We are live on ! Find out more
FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$1.51M +$63.7K +1,992 +4%
HAC
77
Harbor Advisory Corp
New Hampshire
$1.5M
NDSI
78
Newman Dignan & Sheerar Inc
Rhode Island
$1.46M +$48.9K +1,530 +3%
BIA
79
Bell Investment Advisors
California
$1.43M +$136K +4,268 +10%
COF
80
Capital One Financial
Virginia
$1.4M +$180K +5,637 +14%
AI
81
Atria Investments
North Carolina
$1.36M -$274K -8,574 -16%
BS
82
Boenning & Scattergood
Pennsylvania
$1.33M +$5.69K +178 +0.4%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.3M +$32.4K +1,014 +3%
Prudential Financial
84
Prudential Financial
New Jersey
$1.28M +$91.7K +2,869 +8%
AOWM
85
Alpha Omega Wealth Management
Virginia
$1.24M +$198K +6,182 +19%
HTC
86
Haverford Trust Company
Pennsylvania
$1.23M
CFA
87
Cahill Financial Advisors
Minnesota
$1.19M +$73.6K +2,303 +6%
C
88
Certuity
Florida
$1.18M +$641K +20,037 +111%
AWM
89
Apollon Wealth Management
South Carolina
$1.13M +$494K +15,462 +73%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$1.12M +$1.16M +36,181 New
YAL
91
Your Advocates Ltd
Texas
$1.1M -$3.5M -109,536 -76%
FFA
92
Fragasso Financial Advisors
Pennsylvania
$1.08M +$1.11M +34,767 New
PPA
93
Parametric Portfolio Associates
Washington
$1.05M +$309K +9,678 +40%
CST
94
Charles Schwab Trust
Nevada
$1.04M -$17.3M -541,598 -94%
SL
95
SWMG LLC
Texas
$1.04M -$232K -7,270 -18%
CC
96
Callan Capital
California
$1.01M +$1.04M +32,682 New
GC
97
Gratus Capital
Georgia
$997K -$179K -5,584 -15%
GC
98
Gilbert & Cook
Iowa
$930K -$294K -9,183 -23%
EL
99
Essex LLC
Illinois
$904K +$152K +4,770 +20%
OC
100
Oarsman Capital
Wisconsin
$877K +$344K +10,751 +61%

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.