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Schwab Fundamental International Small Company Index ETF

197 hedge funds and large institutions have $2.06B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 52

17% more capital invested

Capital invested by funds: $1.76B → $2.06B (+$301M)

15% more funds holding

Funds holding: 171197 (+26)

0.23% less ownership

Funds ownership: 77.34%77.11% (-0.23%)

Holders
197
Holders Change
+26
Holders Change %
+15.2%
% of All Funds
3.17%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
61
Reduced
52
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
151
Heritage Wealth Management (Arizona)
Arizona
$9.38K +$4.46K +150 +100%
LSA
152
Lansing Street Advisors
Pennsylvania
$8.09K +$149 +5 +2%
CI
153
Cordant Inc
Oregon
$7.1K
HBW
154
Hazlett, Burt & Watson
West Virginia
$7K +$3.87K +130 +157%
SPIA
155
Steward Partners Investment Advisory
New York
$6.82K +$2.47K +83 +61%
ATC
156
Adirondack Trust Company
New York
$6.72K
CA
157
Clearstead Advisors
Ohio
$5.5K
FMP
158
Financial Management Professionals
Texas
$5K +$3.9K +131 +312%
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.81K +$4.58K +154 New
GT
160
Glenmede Trust
Pennsylvania
$4.63K
WWM
161
Wolff Wiese Magana
California
$4.38K
LWA
162
Lowe Wealth Advisors
Maryland
$4.25K
FP
163
Financial Perspectives
Minnesota
$4.22K
MIA
164
Milestone Investment Advisors
Wisconsin
$4.06K +$3.87K +130 New
EWM
165
Endurance Wealth Management
Rhode Island
$4K +$3.51K +118 New
KFI
166
Key Financial Inc
Pennsylvania
$3.62K
TCWA
167
Ten Capital Wealth Advisors
Washington
$3.38K
HFS
168
Hantz Financial Services
Michigan
$3K -$595 -20 -16%
BWM
169
BerganKDV Wealth Management
Minnesota
$2.81K +$2.68K +90 New
GI
170
Gradient Investments
Minnesota
$2.63K +$2.5K +84 New
Citigroup
171
Citigroup
New York
$2.44K -$30 -1 -1%
US Bancorp
172
US Bancorp
Minnesota
$2.31K -$327 -11 -13%
JWA
173
JFS Wealth Advisors
Pennsylvania
$2.1K +$30 +1 +2%
AW
174
Avion Wealth
Texas
$2K
FCAS
175
First Command Advisory Services
Texas
$2K +$6.19K +208 New

FNDC Hedge Fund Activity: Q4 2022 in Review

197 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q4 2022, worth a combined $2.06B — up 17% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FNDC positions and 17 closed out — a net gain of 28 holders — while 61 added to existing stakes and 52 trimmed.

The largest buyer was Jane Street, adding an estimated $20.9M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $9.89M.

  • 197 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q4 2022, up from 171 in Q3 2022.
  • Funds reported $2.06B of Schwab Fundamental International Small Company Index ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 45 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q4 2022 and 17 closed out, a net change of +28 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q4 2022 was Jane Street, an estimated $20.9M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q4 2022 was Charles Schwab Investment Advisory, an estimated $9.89M sold.

Based on aggregated 13F filings for Q4 2022.