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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

166 hedge funds and large institutions have $2.17B invested in Schwab Fundamental International Small Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 15 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
31
Increased
47
Reduced
46
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.87B
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.17M
3
OMC
3
Old Mission Capital
Illinois
$1.75M
4
UCFA
4
United Capital Financial Advisors
Texas
$29M
5
BIA
5
Bell Investment Advisors
California
$947K

Top Sellers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$0
2
MWM
2
Merriman Wealth Management
Washington
$28.8M
3
1WM
3
1900 Wealth Management
Texas
$4.23M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$1.33M
5
RF
5
RHS Financial
California
$3.43M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.87B 48,293,725 +1,600,719 +3%
Victory Capital Management
2
Victory Capital Management
Texas
$38.8M 1,002,200 – –
UCFA
3
United Capital Financial Advisors
Texas
$29M 749,611 +37,392 +5%
MWM
4
Merriman Wealth Management
Washington
$28.8M 743,914 -137,747 -16%
CGL
5
Clarius Group LLC
Washington
$15.9M 411,181 +12,255 +3%
Bank of America
6
Bank of America
North Carolina
$14.4M 371,691 +10,940 +3%
GWM
7
Geneos Wealth Management
Colorado
$10.8M 278,701 -8,265 -3%
CST
8
Charles Schwab Trust
Nevada
$10.2M 263,873 +15,083 +6%
RPG
9
Resource Planning Group
Georgia
$9.53M 246,118 +5,902 +2%
Citadel Advisors
10
Citadel Advisors
Florida
$9.17M 236,973 +236,973 New
LNC
11
Lincoln National Corp
Pennsylvania
$8.72M 225,175 +717 +0.3%
UBS Group
12
UBS Group
Switzerland
$8.39M 216,666 +8,612 +4%
Morgan Stanley
13
Morgan Stanley
New York
$8.15M 210,535 +19,124 +10%
HPA
14
High Probability Advisors
New York
$6.82M 176,277 +3,983 +2%
WFA
15
Wade Financial Advisory
California
$5.33M 137,754 -281 -0.2%
PC
16
Prairiewood Capital
North Dakota
$5.02M 129,754 -692 -0.5%
BSW
17
Buckingham Strategic Wealth
Missouri
$4.89M 126,246 -28,669 -19%
MMA
18
Miracle Mile Advisors
California
$4.34M 111,976 +3,834 +4%
SWM
19
Shakespeare Wealth Management
Wisconsin
$4.26M 75,173 -5,637 -7%
1WM
20
1900 Wealth Management
Texas
$4.23M 109,362 -61,345 -36%
RF
21
RHS Financial
California
$3.43M 88,484 -34,593 -28%
SA
22
Shilanski & Associates
Alaska
$3.35M 86,422 +3,996 +5%
PP
23
PrairieView Partners
Minnesota
$3.19M 82,375 -582 -0.7%
SFP
24
Sterling Financial Planning
New Jersey
$2.94M 75,864 +9,948 +15%
TNA
25
True North Advisors
Texas
$2.82M 72,777 +6,836 +10%
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