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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

278 hedge funds and large institutions have $4.01B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 67 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
49
Increased
101
Reduced
67
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.03B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$130M
3
UA
3
Unison Advisors
District of Columbia
$72.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.7M
5
CCM
5
Chilton Capital Management
Texas
$8.21M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
ML
2
McAdam LLC
Pennsylvania
$11.9M
3
AL
3
Aspiriant LLC
California
$27M
4
UBS Group
4
UBS Group
Switzerland
$10.7M
5
SWM
5
Shelton Wealth Management
Texas
$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
26
CVA Family Office
Colorado
$8.14M +$1.03M +39,379 +14%
MWP
27
Moller Wealth Partners
$8.09M +$182K +6,997 +2%
ADL
28
Asset Dedication LLC
California
$8.05M -$33.1K -1,269 -0.4%
LPL Financial
29
LPL Financial
California
$7.96M +$2.03M +78,090 +34%
RJA
30
Raymond James & Associates
Florida
$7.84M +$924K +35,463 +13%
SC
31
Savant Capital
Illinois
$7.53M -$585K -22,469 -7%
SSWG
32
Seven Springs Wealth Group
Tennessee
$6.56M +$285K +10,955 +5%
KCM
33
Kathmere Capital Management
Pennsylvania
$6.41M +$125K +4,792 +2%
ECM
34
Elgethun Capital Management
South Dakota
$6.39M -$150K -5,728 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$6.37M -$88.6K -3,401 -1%
CST
36
Charles Schwab Trust
Nevada
$6M +$21.6K +829 +0.4%
BCI
37
Brinker Capital Investments
Pennsylvania
$5.87M +$1.17M +44,750 +25%
OPS
38
Orion Portfolio Solutions
Nebraska
$5.87M +$4.71M +180,963 +407%
RF
39
RHS Financial
California
$5.78M +$270K +10,356 +5%
WA
40
Waterford Advisors
New York
$5.76M +$91.2K +3,500 +2%
OMC
41
Old Mission Capital
Illinois
$5.73M +$3.75M +144,126 +190%
JBA
42
Johnson Bixby & Associates
Washington
$5.18M +$986K +37,834 +24%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$4.93M -$872K -33,478 -15%
PC
44
Prairiewood Capital
North Dakota
$4.91M +$254K +9,748 +5%
EF
45
Empowered Funds
Pennsylvania
$4.89M +$4.89M +187,850 New
AA
46
AlphaMark Advisors
Kentucky
$4.65M +$4.65M +178,551 New
LWM
47
Liberty Wealth Management
California
$4.07M +$4.07M +154,663 New
BIA
48
Bell Investment Advisors
California
$4.06M +$364K +13,973 +10%
SCM
49
Sebold Capital Management
Illinois
$3.67M +$429K +16,466 +13%
EWM
50
Empirical Wealth Management
Washington
$3.66M -$9.2K -353 -0.3%
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