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Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
251
Kelly Financial Services
Massachusetts
$273 -$6.36K -199 -96%
SFCL
252
Strengthening Families & Communities LLC
Massachusetts
$72 +$8.57K +268 New
FFN
253
Focus Financial Network
Minnesota
-$4.48M -138,939 Closed
MWM
254
Merriman Wealth Management
Washington
-$3.84M -119,243 Closed
OMC
255
Old Mission Capital
Illinois
-$2.75M -85,263 Closed
GW
256
GW & Wade
Massachusetts
-$1.48M -45,800 Closed
TCWM
257
Total Clarity Wealth Management
Illinois
-$748K -23,223 Closed
HF
258
HRT Financial
New York
-$479K -14,889 Closed
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
-$475K -14,743 Closed
FVWA
260
Foster Victor Wealth Advisors
South Carolina
-$266K -8,263 Closed
KAS
261
Kestra Advisory Services
Texas
-$239K -7,405 Closed
VCWA
262
Vanguard Capital Wealth Advisors
Colorado
-$223 -6,922 Closed
EFSCE
263
Enterprise Financial Services Corp (EFSC)
Missouri
-$221K -6,844 Closed
FSWA
264
Financial Synergies Wealth Advisors
Texas
-$211K -6,545 Closed
GRP
265
Global Retirement Partners
California
-$65K -2,030 Closed
DOA
266
D'Orazio & Associates
Virginia
-$42K -1,317 Closed
MA
267
MUFG Americas
New York
-$40K -1,227 Closed
EI
268
Ellevest Inc
New York
-$25K -761 Closed
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
-$24K -758 Closed
AWM
270
Avior Wealth Management
Nebraska
-$19K -594 -96%
IWA
271
IBEX Wealth Advisors
New Jersey
-$17K -536 Closed
LWM
272
Liberty Wealth Management
California
-$13K -392 Closed
MA
273
MCF Advisors
Kentucky
-$8K -256 Closed
KIG
274
Kowal Investment Group
Wisconsin
-$8K -236 Closed
BBHC
275
Brown Brothers Harriman & Co
New York
-$7 -221 Closed

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.