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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 %
BEAM
101
Baker Ellis Asset Management
Washington
$326K – – –
SLT
102
St Louis Trust
Missouri
$325K – – –
KPP
103
Kings Path Partners
Texas
$316K -$34 -1 -0%
MFC
104
Morris Financial Concepts
South Carolina
$308K +$307 +9 +0.1%
LFA
105
Lauterbach Financial Advisors
Texas
$302K +$7.37K +216 +3%
UCFA
106
United Capital Financial Advisors
Texas
$302K -$8.36K -245 -3%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$299K – – –
FNC
108
First National Corp
Massachusetts
$298K +$298K +8,737 New
LPAM
109
Lodestar Private Asset Management
California
$293K +$7.51K +220 +3%
AC
110
Annandale Capital
Texas
$292K – – –
MPW
111
Magnolia Private Wealth
Pennsylvania
$290K +$290K +8,507 New
VBFG
112
Vishria Bird Financial Group
Tennessee
$270K -$28K -821 -9%
CCA
113
Clarity Capital Advisors
Florida
$261K +$7.07K +207 +3%
LAM
114
Lakewood Asset Management
Illinois
$257K -$24.5K -718 -9%
LFAS
115
Level Four Advisory Services
Texas
$256K +$102 +3 +0%
DWM
116
Dopkins Wealth Management
New York
$249K – – –
CA
117
CoreCap Advisors
Michigan
$248K +$143K +4,198 +136%
HWA
118
HHM Wealth Advisors
Tennessee
$245K – – –
PS
119
Principal Securities
Iowa
$244K +$31.4K +919 +15%
MGW
120
MB Generational Wealth
Washington
$243K – – –
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$242K +$57.3K +1,679 +31%
LIA
122
LBMC Investment Advisors
Tennessee
$241K – – –
SSW
123
Stone Summit Wealth
Florida
$241K -$43.1K -1,263 -15%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$227K +$34.3K +1,005 +18%
PCMC
125
Paragon Capital Management (Colorado)
Colorado
$219K – – –
3 4
5
6 7