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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

320 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.63%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
95
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$477M
2
BWL
2
Bogart Wealth LLC
Virginia
$59.7M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.15M
5
SA
5
Sanctuary Advisors
Indiana
$4.99M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$4B
2
Jane Street
2
Jane Street
New York
$0
3
WA
3
Waterford Advisors
New York
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.43M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$342K
Name Holding Trade Value Shares
Change 		Shares
Change %
KTM
51
Keeler Thomas Management
Utah
$6.28M +$480K +14,883 +8%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$6.15M +$5.28M +163,597 +607%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$6.12M -$270K -8,382 -4%
WFL
54
Wealth Forward LLC
North Dakota
$5.96M +$924K +28,625 +18%
OPS
55
Orion Portfolio Solutions
Nebraska
$5.25M -$260K -8,042 -5%
BCI
56
Brinker Capital Investments
Pennsylvania
$5.25M -$260K -8,042 -5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.15M +$180K +5,575 +4%
ECG
58
Edge Capital Group
Georgia
$5.07M +$11.3K +350 +0.2%
SA
59
Sanctuary Advisors
Indiana
$4.99M +$4.99M +162,979 New
EL
60
Essex LLC
Illinois
$4.8M +$127K +3,933 +3%
CL
61
COWA LLC
Oklahoma
$4.25M +$1.72M +53,189 +68%
Citadel Advisors
62
Citadel Advisors
Florida
$4.09M +$4.09M +126,674 New
Creative Planning
63
Creative Planning
Kansas
$4.04M +$400K +12,403 +11%
CIA
64
Concurrent Investment Advisors
Florida
$4.01M +$88.7K +2,750 +2%
AWM
65
Apollon Wealth Management
South Carolina
$3.86M +$216K +6,706 +6%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$3.72M +$275K +8,517 +8%
EWM
67
Empirical Wealth Management
Washington
$3.69M -$176K -5,453 -5%
MFG
68
Merit Financial Group
Georgia
$3.55M +$3.55M +109,957 New
CVM
69
Cheviot Value Management
California
$3.5M -$526K -16,294 -13%
AOWM
70
Alpha Omega Wealth Management
Virginia
$3.47M +$44K +1,363 +1%
MCM
71
MAI Capital Management
Ohio
$3.42M +$13.6K +421 +0.4%
ACG
72
Allen Capital Group
Nebraska
$3.21M -$4.62K -143 -0.1%
MML Investors Services
73
MML Investors Services
Massachusetts
$3.14M -$9.36K -290 -0.3%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$3.09M +$521K +16,153 +20%
SM
75
Sensible Money
Arizona
$2.89M -$9.62K -298 -0.3%
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