FNDC icon

Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

152 hedge funds and large institutions have $2.15B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 21 closing their positions.

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
2.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
19
Increased
60
Reduced
39
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.83B
2
Bank of America
2
Bank of America
North Carolina
$14.2M
3
1WM
3
1900 Wealth Management
Texas
$6.7M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$2.93M
5
SA
5
Shilanski & Associates
Alaska
$3.24M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
Jane Street
2
Jane Street
New York
$0
3
SPA
3
Sentinel Pension Advisors
Massachusetts
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.83B 46,693,006 +2,262,880 +5%
Victory Capital Management
2
Victory Capital Management
Texas
$39.3M 1,002,200 – –
MWM
3
Merriman Wealth Management
Washington
$34.6M 881,661 -41,257 -4%
UCFA
4
United Capital Financial Advisors
Texas
$28M 712,219 -42,167 -6%
EWA
5
Exencial Wealth Advisors
Oklahoma
$24.2M 616,250 +19,020 +3%
CGL
6
Clarius Group LLC
Washington
$15.7M 398,926 +4,458 +1%
Bank of America
7
Bank of America
North Carolina
$14.2M 360,751 +323,522 +869%
GWM
8
Geneos Wealth Management
Colorado
$11.4M 286,966 +4,737 +2%
CST
9
Charles Schwab Trust
Nevada
$9.77M 248,790 +16,399 +7%
RPG
10
Resource Planning Group
Georgia
$9.43M 240,216 +821 +0.3%
LNC
11
Lincoln National Corp
Pennsylvania
$8.81M 224,458 +7,839 +4%
UBS Group
12
UBS Group
Switzerland
$8.17M 208,054 +1,383 +0.7%
Morgan Stanley
13
Morgan Stanley
New York
$7.51M 191,411 +3,892 +2%
HPA
14
High Probability Advisors
New York
$6.76M 172,294 +20,338 +13%
1WM
15
1900 Wealth Management
Texas
$6.7M 170,707 +91,501 +116%
BSW
16
Buckingham Strategic Wealth
Missouri
$6.08M 154,915 +5,217 +3%
WFA
17
Wade Financial Advisory
California
$5.42M 138,035 +8,406 +6%
PC
18
Prairiewood Capital
North Dakota
$5.12M 130,446 +1,800 +1%
RF
19
RHS Financial
California
$4.83M 123,077 -28,261 -19%
SWM
20
Shakespeare Wealth Management
Wisconsin
$4.59M 80,810 -9,043 -10%
MMA
21
Miracle Mile Advisors
California
$4.25M 108,142 +6,532 +6%
PP
22
PrairieView Partners
Minnesota
$3.26M 82,957 -1,905 -2%
SA
23
Shilanski & Associates
Alaska
$3.24M 82,426 +39,102 +90%
FANJ
24
Financial Architects (New Jersey)
New Jersey
$2.93M 74,694 +47,243 +172%
JWM
25
Janiczek Wealth Management
Colorado
$2.82M 71,924 -7,578 -10%
1
2 3 4 5