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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

305 hedge funds and large institutions have $4.81B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 25 closing their positions.

Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
66
Increased
114
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.35B
2
Citadel Advisors
2
Citadel Advisors
Florida
$91.8M
3
Jane Street
3
Jane Street
New York
$70.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$97.7M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$75M

Top Sellers

1
AFA
1
Arlington Financial Advisors
California
$8.62M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$0
3
AL
3
Aspiriant LLC
California
$24.9M
4
PWM
4
Pinnacle Wealth Management
California
$0
5
YAL
5
Your Advocates Ltd
Texas
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
51
Bell Investment Advisors
California
$5.9M +$628K +23,155 +12%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$5.64M +$456K +16,788 +9%
OPS
53
Orion Portfolio Solutions
Nebraska
$5.49M -$410K -15,360 -7%
BCI
54
Brinker Capital Investments
Pennsylvania
$5.49M -$410K -15,360 -7%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.16M +$707K +26,038 +16%
SWM
56
Sculati Wealth Management
Michigan
$4.69M +$146K +5,371 +3%
LPL Financial
57
LPL Financial
California
$4.55M +$293K +10,779 +7%
ECG
58
Edge Capital Group
Georgia
$4.08M +$680K +25,050 +20%
WFL
59
Wealth Forward LLC
North Dakota
$4.07M +$4.07M +149,988 New
IA
60
IFG Advisory
Georgia
$3.9M +$127K +4,681 +3%
EL
61
Essex LLC
Illinois
$3.75M +$1.21M +44,651 +48%
EWM
62
Empirical Wealth Management
Washington
$3.47M -$74.7K -2,751 -2%
CVM
63
Cheviot Value Management
California
$3.45M -$12.7K -469 -0.4%
KTM
64
Keeler Thomas Management
Utah
$3.34M -$416K -15,336 -11%
PS
65
Principal Securities
Iowa
$3.22M +$3.22M +118,550 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$3.12M +$182K +6,723 +6%
WFA
67
Wade Financial Advisory
California
$3.08M -$5.16K -190 -0.2%
TPI
68
Trust Point Inc
Wisconsin
$2.95M +$2.95M +108,552 New
Creative Planning
69
Creative Planning
Kansas
$2.85M +$36.5K +1,344 +1%
AOWM
70
Alpha Omega Wealth Management
Virginia
$2.65M -$110K -4,052 -4%
CIA
71
Concurrent Investment Advisors
Florida
$2.63M +$2.63M +96,868 New
ACG
72
Allen Capital Group
Nebraska
$2.54M +$471K +17,354 +23%
SM
73
Sensible Money
Arizona
$2.48M +$2.28K +84 +0.1%
AWM
74
Apollon Wealth Management
South Carolina
$2.19M +$116K +4,278 +6%
CFO
75
Collective Family Office
Pennsylvania
$2.18M -$442K -16,285 -17%
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