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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

374 hedge funds and large institutions have $5.86B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+17
Holders Change %
+4.76%
% of All Funds
5.01%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
58
Increased
151
Reduced
97
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$20.4M
2
AC
AlphaCore Capital
California
+$19.3M
3
CPG
Cornerstone Planning Group
New Jersey
+$10.7M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.46M
5
TF
Tandem Financial
Colorado
+$8.44M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$43.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$32.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.4M
5
VCM
Virtue Capital Management
Tennessee
-$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
226
Envestnet Portfolio Solutions
Illinois
$261K -$142K -4,308 -35%
RFP
227
Root Financial Partners
California
$255K +$255K +7,728 New
NGA
228
Naples Global Advisors
Florida
$255K – – –
DOA
229
D'Orazio & Associates
Virginia
$245K +$1.52K +46 +0.6%
AI
230
Atria Investments
North Carolina
$241K +$241K +7,305 New
NEPWA
231
New England Private Wealth Advisors
Massachusetts
$240K +$1.38K +41 +0.6%
MWM
232
Mission Wealth Management
California
$240K +$23.2K +704 +11%
OIA
233
OneDigital Investment Advisors
Kansas
$240K -$14.4K -435 -6%
AP
234
Appleton Partners
Massachusetts
$239K +$239K +7,252 New
PWM
235
Pinnacle Wealth Management
California
$236K -$26.3K -796 -10%
HI
236
Harbour Investments
Wisconsin
$233K +$40.5K +1,228 +21%
FSWA
237
Financial Synergies Wealth Advisors
Texas
$233K +$14.9K +450 +7%
US Bancorp
238
US Bancorp
Minnesota
$229K +$10.9K +331 +5%
APP
239
Avantax Planning Partners
Iowa
$226K +$5.22K +158 +2%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$223K -$142K -4,304 -39%
Empower Advisory Group
241
Empower Advisory Group
Colorado
$220K +$220K +6,658 New
IDA
242
Intelligence Driven Advisers
California
$211K +$211K +6,392 New
Truist Financial
243
Truist Financial
North Carolina
$211K +$211K +6,386 New
PP
244
PrairieView Partners
Minnesota
$210K – – –
CAMG
245
CWA Asset Management Group
Florida
$210K +$210K +6,349 New
KA
246
Klingman & Associates
New York
$208K +$208K +6,316 New
CGA
247
Crescent Grove Advisors
Illinois
$206K +$206K +6,245 New
QCG
248
Quadrant Capital Group
Ohio
$206K – – –
GIM
249
Glenmede Investment Management
Pennsylvania
$184K +$184K +5,574 New
NA
250
NewEdge Advisors
Louisiana
$174K +$35.1K +1,064 +25%
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10
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