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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

353 hedge funds and large institutions have $5.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

10% more funds holding

Funds holding: 322 → 353 (+31)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.2% less ownership

Funds ownership: 85.62% → 85.42% (-0.2%)

8% less capital invested

Capital invested by funds: $5.72B → $5.26B (-$464M)

Holders
353
Holders Change
+31
Holders Change %
+9.63%
% of All Funds
4.65%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
68
Increased
145
Reduced
73
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$105M
2
Jane Street
Jane Street
New York
+$15.3M
3
OMC
Old Mission Capital
Illinois
+$13.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.69M
5
Goldman Sachs
Goldman Sachs
New York
+$9.64M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$30.9M
2
AA
ALPS Advisors
Colorado
-$20.2M
3
MIS
Morningstar Investment Services
Illinois
-$14.8M
4
Charles Schwab
Charles Schwab
California
-$12M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTM
51
Keeler Thomas Management
Utah
$6.59M +$992K +31,840 +16%
BIA
52
Bell Investment Advisors
California
$6.55M +$291K +9,351 +4%
SC
53
Savant Capital
Illinois
$6.4M -$189K -6,081 -3%
SA
54
Sanctuary Advisors
Indiana
$5.84M +$1.01M +32,327 +20%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.8M +$320K +10,281 +5%
JP Morgan Chase
56
JP Morgan Chase
New York
$5.75M +$235K +7,538 +4%
IA
57
IFG Advisory
Georgia
$5.69M -$317K -10,183 -5%
WFL
58
Wealth Forward LLC
North Dakota
$5.51M +$150K +4,827 +3%
CL
59
COWA LLC
Oklahoma
$5.05M +$1.32M +42,348 +32%
BCI
60
Brinker Capital Investments
Pennsylvania
$4.59M -$139K -4,448 -3%
OPS
61
Orion Portfolio Solutions
Nebraska
$4.59M -$139K -4,448 -3%
ECG
62
Edge Capital Group
Georgia
$4.56M – – –
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$4.55M -$86.3K -2,769 -2%
EL
64
Essex LLC
Illinois
$4.37M +$56.6K +1,817 +1%
Creative Planning
65
Creative Planning
Kansas
$4.04M +$436K +14,002 +11%
CIA
66
Concurrent Investment Advisors
Florida
$3.7M +$100K +3,209 +3%
AWM
67
Apollon Wealth Management
South Carolina
$3.66M +$202K +6,475 +5%
EWM
68
Empirical Wealth Management
Washington
$3.45M +$139K +4,476 +4%
CVM
69
Cheviot Value Management
California
$3.37M +$235K +7,545 +7%
MCM
70
MAI Capital Management
Ohio
$3.36M +$296K +9,506 +9%
AOWM
71
Alpha Omega Wealth Management
Virginia
$3.33M +$220K +7,052 +7%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$3.26M -$101K -3,226 -3%
MFG
73
Merit Financial Group
Georgia
$3.13M -$73.8K -2,367 -2%
VW
74
Veridan Wealth
Oregon
$3.08M +$3.25M +104,394 New
MML Investors Services
75
MML Investors Services
Massachusetts
$2.83M +$9.29K +298 +0.3%
1 2
3
4 5

FNDE Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2024, worth a combined $5.26B — down 8.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNDE positions and 30 closed out — a net gain of 38 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $30.9M.

  • 353 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 68 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2024 was Fidelity Investments, an estimated $105M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2024 was Wells Fargo, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2024.