FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

305 hedge funds and large institutions have $4.81B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
66
Increased
114
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.35B
2
Citadel Advisors
Citadel Advisors
Florida
$91.8M
3
Jane Street
Jane Street
New York
$70.6M
4
Morgan Stanley
Morgan Stanley
New York
$97.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$75M

Top Sellers

1
AFA
Arlington Financial Advisors
California
$8.62M
2
IWC
Integrated Wealth Concepts
Massachusetts
$0
3
AL
Aspiriant LLC
California
$24.9M
4
PWM
Pinnacle Wealth Management
California
$0
5
YAL
Your Advocates Ltd
Texas
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
226
Northwest Capital Management
Oregon
$25.3K – – –
FWP
227
FAS Wealth Partners
Kansas
$25.3K +$25.3K +931 New
HPIA
228
Hamilton Point Investment Advisors
North Carolina
$22.7K +$22.7K +835 New
SIM
229
Studio Investment Management
Illinois
$22.1K – – –
MRCM
230
M&R Capital Management
New Jersey
$20.6K +$597 +22 +3%
NA
231
NewEdge Advisors
Louisiana
$19.5K -$1.71K -63 -8%
IRC
232
Investors Research Corp
Georgia
$19.4K -$1.57K -58 -8%
RG
233
Retirement Group
California
$18.9K – – –
GRP
234
Global Retirement Partners
California
$17.6K +$11.1K +428 +170%
BCWM
235
Bartlett & Co Wealth Management
Ohio
$17.2K -$24.7K -909 -59%
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$17.2K – – –
BC
237
Bartlett & Co
Ohio
$17K -$24.3K -909 -59%
BCPWM
238
Bradley & Co Private Wealth Management
Florida
$16.1K +$16.1K +595 New
GWS
239
Glassman Wealth Services
Virginia
$14.9K – – –
DFA
240
DHJJ Financial Advisors
Illinois
$14K -$7.44K -274 -35%
MSWM
241
McGlone Suttner Wealth Management
Wisconsin
$13.7K +$13.7K +503 New
WT
242
Washington Trust
Rhode Island
$13.6K – – –
WIA
243
Wetzel Investment Advisors
Indiana
$13K +$13K +482 New
KWAG
244
Kiely Wealth Advisory Group
North Carolina
$12.1K +$12.1K +452 New
TWM
245
Tradition Wealth Management
Minnesota
$11K – – –
FFA
246
Farther Finance Advisors
California
$10.6K +$625 +23 +6%
EWA
247
EverSource Wealth Advisors
Alabama
$8.93K +$4.02K +148 +82%
CTWM
248
Cherry Tree Wealth Management
Minnesota
$8.58K – – –
GFPC
249
Global Financial Private Client
Florida
$8.36K – – –
TF
250
Tompkins Financial
New York
$8.31K +$8.31K +306 New
8 9
10
11 12