Georgia
$272K +$272K +7,823 New
LFAS
108
Level Four Advisory Services
Texas
$261K – – –
CCA
109
Clarity Capital Advisors
Florida
$257K – – –
DWM
110
Dopkins Wealth Management
New York
$254K -$4.21K -121 -2%
RW
111
REDW Wealth
New Mexico
$251K – – –
HWA
112
HHM Wealth Advisors
Tennessee
$249K -$26.3K -756 -10%
MGW
113
MB Generational Wealth
Washington
$247K – – –
LIA
114
LBMC Investment Advisors
Tennessee
$245K – – –
PCMC
115
Paragon Capital Management (Colorado)
Colorado
$223K -$151K -4,335 -40%
NFG
116
Nations Financial Group
Iowa
$209K +$6.64K +191 +3%
AAS
117
Annex Advisory Services
Wisconsin
$208K -$139K -3,986 -40%
LFG
118
Larson Financial Group
Missouri
$207K +$163K +4,684 +367%
CFA
119
Cahill Financial Advisors
Minnesota
$206K +$206K +5,935 New
WPC
120
Wedmont Private Capital
Pennsylvania
$201K +$201K +5,538 New
PS
121
Principal Securities
Iowa
$199K -$54.9K -1,579 -22%
VCM
122
Versant Capital Management
Arizona
$193K +$11.3K +325 +6%
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$135K -$19.6K -565 -13%
AWM
124
Aspire Wealth Management
Massachusetts
$134K – – –
PCMC
125
Private Capital Management (Colorado)
Colorado
$123K +$8.1K +233 +7%
3 4
5
6 7