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Schwab Fundamental Emerging Markets Large Company Index ETF

353 hedge funds and large institutions have $5.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

10% more funds holding

Funds holding: 322353 (+31)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.2% less ownership

Funds ownership: 85.62%85.42% (-0.2%)

8% less capital invested

Capital invested by funds: $5.72B → $5.26B (-$464M)

Holders
353
Holders Change
+31
Holders Change %
+9.63%
% of All Funds
4.65%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
68
Increased
145
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Synergy Asset Management
Washington
$1.61M +$897K +28,795 +120%
CFGA
102
Cambridge Financial Group (Arizona)
Arizona
$1.57M -$23.1K -742 -1%
GFG
103
Goldstone Financial Group
Illinois
$1.56M +$221K +7,090 +15%
Stifel Financial
104
Stifel Financial
Missouri
$1.56M +$96.1K +3,084 +6%
FA
105
FF Advisors
California
$1.53M -$236K -7,575 -13%
AAS
106
Asset Allocation Strategies
Michigan
$1.53M +$791K +25,390 +102%
MA
107
McGrath & Associates
North Carolina
$1.53M +$1.64M +52,529 New
HighTower Advisors
108
HighTower Advisors
Illinois
$1.49M -$1.09M -34,897 -41%
OAM
109
Occidental Asset Management
California
$1.44M +$8.35K +268 +0.5%
HAC
110
Harbor Advisory Corp
New Hampshire
$1.41M
CFA
111
Cahill Financial Advisors
Minnesota
$1.34M -$20.5K -658 -1%
KFS
112
Kaizen Financial Strategies
California
$1.32M +$42K +1,349 +3%
ACA
113
Ackerman Capital Advisors
Texas
$1.32M -$23.4K -750 -2%
EWA
114
Etesian Wealth Advisors
Oregon
$1.29M +$567K +18,181 +69%
HCM
115
Hengehold Capital Management
Ohio
$1.28M -$9.88K -317 -0.7%
QP
116
Quartz Partners
New York
$1.27M +$47.2K +1,514 +4%
WFA
117
Wade Financial Advisory
California
$1.27M -$36.3K -1,164 -3%
MPW
118
Magnolia Private Wealth
Pennsylvania
$1.24M +$1.33M +42,752 New
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.19M +$1.28M +40,981 New
FNC
120
First National Corp
Massachusetts
$1.18M +$10.9K +350 +0.9%
WA
121
Whipplewood Advisors
Colorado
$1.17M +$1.25M +40,182 New
Cerity Partners
122
Cerity Partners
New York
$1.08M +$234K +7,510 +25%
Betterment LLC
123
Betterment LLC
New York
$1.05M +$69.3K +2,225 +7%
BPA
124
Beacon Pointe Advisors
California
$1.05M -$73.5K -2,359 -6%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$997K +$135K +4,345 +14%

FNDE Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2024, worth a combined $5.26B — down 8.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNDE positions and 30 closed out — a net gain of 38 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $30.9M.

  • 353 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 68 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2024 was Fidelity Investments, an estimated $105M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2024 was Wells Fargo, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2024.