We are live on ! Find out more
FNDC icon

Schwab Fundamental International Small Company Index ETF

226 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

30% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 27

28% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 58

3% more funds holding

Funds holding: 220226 (+6)

1% more capital invested

Capital invested by funds: $2.31B → $2.33B (+$20.1M)

0.75% more ownership

Funds ownership: 69.72%70.48% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% 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
Name Holding Trade Value Shares
Change
Change in
Stake
MG
151
Mather Group
Illinois
$34.3K +$6.02K +171 +21%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$34K -$72.1K -2,046 -68%
ACA
153
Aptus Capital Advisors
Alabama
$33.1K +$22.9K +650 +215%
FGAM
154
Financial Gravity Asset Management
Texas
$29.8K
SWM
155
Spire Wealth Management
Virginia
$25.7K -$83.9K -2,383 -76%
WP
156
WealthShield Partners
North Carolina
$24.5K
Wells Fargo
157
Wells Fargo
California
$22.5K -$12.8K -362 -36%
BCWM
158
Bartlett & Co Wealth Management
Ohio
$22.2K
VNA
159
Valley National Advisers
Pennsylvania
$22K
SPIA
160
Steward Partners Investment Advisory
New York
$20.9K
HI
161
Harbour Investments
Wisconsin
$20.1K
PMFA
162
Plante Moran Financial Advisors
Michigan
$19.8K -$1.41K -40 -7%
TCM
163
TruNorth Capital Management
Michigan
$18.2K
AC
164
AlphaCore Capital
California
$17.2K -$44.3K -1,259 -72%
IHWM
165
Iron Horse Wealth Management
Iowa
$16.9K +$17.1K +486 New
CFD
166
Creative Financial Designs
Indiana
$16.7K
CB
167
CNB Bank
Pennsylvania
$16.2K +$16.4K +467 New
ACA
168
American Capital Advisory
Idaho
$16.1K +$493 +14 +3%
FWP
169
FAS Wealth Partners
Kansas
$15.8K
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.5K
TWP
171
Triad Wealth Partners
Kansas
$13.6K +$13.8K +392 New
HPIA
172
Hamilton Point Investment Advisors
North Carolina
$13.6K
SP
173
SWS Partners
Ohio
$12K +$12.2K +346 New
TIM
174
Tortoise Investment Management
New York
$12K
GFPC
175
Global Financial Private Client
Florida
$11.9K

FNDC Hedge Fund Activity: Q2 2024 in Review

226 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q2 2024, worth a combined $2.33B — up 0.87% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FNDC positions and 27 closed out — a net gain of 8 holders — while 74 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $1.97B. The largest seller was Lincoln National Corp, exiting entirely with an estimated $9.38M sold.

  • 226 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q2 2024, up from 220 in Q1 2024.
  • Funds reported $2.33B of Schwab Fundamental International Small Company Index ETF stock for Q2 2024, up 0.87% quarter-over-quarter.
  • 35 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q2 2024 and 27 closed out, a net change of +8 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.97B added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q2 2024 was Lincoln National Corp, an estimated $9.38M sold.

Based on aggregated 13F filings for Q2 2024.