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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

314 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, 96 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
4.57%
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
96
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
$3.69B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$383M
3
BWL
Bogart Wealth LLC
Virginia
$28.3M
4
Jane Street
Jane Street
New York
$21.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$29.4M

Top Sellers

1
SAG
SageView Advisory Group
California
$307K
2
UA
Unison Advisors
District of Columbia
$42.4M
3
LNC
Lincoln National Corp
Pennsylvania
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$69.9M
5
YAL
Your Advocates Ltd
Texas
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
126
Private Capital Management (Colorado)
Colorado
$682K -$39.2K -1,324 -5%
LGWM
127
Litman Gregory Wealth Management
California
$629K -$8.28K -280 -1%
FCM
128
Firestone Capital Management
Florida
$625K – – –
PP
129
Prudential plc
United Kingdom
$624K +$390K +13,190 +167%
CP
130
Creekside Partners
California
$611K +$611K +20,676 New
SAM
131
Synergy Asset Management
Washington
$586K +$97.8K +3,308 +20%
BC
132
Brio Consultants
California
$581K +$149K +5,053 +35%
EWA
133
EP Wealth Advisors
California
$564K -$61K -2,062 -10%
LF
134
Lee Financial
Texas
$553K +$130K +4,369 +31%
IFA
135
Index Fund Advisors
California
$548K -$917 -31 -0.2%
BSB
136
Bangor Savings Bank
Maine
$546K -$33.7K -1,141 -6%
TPA
137
Trivium Point Advisory
Connecticut
$526K +$55.7K +1,884 +12%
AF
138
Advisornet Financial
Minnesota
$519K +$6.33K +214 +1%
GFP
139
Guardian Financial Partners
California
$517K +$49.7K +1,681 +11%
FG
140
Foster Group
Iowa
$513K – – –
Corient Private Wealth
141
Corient Private Wealth
Florida
$512K -$306K -10,348 -37%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$497K -$547K -18,478 -52%
VBWMG
143
Von Berge Wealth Management Group
California
$496K +$16K +540 +3%
HFS
144
HBC Financial Services
Washington
$493K +$492K +5,990 +42,786%
NHC
145
Nicholas Hoffman & Company
Georgia
$492K +$15.4K +522 +3%
AHL
146
Abel Hall LLC
Louisiana
$491K -$89 -3 -0%
CCA
147
Clarity Capital Advisors
Florida
$485K – – –
PWM
148
Power Wealth Management
Georgia
$475K +$475K +16,051 New
SI
149
Saxon Interests
Texas
$430K – – –
MWM
150
MorganRosel Wealth Management
Colorado
$426K +$18.2K +614 +4%
4 5
6
7 8