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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

168 hedge funds and large institutions have $2.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
23
Increased
52
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$44.2M
2
Goldman Sachs
Goldman Sachs
New York
+$18.7M
3
SC
Savant Capital
Illinois
+$8.59M
4
EP
Eudaimonia Partners
Tennessee
+$1.52M
5
CST
Charles Schwab Trust
Nevada
+$1.07M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$6.28M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$4.31M
3
Bank of America
Bank of America
North Carolina
-$3.74M
4
IDA
Intelligence Driven Advisers
California
-$2.79M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$5.5M -$3.74M -157,697 -40%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$5.32M -$1.46M -61,564 -22%
LNC
28
Lincoln National Corp
Pennsylvania
$5.29M -$712 -30 -0%
MWP
29
Moller Wealth Partners
$3.8M -$113K -4,752 -3%
ECG
30
Edge Capital Group
Georgia
$3.37M -$214K -9,027 -6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$3.16M -$231K -9,724 -7%
EWM
32
Empirical Wealth Management
Washington
$3.09M +$67.6K +2,852 +2%
RF
33
RHS Financial
California
$3.08M +$256K +10,784 +9%
OWM
34
Opes Wealth Management
California
$2.82M -$145K -6,120 -5%
BCI
35
Brinker Capital Investments
Pennsylvania
$2.79M -$1.93M -81,325 -41%
FFN
36
Focus Financial Network
Minnesota
$2.72M +$352K +14,833 +15%
PHS
37
Pekin Hardy Strauss
Illinois
$2.64M +$182K +7,675 +7%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.28M -$23.2K -980 -1%
SHWM
39
Silicon Hills Wealth Management
Texas
$2.21M -$2.61K -110 -0.1%
RRC
40
Relaxing Retirement Coach
Massachusetts
$2.17M +$14.1K +594 +0.7%
WFA
41
Wade Financial Advisory
California
$1.87M -$23.6K -994 -1%
FNC
42
First National Corp
Massachusetts
$1.71M +$1.81K +52 +0.1%
EP
43
Eudaimonia Partners
Tennessee
$1.52M +$1.52M +64,005 New
WA
44
Waverly Advisors
Alabama
$1.48M – – –
ACA
45
Ackerman Capital Advisors
Texas
$1.43M -$10.5K -443 -0.7%
GC
46
Gratus Capital
Georgia
$1.24M +$27.2K +1,148 +2%
HCM
47
Hengehold Capital Management
Ohio
$1.23M -$320K -13,505 -21%
BFA
48
Beaumont Financial Advisors
Massachusetts
$1.2M -$4.31M -181,826 -78%
Osaic Holdings
49
Osaic Holdings
Arizona
$1.2M +$389K +16,399 +48%
AL
50
Aspiriant LLC
California
$1.18M +$606K +25,532 +106%
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