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

Top Sellers

1
LNC
Lincoln National Corp
Pennsylvania
$0
2
UCFA
United Capital Financial Advisors
Texas
$297K
3
DAS
Dynamic Advisor Solutions
Arizona
$5.13M
4
EWA
Exencial Wealth Advisors
Oklahoma
$23.3M
5
FFO
Fortitude Family Office
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$34K -$71.8K -2,046 -68%
ACA
152
Aptus Capital Advisors
Alabama
$33.1K +$22.6K +650 +215%
FGAM
153
Financial Gravity Asset Management
Texas
$29.8K – – –
SWM
154
Spire Wealth Management
Virginia
$25.7K -$82.8K -2,383 -76%
WP
155
WealthShield Partners
North Carolina
$24.5K – – –
Wells Fargo
156
Wells Fargo
California
$22.5K -$12.6K -362 -36%
BCWM
157
Bartlett & Co Wealth Management
Ohio
$22.2K – – –
VNA
158
Valley National Advisers
Pennsylvania
$22K – – –
SPIA
159
Steward Partners Investment Advisory
New York
$20.9K – – –
HI
160
Harbour Investments
Wisconsin
$20.1K – – –
PMFA
161
Plante Moran Financial Advisors
Michigan
$19.8K -$1.39K -40 -7%
TCM
162
TruNorth Capital Management
Michigan
$18.2K – – –
AC
163
AlphaCore Capital
California
$17.2K -$44.1K -1,259 -72%
IHWM
164
Iron Horse Wealth Management
Iowa
$16.9K +$16.9K +486 New
CFD
165
Creative Financial Designs
Indiana
$16.7K – – –
CB
166
CNB Bank
Pennsylvania
$16.2K +$16.2K +467 New
ACA
167
American Capital Advisory
Idaho
$16.1K +$488 +14 +3%
FWP
168
FAS Wealth Partners
Kansas
$15.8K – – –
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.5K – – –
TWP
170
Triad Wealth Partners
Kansas
$13.6K +$13.6K +392 New
HPIA
171
Hamilton Point Investment Advisors
North Carolina
$13.6K – – –
SP
172
SWS Partners
Ohio
$12K +$12K +346 New
TIM
173
Tortoise Investment Management
New York
$12K – – –
GFPC
174
Global Financial Private Client
Florida
$11.9K – – –
KFI
175
Key Financial Inc
Pennsylvania
$11.6K – – –
5 6
7
8 9