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Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Chilton Capital Management
Texas
$2.87M +$230K +7,202 +8%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$488K +15,258 +21%
BCI
53
Brinker Capital Investments
Pennsylvania
$2.62M
HHRDM
54
H&H Retirement Design & Management
Nevada
$2.47M +$2.57M +80,394 New
WFA
55
Wade Financial Advisory
California
$2.38M
IA
56
IFG Advisory
Georgia
$2.35M +$366K +11,434 +18%
RTL
57
Red Tortoise LLC
Georgia
$2.31M +$16.5K +516 +0.7%
FCM
58
Firestone Capital Management
Florida
$2.29M +$47.7K +1,492 +2%
BSB
59
Bangor Savings Bank
Maine
$2.21M +$323K +10,112 +17%
AL
60
Aspiriant LLC
California
$2.19M +$433K +13,533 +24%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$2.09M -$458K -14,312 -18%
WA
62
Waverly Advisors
Alabama
$2.05M
CVM
63
Cheviot Value Management
California
$1.98M +$22.7K +710 +1%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.9M +$189K +5,900 +11%
Mariner
65
Mariner
Kansas
$1.89M +$110K +3,451 +6%
SWM
66
Sculati Wealth Management
Michigan
$1.88M +$297K +9,301 +18%
MWM
67
Madison Wealth Management
Ohio
$1.75M +$241K +7,542 +15%
Creative Planning
68
Creative Planning
Kansas
$1.74M -$275K -8,614 -13%
ACA
69
Ackerman Capital Advisors
Texas
$1.72M -$91.7K -2,868 -5%
HCM
70
Hengehold Capital Management
Ohio
$1.65M +$41.5K +1,297 +2%
ECG
71
Edge Capital Group
Georgia
$1.62M -$73.3K -2,292 -4%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.62M +$291K +9,116 +21%
FNC
73
First National Corp
Massachusetts
$1.61M +$187K +5,846 +13%
TNA
74
True North Advisors
Texas
$1.59M +$327K +10,243 +25%
JCIA
75
Jackson Creek Investment Advisors
Colorado
$1.54M -$41K -1,282 -3%

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.