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Schwab Fundamental Emerging Markets Large Company Index ETF

247 hedge funds and large institutions have $4.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

62% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 58

10% more funds holding

Funds holding: 225247 (+22)

4% more capital invested

Capital invested by funds: $4.1B → $4.26B (+$156M)

0.67% less ownership

Funds ownership: 86.52%85.85% (-0.67%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
247
Holders Change
+22
Holders Change %
+9.78%
% of All Funds
4.32%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
41
Increased
94
Reduced
58
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
76
Silicon Hills Wealth Management
Texas
$1.43M -$29.1K -913 -2%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.39M +$501K +15,731 +57%
BS
78
Boenning & Scattergood
Pennsylvania
$1.38M -$3.98K -125 -0.3%
BIA
79
Bell Investment Advisors
California
$1.35M +$1.34M +41,951 New
TNA
80
True North Advisors
Texas
$1.33M +$8.79K +276 +0.7%
HR
81
Howe & Rusling
New York
$1.31M +$1.13M +35,344 +649%
SL
82
SWMG LLC
Texas
$1.31M +$6.5K +204 +0.5%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.31M -$350 -11 -0%
HTC
84
Haverford Trust Company
Pennsylvania
$1.28M +$47.8K +1,500 +4%
COF
85
Capital One Financial
Virginia
$1.27M +$424K +13,314 +51%
GC
86
Gilbert & Cook
Iowa
$1.26M -$101K -3,165 -7%
GC
87
Gratus Capital
Georgia
$1.22M -$155K -4,856 -11%
Prudential Financial
88
Prudential Financial
New Jersey
$1.18M +$303K +9,531 +35%
CFA
89
Cahill Financial Advisors
Minnesota
$1.16M
AOWM
90
Alpha Omega Wealth Management
Virginia
$1.05M +$245K +7,694 +31%
CMO
91
Covenant Multifamily Offices
Texas
$837K -$2.77K -87 -0.3%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$788K +$578K +18,145 +286%
EL
93
Essex LLC
Illinois
$786K +$777K +24,393 New
PPA
94
Parametric Portfolio Associates
Washington
$777K -$237K -7,438 -24%
TCWM
95
Total Clarity Wealth Management
Illinois
$748K +$198K +6,231 +37%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$737K -$177K -5,560 -20%
AWM
97
Apollon Wealth Management
South Carolina
$681K -$49.1K -1,542 -7%
Citadel Advisors
98
Citadel Advisors
Florida
$616K -$1.55M -48,656 -72%
PCM
99
Parsons Capital Management
Rhode Island
$614K -$57.7K -1,812 -9%
OPS
100
Orion Portfolio Solutions
Nebraska
$611K +$35.7K +1,121 +6%

FNDE Hedge Fund Activity: Q3 2021 in Review

247 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2021, worth a combined $4.26B — up 3.8% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDE positions and 16 closed out — a net gain of 25 holders — while 94 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $110M. The largest seller was Brinker Capital Investments, cutting an estimated $16.8M.

  • 247 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2021, up from 225 in Q2 2021.
  • Funds reported $4.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2021 and 16 closed out, a net change of +25 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $110M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2021 was Brinker Capital Investments, an estimated $16.8M sold.

Based on aggregated 13F filings for Q3 2021.