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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

153 hedge funds and large institutions have $1.86B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 72 increasing their positions, 31 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
-7
Holders Change %
-4.38%
% of All Funds
3.36%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
22
Increased
72
Reduced
31
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$119M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.6M
3
CSIA
Charles Schwab Investment Advisory
California
+$15.4M
4
LF
Lee Financial
Texas
+$11.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.68M

Top Sellers

1
USAA
United Services Automobile Association
Texas
-$122M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.02M
3
MWM
MorganRosel Wealth Management
Colorado
-$4.21M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$4.17M
5
MWM
Merriman Wealth Management
Washington
-$3.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$3.39M +$336K +12,280 +11%
MIM
27
Morningstar Investment Management
Illinois
$3.22M +$79.1K +2,895 +3%
RF
28
RHS Financial
California
$3.12M +$49.3K +1,799 +2%
ADL
29
Asset Dedication LLC
California
$2.54M +$109K +3,979 +4%
BFA
30
Beaumont Financial Advisors
Massachusetts
$2.28M +$2.28M +83,353 New
GC
31
Gilbert & Cook
Iowa
$2.18M -$11.6K -422 -0.5%
IDA
32
Intelligence Driven Advisers
California
$2.06M +$860K +31,416 +72%
SIAS
33
Shine Investment Advisory Services
Colorado
$2.04M -$31.5K -1,151 -2%
HFA
34
Huber Financial Advisors
Illinois
$1.95M +$1.1M +40,364 +130%
QCG
35
Quadrant Capital Group
Ohio
$1.91M -$54.9K -2,012 -3%
Financial Engines Advisors
36
Financial Engines Advisors
California
$1.76M -$40.9K -1,493 -2%
WA
37
Waverly Advisors
Alabama
$1.72M – – –
MWP
38
Moller Wealth Partners
$1.66M +$703K +25,688 +74%
OWM
39
Opes Wealth Management
California
$1.64M +$78.2K +2,857 +5%
SFI
40
SPC Financial Inc
Maryland
$1.63M +$548K +20,011 +51%
VNA
41
Valley National Advisers
Pennsylvania
$1.61M -$34.7K -1,268 -2%
GC
42
Gratus Capital
Georgia
$1.6M +$10.8K +396 +0.7%
CST
43
Charles Schwab Trust
Nevada
$1.59M +$1.59M +58,519 New
TYCC
44
Texas Yale Capital Corp
Florida
$1.55M – – –
FSWA
45
Financial Synergies Wealth Advisors
Texas
$1.52M +$95.3K +3,479 +7%
AI
46
Atria Investments
North Carolina
$1.48M +$133K +4,862 +10%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$1.43M -$84.1K -3,072 -6%
FFN
48
Focus Financial Network
Minnesota
$1.41M +$291K +10,618 +26%
EWM
49
Empirical Wealth Management
Washington
$1.39M +$1.04M +37,850 +291%
PGA
50
Premia Global Advisors
Florida
$1.22M -$90.6K -3,310 -7%
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