We are live on ! Find out more
FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
276
JFS Wealth Advisors
Pennsylvania
$5.41K
EW
277
Element Wealth
Mississippi
$5.2K
WWM
278
Wolff Wiese Magana
California
$5.17K
TFF
279
The Family Firm
Maryland
$4.87K +$4.79K +165 New
DF
280
Dunhill Financial
United Kingdom
$4.7K
EFP
281
EnRich Financial Partners
Wisconsin
$4.5K +$4.41K +152 New
WAG
282
Wiser Advisor Group
Arizona
$4.16K +$29 +1 +0.7%
FCAS
283
First Command Advisory Services
Texas
$3.84K -$13K -449 -78%
RIL
284
Rothschild Investment LLC
Illinois
$3.74K +$3.69K +127 New
WOSD
285
WFA of San Diego
California
$3.64K +$3.57K +123 New
PGAM
286
Princeton Global Asset Management
New Jersey
$3.13K +$3.08K +106 New
MBFW
287
Morton Brown Family Wealth
Pennsylvania
$3.1K +$3.02K +104 New
FMP
288
Financial Management Professionals
Texas
$3K
CPG
289
Cornerstone Planning Group
New Jersey
$2.97K +$29 +1 +1%
AA
290
Addison Advisors
Vermont
$2.96K
KFI
291
Key Financial Inc
Pennsylvania
$2.6K
AP
292
Aspect Partners
Virginia
$2.54K
CFGS
293
Concourse Financial Group Securities
Alabama
$2.35K
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.28K
SIC
295
Salem Investment Counselors
North Carolina
$2.15K
AW
296
Avion Wealth
Texas
$2K
W
297
WealthCollab
Washington
$1.92K
GEA
298
Glen Eagle Advisors
New Jersey
$1.83K +$900 +31 +100%
ZRP
299
Zynergy Retirement Planning
New Jersey
$1.57K +$1.54K +53 New
BHWM
300
Beaird Harris Wealth Management
Texas
$1.54K -$87 -3 -5%

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.