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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $4.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

10% more funds holding

Funds holding: 225247 (+22)

4% more capital invested

Capital invested by funds: $4.1B → $4.26B (+$156M)

0.67% less ownership

Funds ownership: 86.52%85.85% (-0.67%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
247
Holders Change
+22
Holders Change %
+9.78%
% of All Funds
4.32%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
41
Increased
94
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
51
Wade Financial Advisory
California
$2.47M -$89.4K -2,808 -4%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$2.34M +$1.86M +58,394 +408%
FCM
53
Firestone Capital Management
Florida
$2.33M
Creative Planning
54
Creative Planning
Kansas
$2.09M +$612K +19,236 +42%
IA
55
IFG Advisory
Georgia
$2.07M +$249K +7,832 +14%
WA
56
Waverly Advisors
Alabama
$2.07M
CVM
57
Cheviot Value Management
California
$2.04M +$144K +4,535 +8%
BSB
58
Bangor Savings Bank
Maine
$1.97M +$676K +21,227 +53%
ACA
59
Ackerman Capital Advisors
Texas
$1.88M -$9.68K -304 -0.5%
Mariner
60
Mariner
Kansas
$1.85M +$738K +23,183 +68%
AL
61
Aspiriant LLC
California
$1.84M +$232K +7,272 +15%
Osaic Holdings
62
Osaic Holdings
Arizona
$1.78M -$83.5K -2,622 -5%
ECG
63
Edge Capital Group
Georgia
$1.76M +$10.7K +337 +0.6%
RTL
64
Red Tortoise LLC
Georgia
$1.74M +$2.36M +74,046 New
AI
65
Atria Investments
North Carolina
$1.69M +$36.8K +1,155 +2%
HCM
66
Hengehold Capital Management
Ohio
$1.68M -$43K -1,350 -3%
SWM
67
Sculati Wealth Management
Michigan
$1.65M +$329K +10,318 +25%
JCIA
68
Jackson Creek Investment Advisors
Colorado
$1.65M +$3.12K +98 +0.2%
MWM
69
Madison Wealth Management
Ohio
$1.58M +$334K +10,488 +27%
HAC
70
Harbor Advisory Corp
New Hampshire
$1.56M
Renaissance Technologies
71
Renaissance Technologies
New York
$1.54M +$1.52M +47,700 New
MML Investors Services
72
MML Investors Services
Massachusetts
$1.51M +$192K +6,037 +15%
FNC
73
First National Corp
Massachusetts
$1.48M -$92.8K -2,916 -6%
GW
74
GW & Wade
Massachusetts
$1.48M
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$1.47M +$194K +6,077 +15%

FNDE Hedge Fund Activity: Q3 2021 in Review

247 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2021, worth a combined $4.26B — up 3.8% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDE positions and 16 closed out — a net gain of 25 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $110M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.

  • 247 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $4.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2021 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $110M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2021.