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Schwab Fundamental Emerging Markets Large Company Index ETF

322 hedge funds and large institutions have $5.72B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 96 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 96

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

10% more capital invested

Capital invested by funds: $5.18B → $5.72B (+$542M)

2% more funds holding

Funds holding: 316322 (+6)

1.52% less ownership

Funds ownership: 87.14%85.62% (-1.5%)

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
4.62%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
39
Increased
124
Reduced
96
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Ackerman Capital Advisors
Texas
$1.49M -$135K -4,508 -9%
WFA
102
Wade Financial Advisory
California
$1.44M -$19.1K -640 -1%
BGAI
103
Bruce G. Allen Investments
Colorado
$1.44M +$3.65K +122 +0.3%
HCM
104
Hengehold Capital Management
Ohio
$1.43M -$22.5K -752 -2%
KFS
105
Kaizen Financial Strategies
California
$1.43M -$15.7K -524 -1%
NHC
106
Nicholas Hoffman & Company
Georgia
$1.43M +$824K +27,558 +166%
QP
107
Quartz Partners
New York
$1.36M +$1.26M +42,086 New
FNC
108
First National Corp
Massachusetts
$1.3M +$29K +969 +2%
BPA
109
Beacon Pointe Advisors
California
$1.24M +$153K +5,120 +15%
APW
110
Austin Private Wealth
Texas
$1.1M -$15.7K -524 -2%
Betterment LLC
111
Betterment LLC
New York
$1.1M +$19.1K +640 +2%
JCIA
112
Jackson Creek Investment Advisors
Colorado
$1.04M -$45.6K -1,525 -5%
EWA
113
EP Wealth Advisors
California
$1M +$356K +11,919 +62%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$977K -$106K -3,532 -11%
MSFS
115
Main Street Financial Solutions
Pennsylvania
$964K -$415K -13,873 -32%
Cerity Partners
116
Cerity Partners
New York
$955K -$409K -13,672 -32%
CIC
117
Cutler Investment Counsel
Oregon
$930K -$24.2K -809 -3%
CIA
118
Cape Investment Advisory
Georgia
$922K +$6.37K +213 +0.8%
FWM
119
Forza Wealth Management
Florida
$894K
SWA
120
Sax Wealth Advisors
New Jersey
$882K +$575K +19,226 +238%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$872K -$768K -25,687 -49%
EWA
122
Etesian Wealth Advisors
Oregon
$847K +$488K +16,315 +164%
FFA
123
Fragasso Financial Advisors
Pennsylvania
$839K -$110K -3,677 -12%
GC
124
Gibson Capital
Pennsylvania
$811K +$49.2K +1,645 +7%
AAS
125
Asset Allocation Strategies
Michigan
$800K +$741K +24,798 New

FNDE Hedge Fund Activity: Q3 2024 in Review

322 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q3 2024, worth a combined $5.72B — up 10% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FNDE positions and 30 closed out — a net gain of 9 holders — while 124 added to existing stakes and 96 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $54.6M. The largest seller was Charles Schwab, cutting an estimated $23.5M.

  • 322 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q3 2024, up from 316 in Q2 2024.
  • Funds reported $5.72B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 39 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q3 2024 and 30 closed out, a net change of +9 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q3 2024 was Fidelity Investments, an estimated $54.6M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q3 2024 was Charles Schwab, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2024.