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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

184 hedge funds and large institutions have $2.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+31
Holders Change %
+20.26%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.22%
New
45
Increased
71
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59.1M
2
CSIA
Charles Schwab Investment Advisory
California
+$52.7M
3
LF
Lee Financial
Texas
+$15.7M
4
Jane Street
Jane Street
New York
+$8.05M
5
AIP
Almanack Investment Partners
Pennsylvania
+$7.24M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$10.6M
2
ACA
Ackerman Capital Advisors
Texas
-$8.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.58M
4
Bank of America
Bank of America
North Carolina
-$5.19M
5
LPL Financial
LPL Financial
California
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$815K +$146K +4,889 +22%
UCFA
77
United Capital Financial Advisors
Texas
$814K -$98.8K -3,310 -11%
MML Investors Services
78
MML Investors Services
Massachusetts
$796K -$31.7K -1,063 -4%
PA
79
Parallel Advisors
California
$735K -$2.18K -73 -0.3%
BDF
80
Balasa Dinverno & Foltz
$728K +$17.7K +593 +2%
BF
81
BOK Financial
Oklahoma
$670K -$450K -15,085 -40%
CVM
82
Cheviot Value Management
California
$667K +$184K +6,167 +38%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$656K -$198K -6,654 -23%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$632K +$50.6K +1,697 +9%
CWM
85
Cedar Wealth Management
California
$621K +$283K +9,473 +84%
OPS
86
Orion Portfolio Solutions
Nebraska
$611K +$611K +20,464 New
AP
87
Adero Partners
California
$595K +$595K +19,930 New
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$586K – – –
CAN
89
Cetera Advisor Networks
California
$541K +$1.34K +45 +0.2%
WCF
90
West Coast Financial
California
$527K – – –
SPA
91
Sentinel Pension Advisors
Massachusetts
$509K +$509K +17,057 New
AG
92
Advisor Group
Arizona
$501K -$31.6K -1,054 -6%
FCM
93
Firestone Capital Management
Florida
$487K +$487K +16,314 New
PCIA
94
Prime Capital Investment Advisors
Kansas
$482K -$23.4K -784 -5%
MWM
95
Madison Wealth Management
Ohio
$458K +$458K +15,348 New
CMO
96
Covenant Multifamily Offices
Texas
$445K -$68.2K -2,283 -13%
AOWM
97
Alpha Omega Wealth Management
Virginia
$432K +$17.2K +577 +4%
FAIM
98
Financial Advocates Investment Management
Washington
$408K +$4.09K +137 +1%
PAG
99
Private Advisor Group
New Jersey
$361K +$361K +12,103 New
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$360K +$58K +1,946 +19%
2 3
4
5 6