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Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$11.7M +$410K +14,118 +4%
AIP
27
Almanack Investment Partners
Pennsylvania
$11.1M -$242K -8,335 -2%
CWM
28
Cabot Wealth Management
Massachusetts
$10.4M -$649K -22,355 -6%
MWP
29
Moller Wealth Partners
$9.84M -$68.1K -2,344 -0.7%
KCM
30
Kathmere Capital Management
Pennsylvania
$9.68M +$578K +19,916 +6%
CST
31
Charles Schwab Trust
Nevada
$9.53M +$249K +8,565 +3%
EWA
32
Exencial Wealth Advisors
Oklahoma
$9.24M -$214K -7,360 -2%
ECM
33
Elgethun Capital Management
South Dakota
$9.03M +$1.07M +36,783 +14%
PS
34
Principal Securities
Iowa
$9.01M +$5.09M +175,198 +135%
SSWG
35
Seven Springs Wealth Group
Tennessee
$8.91M +$26.8K +922 +0.3%
CCM
36
Chilton Capital Management
Texas
$8.83M -$322K -11,085 -4%
AA
37
AlphaMark Advisors
Kentucky
$8.72M -$7.99K -275 -0.1%
CFO
38
CVA Family Office
Colorado
$8.33M -$579K -19,948 -7%
JBA
39
Johnson Bixby & Associates
Washington
$7.92M +$268K +9,219 +4%
ADL
40
Asset Dedication LLC
California
$7.86M -$372K -12,817 -5%
WA
41
Waterford Advisors
New York
$7.67M +$122K +4,212 +2%
PC
42
Prairiewood Capital
North Dakota
$7.64M -$397K -13,667 -5%
SCM
43
Sebold Capital Management
Illinois
$7.4M -$44.9K -1,546 -0.6%
RF
44
RHS Financial
California
$7.15M +$125K +4,296 +2%
YAL
45
Your Advocates Ltd
Texas
$6.8M -$5.04M -173,718 -43%
SC
46
Savant Capital
Illinois
$6.67M -$211K -7,253 -3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$6.61M +$197K +6,780 +3%
SWM
48
Sculati Wealth Management
Michigan
$6.44M +$898K +30,930 +17%
BIA
49
Bell Investment Advisors
California
$6.4M -$76.8K -2,643 -1%
LPL Financial
50
LPL Financial
California
$5.98M +$866K +29,822 +17%

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.