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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

189 hedge funds and large institutions have $2.09B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 27 closing their positions.

Holders
189
Holders Change
-14
Holders Change %
-6.9%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
67
Reduced
47
Closed
27
Calls
$3K
Puts
$96K
Net Calls
-$93K
Net Calls Change
-$93K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.77B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$6.75M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.33M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.53M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$2.75M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
MWM
2
Merriman Wealth Management
Washington
$12.4M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$935K
5
MMA
5
Miracle Mile Advisors
California
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.77B 55,089,039 +601,131 +1%
Victory Capital Management
2
Victory Capital Management
Texas
$32.2M 1,002,200 – –
UCFA
3
United Capital Financial Advisors
Texas
$25.4M 790,801 -6,320 -0.8%
EWA
4
Exencial Wealth Advisors
Oklahoma
$24M 747,549 +5,606 +0.8%
CGL
5
Clarius Group LLC
Washington
$13.5M 419,977 -4,734 -1%
GIA
6
GHP Investment Advisors
Colorado
$12.9M 410,771 +21,392 +5%
MWM
7
Merriman Wealth Management
Washington
$12.4M 384,873 -196,445 -34%
HPA
8
High Probability Advisors
New York
$9.42M 293,087 +2,579 +0.9%
LNC
9
Lincoln National Corp
Pennsylvania
$8.71M 271,097 -6,113 -2%
Morgan Stanley
10
Morgan Stanley
New York
$7.71M 239,799 -3,540 -1%
GWM
11
Geneos Wealth Management
Colorado
$7.5M 233,431 +1,051 +0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.33M 228,144 +147,951 +184%
UBS Group
13
UBS Group
Switzerland
$7.05M 219,225 +2,435 +1%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$6.75M 209,945 +185,212 +749%
CFO
15
Collective Family Office
Pennsylvania
$6.05M 188,111 +19,317 +11%
PC
16
Prairiewood Capital
North Dakota
$5.85M 182,152 +11,187 +7%
RPG
17
Resource Planning Group
Georgia
$5.79M 180,175 -1,783 -1%
WFA
18
Wade Financial Advisory
California
$5.79M 180,158 +4,152 +2%
DAS
19
Dynamic Advisor Solutions
Arizona
$5.71M 177,623 +20,119 +13%
CTWM
20
Cherry Tree Wealth Management
Minnesota
$5.38M 167,505 +10,349 +7%
BIA
21
Bell Investment Advisors
California
$5.24M 162,962 +15,015 +10%
OWM
22
Opes Wealth Management
California
$5.15M 160,120 +17,039 +12%
BSW
23
Buckingham Strategic Wealth
Missouri
$5.09M 158,322 -2,487 -2%
SA
24
Shilanski & Associates
Alaska
$4.74M 147,426 +2,858 +2%
CST
25
Charles Schwab Trust
Nevada
$4.28M 133,164 +6,621 +5%
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