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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

168 hedge funds and large institutions have $2.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
23
Increased
52
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$44.2M
2
Goldman Sachs
Goldman Sachs
New York
+$18.7M
3
SC
Savant Capital
Illinois
+$8.59M
4
EP
Eudaimonia Partners
Tennessee
+$1.52M
5
CST
Charles Schwab Trust
Nevada
+$1.07M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$6.28M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$4.31M
3
Bank of America
Bank of America
North Carolina
-$3.74M
4
IDA
Intelligence Driven Advisers
California
-$2.79M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$1.13M +$25.7K +1,085 +2%
GC
52
Gilbert & Cook
Iowa
$1.12M -$42.3K -1,784 -4%
IA
53
IFG Advisory
Georgia
$1.09M +$108K +4,542 +11%
ACWM
54
Adams Chetwood Wealth Management
North Carolina
$1.07M -$100K -4,216 -9%
JCIA
55
Jackson Creek Investment Advisors
Colorado
$1.05M +$1.05M +44,067 New
CVM
56
Cheviot Value Management
California
$970K +$370K +15,606 +62%
BS
57
Boenning & Scattergood
Pennsylvania
$947K +$947K +39,940 New
AAS
58
Avantax Advisory Services
Texas
$908K +$908K +38,295 New
CFA
59
Cahill Financial Advisors
Minnesota
$849K – – –
PCM
60
Parsons Capital Management
Rhode Island
$838K +$38.8K +1,638 +5%
SIAS
61
Shine Investment Advisory Services
Colorado
$808K +$189K +7,967 +31%
TNA
62
True North Advisors
Texas
$768K -$8.11K -342 -1%
Creative Planning
63
Creative Planning
Kansas
$762K +$345K +14,542 +83%
MML Investors Services
64
MML Investors Services
Massachusetts
$742K -$8.87K -374 -1%
BSB
65
Bangor Savings Bank
Maine
$707K +$41.2K +1,738 +6%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$701K – – –
PPA
67
Parametric Portfolio Associates
Washington
$608K -$13.5K -571 -2%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$588K – – –
SWM
69
Sculati Wealth Management
Michigan
$568K +$276K +11,652 +95%
FSWA
70
Financial Synergies Wealth Advisors
Texas
$560K -$712K -30,035 -56%
CMO
71
Covenant Multifamily Offices
Texas
$552K +$38.1K +1,607 +7%
BUB
72
BBVA USA Bancshares
Texas
$551K -$1.08K -46 -0.2%
CCM
73
Chilton Capital Management
Texas
$484K +$197K +8,290 +69%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$480K +$176K +7,420 +58%
TAM
75
Townsend Asset Management
North Carolina
$478K -$259K -10,912 -35%
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