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Schwab Fundamental International Small Company Index ETF

124 hedge funds and large institutions have $1.42B invested in Schwab Fundamental International Small Company Index ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

71% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 28

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

9% more funds holding

Funds holding: 114124 (+10)

5% more capital invested

Capital invested by funds: $1.34B → $1.42B (+$73M)

0.04% less ownership

Funds ownership: 72.05%72.02% (-0.04%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $704K

Holders
124
Holders Change
+10
Holders Change %
+8.77%
% of All Funds
2.69%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
22
Increased
48
Reduced
28
Closed
11
Calls
Puts
$704K
Net Calls
-$704K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.15B +$45.2M +1,455,311 +4%
USAA
2
United Services Automobile Association
Texas
$51.2M
UCFA
3
United Capital Financial Advisors
Texas
$17M -$336K -10,801 -2%
FM
4
Foster & Motley
Ohio
$14.5M +$852K +27,415 +6%
CGL
5
Clarius Group LLC
Washington
$12M +$8.55M +275,091 +255%
RRC
6
Relaxing Retirement Coach
Massachusetts
$10.6M +$161K +5,173 +2%
AFA
7
Arlington Financial Advisors
California
$10.1M +$151K +4,865 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$9.78M +$9.39M +302,065 +2,688%
COI
9
Capital One Investing
Virginia
$9.24M +$1.75M +56,281 +23%
OWM
10
Opes Wealth Management
California
$9.09M -$66.7K -2,145 -0.7%
RPG
11
Resource Planning Group
Georgia
$8.51M +$3.22M +103,640 +61%
JWM
12
Janiczek Wealth Management
Colorado
$7.06M -$42.8K -1,377 -0.6%
Citadel Advisors
13
Citadel Advisors
Florida
$7M +$6.96M +224,114 New
FANJ
14
Financial Architects (New Jersey)
New Jersey
$6.29M +$257K +8,262 +4%
ODG
15
O'Dell Group
Ohio
$5.16M +$361K +11,621 +8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.71M +$4.32M +138,923 +1,162%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.55M +$657K +21,136 +17%
GWM
18
Geneos Wealth Management
Colorado
$4.37M +$752K +24,199 +21%
Jane Street
19
Jane Street
New York
$4.29M -$11.3M -363,565 -73%
CCM
20
Cribstone Capital Management
Maine
$4.23M +$14.9K +481 +0.4%
UBS Group
21
UBS Group
Switzerland
$4.23M +$397K +12,790 +10%
SB
22
Strategic Blueprint
Georgia
$3.47M +$404K +12,988 +13%
SIAS
23
Shine Investment Advisory Services
Colorado
$3.35M +$98.2K +3,160 +3%
KLI
24
Kelman-Lazarov Inc
Tennessee
$3.34M +$2.36K +76 +0.1%
SWM
25
Shakespeare Wealth Management
Wisconsin
$3.15M -$18.4K -591 -0.6%

FNDC Hedge Fund Activity: Q2 2019 in Review

124 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Small Company Index ETF (FNDC) for Q2 2019, worth a combined $1.42B — up 5.4% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FNDC positions and 11 closed out — a net gain of 11 holders — while 48 added to existing stakes and 28 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $45.2M. The largest seller was Jane Street, cutting an estimated $11.3M.

  • 124 institutional investors held Schwab Fundamental International Small Company Index ETF (FNDC) as of Q2 2019, up from 114 in Q1 2019.
  • Funds reported $1.42B of Schwab Fundamental International Small Company Index ETF stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 22 funds opened new Schwab Fundamental International Small Company Index ETF positions in Q2 2019 and 11 closed out, a net change of +11 holders.
  • The largest Schwab Fundamental International Small Company Index ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $45.2M added.
  • The largest Schwab Fundamental International Small Company Index ETF seller in Q2 2019 was Jane Street, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2019.