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Schwab Fundamental Emerging Markets Large Company Index ETF

353 hedge funds and large institutions have $5.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

10% more funds holding

Funds holding: 322353 (+31)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.2% less ownership

Funds ownership: 85.62%85.42% (-0.2%)

8% less capital invested

Capital invested by funds: $5.72B → $5.26B (-$464M)

Holders
353
Holders Change
+31
Holders Change %
+9.63%
% of All Funds
4.65%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
68
Increased
145
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
251
Lee, Danner & Bass
Tennessee
$55.2K +$59.2K +1,901 New
MMCM
252
Murphy & Mullick Capital Management
New York
$48K +$51.5K +1,653 New
MG
253
Mather Group
Illinois
$46.1K +$31 +1 +0.1%
CFD
254
Creative Financial Designs
Indiana
$38.7K
MA
255
MCF Advisors
Kentucky
$38.6K +$3.83K +123 +10%
AWM
256
Abound Wealth Management
Tennessee
$35.4K
CT
257
Colonial Trust
South Carolina
$35.3K +$37.9K +1,215 New
Bessemer Group
258
Bessemer Group
New Jersey
$35K +$37.5K +1,202 New
SPIA
259
Steward Partners Investment Advisory
New York
$34.5K +$17.4K +558 +89%
SAM
260
Smartleaf Asset Management
Massachusetts
$34.3K +$36.1K +1,159 +5,268%
AWM
261
Accredited Wealth Management
Kentucky
$33.3K +$35.7K +1,145 New
FWP
262
FAS Wealth Partners
Kansas
$32K +$5.27K +169 +18%
ACA
263
American Capital Advisory
Idaho
$31K +$1.25K +40 +4%
SFC
264
SYM Financial Corp
Indiana
$31K
IHWM
265
Iron Horse Wealth Management
Iowa
$30.5K
TIM
266
Tortoise Investment Management
New York
$29.7K
CAL
267
Capital Analysts LLC
Pennsylvania
$29K -$5.83K -187 -16%
HPIA
268
Hamilton Point Investment Advisors
North Carolina
$24.3K
VNA
269
Valley National Advisers
Pennsylvania
$24K -$3.24K -104 -11%
FFWM
270
Future Financial Wealth Management
Ohio
$23.2K
BA
271
Bristlecone Advisors
Washington
$22.9K +$935 +30 +4%
BFPW
272
BOK Financial Private Wealth
Colorado
$21.7K
PWA
273
Physician Wealth Advisors
Utah
$19.4K +$20.8K +668 New
BCWM
274
Bartlett & Co Wealth Management
Ohio
$18.5K
Kayne Anderson Rudnick Investment Management
275
Kayne Anderson Rudnick Investment Management
California
$18.5K

FNDE Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2024, worth a combined $5.26B — down 8.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNDE positions and 30 closed out — a net gain of 38 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $30.9M.

  • 353 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 68 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2024 was Fidelity Investments, an estimated $105M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2024 was Wells Fargo, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2024.