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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

168 hedge funds and large institutions have $2.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
23
Increased
52
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$44.2M
2
Goldman Sachs
Goldman Sachs
New York
+$18.7M
3
SC
Savant Capital
Illinois
+$8.59M
4
EP
Eudaimonia Partners
Tennessee
+$1.52M
5
CST
Charles Schwab Trust
Nevada
+$1.07M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$6.28M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$4.31M
3
Bank of America
Bank of America
North Carolina
-$3.74M
4
IDA
Intelligence Driven Advisers
California
-$2.79M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
126
Vigilant Capital Management
Maine
$26K – – –
BlackRock
127
BlackRock
New York
$25K +$1.57K +66 +7%
GWM
128
Geneos Wealth Management
Colorado
$24K – – –
TIM
129
Tortoise Investment Management
New York
$24K – – –
CPW
130
Catalyst Private Wealth
California
$24K +$24K +993 New
US Bancorp
131
US Bancorp
Minnesota
$24K +$24K +1,010 New
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$23K +$23K +965 New
IA
133
IFP Advisors
Florida
$18K -$55.5K -2,331 -76%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$15K -$5.77K -245 -28%
ACA
135
Aptus Capital Advisors
Alabama
$15K – – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$15K – – –
HR
137
Howe & Rusling
New York
$15K +$15K +630 New
JCM
138
Jacobi Capital Management
Pennsylvania
$14K +$2.43K +104 +21%
SMG
139
Spectrum Management Group
Indiana
$13K – – –
WT
140
Washington Trust
Rhode Island
$12K – – –
CA
141
Clearstead Advisors
Ohio
$5K – – –
SIS
142
Sound Income Strategies
Florida
$5K – – –
TRCT
143
Tower Research Capital (TRC)
New York
$5K +$5K +218 New
NFG
144
Next Financial Group
Texas
$5K +$5K +218 New
SPIA
145
Steward Partners Investment Advisory
New York
$5K +$5K +224 New
RIM
146
Rockbridge Investment Management
New York
$4K – – –
HFS
147
Hantz Financial Services
Michigan
$3K -$5.63K -244 -65%
BW
148
Bison Wealth
Georgia
$3K +$3K +139 New
MAM
149
Meeder Asset Management
Ohio
$3K +$3K +145 New
HWA
150
HCR Wealth Advisors
California
$2K -$36.7K -1,376 -95%
4 5
6
7 8