We are live on ! Find out more
FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

316 hedge funds and large institutions have $5.18B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 105 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $4.85B → $5.18B (+$329M)

3% more funds holding

Funds holding: 308316 (+8)

8% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 97

0.42% more ownership

Funds ownership: 86.72%87.14% (+0.42%)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
316
Holders Change
+8
Holders Change %
+2.6%
% of All Funds
4.56%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
52
Increased
105
Reduced
97
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Gibson Capital
Pennsylvania
$695K
PCMC
127
Private Capital Management (Colorado)
Colorado
$682K -$38.4K -1,324 -5%
LGWM
128
Litman Gregory Wealth Management
California
$629K -$8.13K -280 -1%
FCM
129
Firestone Capital Management
Florida
$625K
PP
130
Prudential plc
United Kingdom
$624K +$383K +13,190 +167%
CP
131
Creekside Partners
California
$611K +$600K +20,676 New
SAM
132
Synergy Asset Management
Washington
$586K +$96.1K +3,308 +20%
BC
133
Brio Consultants
California
$581K +$147K +5,053 +35%
EWA
134
EP Wealth Advisors
California
$564K -$59.9K -2,062 -10%
LF
135
Lee Financial
Texas
$553K +$127K +4,369 +31%
IFA
136
Index Fund Advisors
California
$548K -$900 -31 -0.2%
BSB
137
Bangor Savings Bank
Maine
$546K -$33.1K -1,141 -6%
TPA
138
Trivium Point Advisory
Connecticut
$526K +$54.7K +1,884 +12%
AF
139
Advisornet Financial
Minnesota
$519K +$6.21K +214 +1%
GFP
140
Guardian Financial Partners
California
$517K +$48.8K +1,681 +11%
FG
141
Foster Group
Iowa
$513K
Corient Private Wealth
142
Corient Private Wealth
Florida
$512K -$301K -10,348 -37%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$497K -$537K -18,478 -52%
VBWMG
144
Von Berge Wealth Management Group
California
$496K +$15.7K +540 +3%
HFS
145
HBC Financial Services
Washington
$493K +$174K +5,990 +42,786%
NHC
146
Nicholas Hoffman & Company
Georgia
$492K +$15.2K +522 +3%
AHL
147
Abel Hall LLC
Louisiana
$491K -$87 -3 -0%
CCA
148
Clarity Capital Advisors
Florida
$485K
PWM
149
Power Wealth Management
Georgia
$475K +$466K +16,051 New
SI
150
Saxon Interests
Texas
$430K

FNDE Hedge Fund Activity: Q2 2024 in Review

316 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q2 2024, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FNDE positions and 40 closed out — a net gain of 12 holders — while 105 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab, adding an estimated $3.6B. The largest seller was SageView Advisory Group, cutting an estimated $78.7M.

  • 316 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q2 2024, up from 308 in Q1 2024.
  • Funds reported $5.18B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 52 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q2 2024 and 40 closed out, a net change of +12 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q2 2024 was Charles Schwab, an estimated $3.6B added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q2 2024 was SageView Advisory Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2024.