FNDE icon

Schwab Fundamental Emerging Markets Large Company Index ETF

266 hedge funds and large institutions have $4.24B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 74 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
4.24%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
31
Increased
98
Reduced
74
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WW
151
Waterfront Wealth
Kansas
$273K
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$269K +$269K +10,257 New
TWP
153
Tempus Wealth Planning
California
$268K +$2.52K +96 +0.9%
GFP
154
Guardian Financial Partners
California
$261K +$261K +9,949 New
TAM
155
Townsend Asset Management
North Carolina
$261K
TNA
156
True North Advisors
Texas
$260K -$18.8K -717 -7%
QCG
157
Quadrant Capital Group
Ohio
$245K -$11.9K -452 -5%
NHC
158
Nicholas Hoffman & Company
Georgia
$239K +$239K +9,113 New
VCM
159
Versant Capital Management
Arizona
$238K -$5.22K -199 -2%
WF
160
Warner Financial
Maryland
$238K
AP
161
Appleton Partners
Massachusetts
$228K -$32.8K -1,254 -13%
AF
162
Allworth Financial
California
$225K +$142K +5,399 +170%
LIA
163
LBMC Investment Advisors
Tennessee
$224K
PP
164
PrairieView Partners
Minnesota
$223K
CCG
165
Coastwise Capital Group
California
$221K
Squarepoint
166
Squarepoint
New York
$220K +$220K +8,381 New
AWM
167
AE Wealth Management
Kansas
$220K -$947K -36,106 -81%
IC
168
IEQ Capital
California
$217K +$217K +8,295 New
BSW
169
Buckingham Strategic Wealth
Missouri
$214K +$14.7K +562 +7%
CAM
170
Cresset Asset Management
Illinois
$211K +$211K +8,033 New
AC
171
AlphaCore Capital
California
$158K +$129K +4,931 +450%
IA
172
IFP Advisors
Florida
$157K +$236 +9 +0.2%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$149K -$18.3K -698 -11%
S
174
SignatureFD
Georgia
$128K -$168K -6,399 -57%
OFG
175
Oxford Financial Group
Indiana
$127K