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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

184 hedge funds and large institutions have $2.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+31
Holders Change %
+20.26%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.22%
New
45
Increased
71
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59.1M
2
CSIA
Charles Schwab Investment Advisory
California
+$52.7M
3
LF
Lee Financial
Texas
+$15.7M
4
Jane Street
Jane Street
New York
+$8.05M
5
AIP
Almanack Investment Partners
Pennsylvania
+$7.24M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$10.6M
2
ACA
Ackerman Capital Advisors
Texas
-$8.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.58M
4
Bank of America
Bank of America
North Carolina
-$5.19M
5
LPL Financial
LPL Financial
California
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
51
CIBC World Market
Ontario, Canada
$1.87M +$1.87M +62,705 New
GC
52
Gilbert & Cook
Iowa
$1.83M -$550K -18,432 -23%
GC
53
Gratus Capital
Georgia
$1.79M +$44.6K +1,496 +3%
WA
54
Waverly Advisors
Alabama
$1.79M – – –
FSWA
55
Financial Synergies Wealth Advisors
Texas
$1.76M +$105K +3,504 +6%
AI
56
Atria Investments
North Carolina
$1.7M +$84.1K +2,819 +5%
TYCC
57
Texas Yale Capital Corp
Florida
$1.69M – – –
OWM
58
Opes Wealth Management
California
$1.67M -$124K -4,173 -7%
RCA
59
Resonant Capital Advisors
Wisconsin
$1.6M +$1.6M +53,726 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$1.59M +$21.9K +734 +1%
EWM
61
Empirical Wealth Management
Washington
$1.44M -$73.6K -2,467 -5%
3C
62
361 Capital
Colorado
$1.3M +$146K +4,886 +13%
ACWM
63
Adams Chetwood Wealth Management
North Carolina
$1.29M +$1.29M +43,280 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$1.29M +$278K +9,314 +28%
UBS Group
65
UBS Group
Switzerland
$1.28M +$107K +3,571 +9%
TAM
66
Townsend Asset Management
North Carolina
$1.23M +$1.23M +41,317 New
PHS
67
Pekin Hardy Strauss
Illinois
$1.16M +$1.16M +38,976 New
MWM
68
Merriman Wealth Management
Washington
$1.15M – – –
CFA
69
Cahill Financial Advisors
Minnesota
$1.06M +$28.5K +954 +3%
PCM
70
Parsons Capital Management
Rhode Island
$996K -$66.8K -2,238 -6%
BUB
71
BBVA USA Bancshares
Texas
$979K -$201K -6,751 -17%
ECG
72
EPIQ Capital Group
California
$927K +$927K +31,066 New
JWM
73
Janiczek Wealth Management
Colorado
$897K -$2.15K -72 -0.2%
BSB
74
Bangor Savings Bank
Maine
$834K -$63.4K -2,125 -7%
SCM
75
SOL Capital Management
Maryland
$815K – – –
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