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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

266 hedge funds and large institutions have $4.24B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
31
Increased
98
Reduced
74
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.14B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$187M
3
Wells Fargo
Wells Fargo
California
$30.5M
4
AFA
Arlington Financial Advisors
California
$18.1M
5
Jane Street
Jane Street
New York
$12.5M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$15.8M
2
WA
Waterford Advisors
New York
$0
3
EF
Empowered Funds
Pennsylvania
$0
4
BCI
Brinker Capital Investments
Pennsylvania
$5.79M
5
OPS
Orion Portfolio Solutions
Nebraska
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
Salem Investment Counselors
North Carolina
$1.89K – – –
CCMI
252
Creative Capital Management Investments
California
$1.78K +$1.78K +68 New
LC
253
Lindbrook Capital
California
$1.63K – – –
GEA
254
Glen Eagle Advisors
New Jersey
$1.57K – – –
SWM
255
Spire Wealth Management
Virginia
$1.55K -$4.67K -178 -75%
BHWM
256
Beaird Harris Wealth Management
Texas
$1.44K -$3.52K -134 -71%
BLC
257
Brown, Lisle/Cummings
Rhode Island
$1.31K – – –
SS
258
Sunbelt Securities
Texas
$1.13K – – –
TFA
259
Transamerica Financial Advisors
Florida
$1K – – –
FCAS
260
First Command Advisory Services
Texas
$839 +$839 +32 New
AA
261
Ancora Advisors
Ohio
$685 – – –
WWM
262
Wagner Wealth Management
South Carolina
$577 +$52 +2 +10%
DJSG
263
D.J. St. Germain
Massachusetts
$524 +$524 +20 New
RCM
264
Raleigh Capital Management
North Carolina
$417 – – –
SPIA
265
Steward Partners Investment Advisory
New York
$236 – – –
WA
266
Waterford Advisors
New York
– -$6.15M -229,750 Closed
EF
267
Empowered Funds
Pennsylvania
– -$4.86M -181,512 Closed
Prudential Financial
268
Prudential Financial
New Jersey
– -$900K -33,625 Closed
MWM
269
Merriman Wealth Management
Washington
– -$885K -33,051 Closed
SI
270
Saxon Interests
Texas
– -$574K -21,441 Closed
Cerity Partners
271
Cerity Partners
New York
– -$496K -18,524 Closed
GC
272
Gilbert & Cook
Iowa
– -$487K -18,182 Closed
PAS
273
Park Avenue Securities
New York
– -$320K -11,944 Closed
CA
274
Continuum Advisory
Idaho
– -$313K -11,680 Closed
SL
275
SWMG LLC
Texas
– -$303K -11,319 Closed
9 10
11
12 13