FNDE icon

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

Top Sellers

1
AFA
1
Arlington Financial Advisors
California
$8.62M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$0
3
AL
3
Aspiriant LLC
California
$24.9M
4
PWM
4
Pinnacle Wealth Management
California
$0
5
YAL
5
Your Advocates Ltd
Texas
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$11.3M +$176K +6,470 +2%
RCA
27
Resonant Capital Advisors
Wisconsin
$11M +$163K +6,022 +2%
CWM
28
Cabot Wealth Management
Massachusetts
$9.78M +$203K +7,497 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$9.43M +$8.51M +313,577 +924%
AIP
30
Almanack Investment Partners
Pennsylvania
$9.4M +$7.18M +264,427 +323%
EWA
31
Exencial Wealth Advisors
Oklahoma
$8.96M -$453K -16,706 -5%
MWP
32
Moller Wealth Partners
$8.96M +$512K +18,869 +6%
CCM
33
Chilton Capital Management
Texas
$8.64M -$672K -24,758 -7%
AFA
34
Arlington Financial Advisors
California
$8.62M -$10.1M -372,345 -54%
CFO
35
CVA Family Office
Colorado
$8.54M -$91.8K -3,381 -1%
Stifel Financial
36
Stifel Financial
Missouri
$8.2M +$31.1K +1,145 +0.4%
ADL
37
Asset Dedication LLC
California
$8.08M -$209K -7,699 -3%
SSWG
38
Seven Springs Wealth Group
Tennessee
$7.98M -$346K -12,759 -4%
LNC
39
Lincoln National Corp
Pennsylvania
$7.76M -$903K -33,280 -10%
AA
40
AlphaMark Advisors
Kentucky
$7.76M +$1.44M +52,957 +23%
CST
41
Charles Schwab Trust
Nevada
$7.62M +$721K +26,572 +10%
KCM
42
Kathmere Capital Management
Pennsylvania
$7.52M +$135K +4,972 +2%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$7.31M -$847K -31,214 -10%
ECM
44
Elgethun Capital Management
South Dakota
$7.27M +$8.63K +318 +0.1%
SC
45
Savant Capital
Illinois
$6.88M -$70.7K -2,605 -1%
RF
46
RHS Financial
California
$6.75M -$67K -2,469 -1%
WA
47
Waterford Advisors
New York
$6.61M +$6.61M +243,650 New
PC
48
Prairiewood Capital
North Dakota
$6.58M +$984K +36,264 +18%
SCM
49
Sebold Capital Management
Illinois
$6.48M +$1.13M +41,526 +21%
JBA
50
Johnson Bixby & Associates
Washington
$6.33M +$280K +10,299 +5%
1
2
3 4 5