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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

197 hedge funds and large institutions have $2.06B invested in Schwab Fundamental International Small Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
197
Holders Change
+26
Holders Change %
+15.2%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
45
Increased
61
Reduced
52
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$26.7M
2
SAM
2
Synergy Asset Management
Washington
$6.11M
3
MAM
3
Milestone Asset Management
Pennsylvania
$5.56M
4
SA
4
Shilanski & Associates
Alaska
$4.23M
5
RLWM
5
RF&L Wealth Management
Massachusetts
$2.79M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.74B
2
DWP
2
Destiny Wealth Partners
Florida
$259K
3
TNA
3
True North Advisors
Texas
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
UCFA
5
United Capital Financial Advisors
Texas
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.74B 55,661,615 -332,321 -0.6%
Victory Capital Management
2
Victory Capital Management
Texas
$31.3M 1,002,200 – –
Jane Street
3
Jane Street
New York
$26.7M 854,587 +701,212 +457%
UCFA
4
United Capital Financial Advisors
Texas
$23.8M 762,177 -38,543 -5%
EWA
5
Exencial Wealth Advisors
Oklahoma
$22.3M 712,904 -19,436 -3%
CGL
6
Clarius Group LLC
Washington
$13.3M 426,643 -4,081 -0.9%
MWM
7
Merriman Wealth Management
Washington
$13.1M 420,088 -36,264 -8%
GWM
8
Geneos Wealth Management
Colorado
$10.2M 325,515 +19,103 +6%
UBS Group
9
UBS Group
Switzerland
$9.07M 290,301 -12,876 -4%
LNC
10
Lincoln National Corp
Pennsylvania
$8.1M 259,012 +6,928 +3%
HPA
11
High Probability Advisors
New York
$7.75M 247,947 +4,428 +2%
GIA
12
GHP Investment Advisors
Colorado
$7.5M 239,795 +62,022 +35%
Morgan Stanley
13
Morgan Stanley
New York
$7.21M 230,557 -7,129 -3%
RPG
14
Resource Planning Group
Georgia
$6.3M 201,694 -24,442 -11%
SAM
15
Synergy Asset Management
Washington
$6.11M 195,502 +195,502 New
MAM
16
Milestone Asset Management
Pennsylvania
$5.56M 165,778 +165,778 New
PC
17
Prairiewood Capital
North Dakota
$5.3M 169,522 +21,604 +15%
WFA
18
Wade Financial Advisory
California
$5.27M 168,729 -23,182 -12%
BSW
19
Buckingham Strategic Wealth
Missouri
$4.96M 158,737 -23,731 -13%
CFO
20
Collective Family Office
Pennsylvania
$4.85M 155,163 +57,966 +60%
MMA
21
Miracle Mile Advisors
California
$4.49M 143,609 +1,449 +1%
SA
22
Shilanski & Associates
Alaska
$4.23M 135,327 +135,327 New
OWM
23
Opes Wealth Management
California
$3.98M 127,440 +3,708 +3%
CST
24
Charles Schwab Trust
Nevada
$3.61M 115,608 +15,340 +15%
Creative Planning
25
Creative Planning
Kansas
$3.57M 114,277 +42,452 +59%
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