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Schwab Fundamental International Small Company Index ETF
FNDC

Overview Fund Activity

216 hedge funds and large institutions have $2.34B invested in Schwab Fundamental International Small Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

Holders
216
Holders Change
+27
Holders Change %
+14.29%
% of All Funds
3.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
44
Increased
72
Reduced
58
Closed
17
Calls
$91K
Puts
–
Net Calls
+$91K
Net Calls Change
+$184K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$18.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.6M
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$3.44M
5
MWM
5
Meridian Wealth Management
Kentucky
$2.81M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$8.11M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.38M
4
RPG
4
Resource Planning Group
Georgia
$4.39M
5
WFA
5
Wade Financial Advisory
California
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.92B 55,099,842 +10,803 +0%
Jane Street
2
Jane Street
New York
$54.2M 1,554,694 +1,554,694 New
Victory Capital Management
3
Victory Capital Management
Texas
$34.9M 1,002,200 – –
EWA
4
Exencial Wealth Advisors
Oklahoma
$26.1M 749,877 +2,328 +0.3%
Citadel Advisors
5
Citadel Advisors
Florida
$18.1M 519,200 +511,486 +6,631%
Morgan Stanley
6
Morgan Stanley
New York
$15.6M 448,838 +209,039 +87%
GIA
7
GHP Investment Advisors
Colorado
$15.4M 441,952 +31,181 +8%
CGL
8
Clarius Group LLC
Washington
$14.5M 416,172 -3,805 -0.9%
MWM
9
Merriman Wealth Management
Washington
$13.2M 379,756 -5,117 -1%
HPA
10
High Probability Advisors
New York
$10.3M 294,312 +1,225 +0.4%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$9.98M 286,411 +76,466 +36%
LNC
12
Lincoln National Corp
Pennsylvania
$9.47M 271,721 +624 +0.2%
DAS
13
Dynamic Advisor Solutions
Arizona
$8.44M 248,152 +70,529 +40%
UCFA
14
United Capital Financial Advisors
Texas
$8.11M 232,688 -558,113 -71%
GWM
15
Geneos Wealth Management
Colorado
$8.04M 230,554 -2,877 -1%
UBS Group
16
UBS Group
Switzerland
$7.73M 221,611 +2,386 +1%
PC
17
Prairiewood Capital
North Dakota
$7.38M 211,627 +29,475 +16%
CFO
18
Collective Family Office
Pennsylvania
$6.55M 187,988 -123 -0.1%
BIA
19
Bell Investment Advisors
California
$6.28M 180,075 +17,113 +11%
CST
20
Charles Schwab Trust
Nevada
$6.13M 175,971 +42,807 +32%
CTWM
21
Cherry Tree Wealth Management
Minnesota
$6.07M 173,987 +6,482 +4%
OWM
22
Opes Wealth Management
California
$5.74M 164,608 +4,488 +3%
SA
23
Shilanski & Associates
Alaska
$5.45M 156,278 +8,852 +6%
BSW
24
Buckingham Strategic Wealth
Missouri
$5.4M 155,022 -3,300 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.38M 154,199 -73,945 -32%
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