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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
KFI
176
Key Financial Inc
Pennsylvania
$11.6K
AIM
177
Anchor Investment Management
South Carolina
$10.4K
SIC
178
SJS Investment Consulting
Ohio
$10.4K +$1.87K +53 +22%
S
179
SignatureFD
Georgia
$10.4K +$9.33K +265 +803%
CA
180
Continuum Advisory
Idaho
$8.83K +$1.76K +50 +25%
SFC
181
SYM Financial Corp
Indiana
$8.76K +$8.88K +252 New
CAS
182
Coppell Advisory Solutions
Texas
$8.31K +$8.42K +239 New
GI
183
Gradient Investments
Minnesota
$7.96K +$1.94K +55 +32%
BWL
184
Bogart Wealth LLC
Virginia
$7.92K +$8.03K +228 New
CI
185
Cordant Inc
Oregon
$7.89K
ATPW
186
Ashton Thomas Private Wealth
Arizona
$7.54K +$7.64K +217 New
ATC
187
Adirondack Trust Company
New York
$7.47K
KWAG
188
Kiely Wealth Advisory Group
North Carolina
$6.81K
GWS
189
Glassman Wealth Services
Virginia
$6.71K
RF
190
Robinswood Financial
Washington
$6.43K
FPF
191
First Pacific Financial
Washington
$6.28K -$3.66K -104 -36%
WWM
192
Wolff Wiese Magana
California
$4.87K
FP
193
Financial Perspectives
Minnesota
$4.69K
MIA
194
Milestone Investment Advisors
Wisconsin
$4.52K
EWP
195
Elevation Wealth Partners
California
$4.45K
US Bancorp
196
US Bancorp
Minnesota
$4.28K +$4.33K +123 New
AIC
197
Archer Investment Corporation
Indiana
$4.17K
IAIM
198
International Assets Investment Management
Florida
$4.03K +$4.09K +116 New
IRC
199
Investors Research Corp
Georgia
$3.93K
DFA
200
DHJJ Financial Advisors
Illinois
$3.48K +$3.52K +100 New

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.