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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

357 hedge funds and large institutions have $5.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+6
Holders Change %
+1.71%
% of All Funds
4.85%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.22%
New
56
Increased
128
Reduced
100
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$15.1M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$7.72M
3
VCM
Virtue Capital Management
Tennessee
+$6.87M
4
Morgan Stanley
Morgan Stanley
New York
+$6.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.18M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$5.26B
2
Charles Schwab
Charles Schwab
California
-$54.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$25.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$14.5M
5
OMC
Old Mission Capital
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
51
COWA LLC
Oklahoma
$6.01M +$652K +21,168 +12%
WFL
52
Wealth Forward LLC
North Dakota
$5.77M -$75.5K -2,451 -1%
SC
53
Savant Capital
Illinois
$5.75M -$1.04M -33,606 -15%
EL
54
Essex LLC
Illinois
$4.91M +$269K +8,744 +6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$4.86M +$27.3K +886 +0.6%
AFS
56
Access Financial Services
Minnesota
$4.73M +$4.73M +153,537 New
MML Investors Services
57
MML Investors Services
Massachusetts
$4.73M +$1.72M +55,963 +57%
Creative Planning
58
Creative Planning
Kansas
$4.71M +$423K +13,739 +10%
LWP
59
Laurel Wealth Planning
Minnesota
$4.71M +$4.71M +152,791 New
EF
60
Empowered Funds
Pennsylvania
$4.57M +$4.57M +148,372 New
BCI
61
Brinker Capital Investments
Pennsylvania
$4.48M -$386K -12,541 -8%
OPS
62
Orion Portfolio Solutions
Nebraska
$4.48M -$386K -12,541 -8%
Jane Street
63
Jane Street
New York
$4.35M -$10.8M -349,502 -71%
SWA
64
Sax Wealth Advisors
New Jersey
$4.3M +$1.79M +58,196 +72%
CIA
65
Concurrent Investment Advisors
Florida
$4.28M +$351K +11,411 +9%
PAG
66
Private Advisor Group
New Jersey
$4.08M +$4.08M +132,476 New
CVM
67
Cheviot Value Management
California
$4M +$400K +12,917 +11%
WCA
68
Westover Capital Advisors
Delaware
$3.89M +$3.89M +126,209 New
EWM
69
Empirical Wealth Management
Washington
$3.88M +$221K +7,166 +6%
AWM
70
Apollon Wealth Management
South Carolina
$3.77M -$117K -3,797 -3%
MCM
71
MAI Capital Management
Ohio
$3.68M +$113K +3,683 +3%
AOWM
72
Alpha Omega Wealth Management
Virginia
$3.66M +$129K +4,187 +4%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.51M +$562K +18,247 +19%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$3.23M -$222K -7,211 -6%
Mariner
75
Mariner
Kansas
$3.22M +$832K +27,009 +35%
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