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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.

New
Increased
Maintained
Reduced
Closed
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
Jane Street
New York
$54.2M
2
Citadel Advisors
Citadel Advisors
Florida
$18.1M
3
Morgan Stanley
Morgan Stanley
New York
$15.6M
4
MWM
Meridian Wealth Management
Kentucky
$2.81M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$9.98M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$8.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.38M
4
RPG
Resource Planning Group
Georgia
$4.39M
5
WFA
Wade Financial Advisory
California
$5.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
151
Bartlett & Co Wealth Management
Ohio
$22.1K -$6.14K -176 -22%
BC
152
Bartlett & Co
Ohio
$22K -$6.1K -176 -22%
HI
153
Harbour Investments
Wisconsin
$20.2K -$5.36K -154 -21%
SSB
154
Sandy Spring Bank
Maryland
$19.1K – – –
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$18.3K +$314 +9 +2%
CFD
156
Creative Financial Designs
Indiana
$17.7K +$523 +15 +3%
AC
157
AlphaCore Capital
California
$16.8K -$54K -1,550 -76%
CCM
158
Chilton Capital Management
Texas
$16.4K -$3.38K -97 -17%
PMFA
159
Plante Moran Financial Advisors
Michigan
$16.1K +$13.9K +399 +644%
ACA
160
American Capital Advisory
Idaho
$16.1K +$16.1K +461 New
FWP
161
FAS Wealth Partners
Kansas
$15.9K +$15.9K +455 New
IRC
162
Investors Research Corp
Georgia
$14.6K -$976 -28 -6%
RG
163
Retirement Group
California
$13.7K – – –
HPIA
164
Hamilton Point Investment Advisors
North Carolina
$13.5K +$13.5K +387 New
TIM
165
Tortoise Investment Management
New York
$12K – – –
GFPC
166
Global Financial Private Client
Florida
$12K – – –
KFI
167
Key Financial Inc
Pennsylvania
$11.6K – – –
AIM
168
Anchor Investment Management
South Carolina
$10.5K – – –
AEPWM
169
Atlantic Edge Private Wealth Management
Florida
$9.8K +$9.8K +281 New
BCPWM
170
Bradley & Co Private Wealth Management
Florida
$9.31K +$9.31K +267 New
ACA
171
Aptus Capital Advisors
Alabama
$9.24K – – –
Comerica Bank
172
Comerica Bank
Texas
$8.92K -$2.44K -70 -21%
MSWM
173
McGlone Suttner Wealth Management
Wisconsin
$8.13K +$8.13K +233 New
CI
174
Cordant Inc
Oregon
$7.91K – – –
SPIA
175
Steward Partners Investment Advisory
New York
$7.6K – – –
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