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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

373 hedge funds and large institutions have $5.86B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 151 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+17
Holders Change %
+4.78%
% of All Funds
5%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
58
Increased
151
Reduced
96
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$20.4M
2
AC
AlphaCore Capital
California
+$19.3M
3
CPG
Cornerstone Planning Group
New Jersey
+$10.7M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$8.46M
5
TF
Tandem Financial
Colorado
+$8.44M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$43.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$32.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$22.4M
5
VCM
Virtue Capital Management
Tennessee
-$6.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
JBA
26
Johnson Bixby & Associates
Washington
$13.9M +$672K +20,351 +5%
SSWG
27
Seven Springs Wealth Group
Tennessee
$13.1M +$1.24M +37,652 +11%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$13M +$5.65M +171,217 +77%
MWP
29
Moller Wealth Partners
$12.4M +$510K +15,460 +4%
CST
30
Charles Schwab Trust
Nevada
$12.1M +$19.5K +591 +0.2%
KCM
31
Kathmere Capital Management
Pennsylvania
$11.8M +$171K +5,185 +1%
SL
32
Systelligence LLC
Minnesota
$11.7M +$251K +7,605 +2%
CWM
33
Cabot Wealth Management
Massachusetts
$10.7M +$2.52M +76,457 +31%
CPG
34
Cornerstone Planning Group
New Jersey
$10.7M +$10.7M +317,956 +611,454%
ML
35
McAdam LLC
Pennsylvania
$10.6M +$1.8M +54,457 +20%
CCM
36
Chilton Capital Management
Texas
$10.4M -$157K -4,746 -1%
PC
37
Prairiewood Capital
North Dakota
$10.2M +$331K +10,026 +3%
EWA
38
EP Wealth Advisors
California
$10.1M +$7.96M +241,281 +371%
EWA
39
Exencial Wealth Advisors
Oklahoma
$9.58M -$196K -5,938 -2%
CL
40
COWA LLC
Oklahoma
$9.14M +$2.7M +81,679 +42%
SCM
41
Sebold Capital Management
Illinois
$9.13M +$511K +15,471 +6%
WA
42
Waterford Advisors
New York
$9.13M -$2.47M -57,636 -21%
LPL Financial
43
LPL Financial
California
$8.91M -$134K -4,058 -1%
NHC
44
Nicholas Hoffman & Company
Georgia
$8.67M +$657K +19,914 +8%
TF
45
Tandem Financial
Colorado
$8.44M +$8.44M +255,799 New
CFO
46
CVA Family Office
Colorado
$8.04M +$252K +7,647 +3%
RF
47
RHS Financial
California
$7.58M -$911K -27,606 -11%
IA
48
IFG Advisory
Georgia
$7.42M +$569K +17,249 +8%
Citadel Advisors
49
Citadel Advisors
Florida
$7.34M +$7.34M +222,235 New
YAL
50
Your Advocates Ltd
Texas
$7.31M -$431K -13,045 -6%
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