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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

305 hedge funds and large institutions have $4.81B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
66
Increased
114
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.35B
2
Citadel Advisors
Citadel Advisors
Florida
$91.8M
3
Jane Street
Jane Street
New York
$70.6M
4
Morgan Stanley
Morgan Stanley
New York
$97.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$75M

Top Sellers

1
AFA
Arlington Financial Advisors
California
$8.62M
2
IWC
Integrated Wealth Concepts
Massachusetts
$0
3
AL
Aspiriant LLC
California
$24.9M
4
PWM
Pinnacle Wealth Management
California
$0
5
YAL
Your Advocates Ltd
Texas
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
301
Impact Partnership Wealth
Georgia
$461 -$1.98K -73 -81%
GWSG
302
GPS Wealth Strategies Group
Colorado
$353 -$3.75K -138 -91%
SPIA
303
Steward Partners Investment Advisory
New York
$244 – – –
IWC
304
Integrated Wealth Concepts
Massachusetts
– -$7.91M -301,787 Closed
PWM
305
Pinnacle Wealth Management
California
– -$3.26M -124,218 Closed
Marshall Wace
306
Marshall Wace
United Kingdom
– -$2.06M -78,555 Closed
AAS
307
Avantax Advisory Services
Texas
– -$1.45M -55,467 Closed
OPOWM
308
One Plus One Wealth Management
Florida
– -$989K -37,706 Closed
JIC
309
Johnson Investment Counsel
Ohio
– -$710K -27,068 Closed
SWM
310
SeaCrest Wealth Management
New York
– -$644K -24,572 Closed
TNA
311
True North Advisors
Texas
– -$260K -9,918 Closed
Squarepoint
312
Squarepoint
New York
– -$220K -8,381 Closed
BSW
313
Buckingham Strategic Wealth
Missouri
– -$214K -8,157 Closed
CAM
314
Cresset Asset Management
Illinois
– -$211K -8,033 Closed
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
– -$31K -1,183 Closed
SSWM
316
Sheets Smith Wealth Management
North Carolina
– -$28.8K -1,100 Closed
CFS
317
CGC Financial Services
Oregon
– -$15.2K -581 Closed
AAP
318
Arax Advisory Partners
Colorado
– -$14.4K -548 Closed
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$9.2K -351 Closed
WFA
320
WestHill Financial Advisors
California
– -$6.9K -263 Closed
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
– -$5.22K -199 Closed
EWM
322
EPG Wealth Management
Georgia
– -$5.06K -193 Closed
MIM
323
Macroview Investment Management
Maryland
– -$2.96K -113 Closed
CWP
324
Concord Wealth Partners
Virginia
– -$2.91K -111 Closed
BAAM
325
Baker Avenue Asset Management
California
– -$1.99K -76 Closed
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