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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

305 hedge funds and large institutions have $4.81B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 114 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+39
Holders Change %
+14.66%
% of All Funds
4.47%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.21%
New
66
Increased
114
Reduced
74
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.35B
2
Citadel Advisors
Citadel Advisors
Florida
$91.8M
3
Jane Street
Jane Street
New York
$70.6M
4
Morgan Stanley
Morgan Stanley
New York
$97.7M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$75M

Top Sellers

1
AFA
Arlington Financial Advisors
California
$8.62M
2
IWC
Integrated Wealth Concepts
Massachusetts
$0
3
AL
Aspiriant LLC
California
$24.9M
4
PWM
Pinnacle Wealth Management
California
$0
5
YAL
Your Advocates Ltd
Texas
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
151
Trivium Point Advisory
Connecticut
$376K +$43.5K +1,602 +13%
BC
152
Brio Consultants
California
$374K +$374K +13,771 New
BDFN
153
Bond & Devick Financial Network
Minnesota
$359K – – –
CA
154
Cetera Advisors
Colorado
$358K -$119K -4,377 -25%
OC
155
Oarsman Capital
Wisconsin
$348K +$8.14K +300 +2%
MWM
156
MorganRosel Wealth Management
Colorado
$341K +$2.88K +106 +0.9%
RWP
157
Revolve Wealth Partners
New Jersey
$333K – – –
SAM
158
Synergy Asset Management
Washington
$323K +$323K +11,910 New
WPC
159
Wedmont Private Capital
Pennsylvania
$316K +$3.02K +113 +1%
TWP
160
Tempus Wealth Planning
California
$312K +$34.7K +1,277 +13%
EFG
161
Ethos Financial Group
Pennsylvania
$310K -$206K -7,600 -40%
PCP
162
Proficio Capital Partners
Massachusetts
$309K – – –
JWM
163
Janiczek Wealth Management
Colorado
$299K -$2.71K -100 -0.9%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$296K -$18.8K -694 -6%
PCM
165
Parsons Capital Management
Rhode Island
$284K -$70.1K -2,583 -20%
CG
166
Clarus Group
Texas
$281K -$30.2K -1,113 -10%
Prudential Financial
167
Prudential Financial
New Jersey
$274K +$274K +10,101 New
NHC
168
Nicholas Hoffman & Company
Georgia
$272K +$25K +923 +10%
AF
169
Allworth Financial
California
$270K +$37.7K +1,390 +16%
TAM
170
Townsend Asset Management
North Carolina
$259K -$11.1K -410 -4%
WF
171
Warner Financial
Maryland
$256K +$9.76K +360 +4%
VCM
172
Versant Capital Management
Arizona
$255K +$8.55K +315 +3%
WW
173
Waterfront Wealth
Kansas
$247K -$45.9K -1,693 -16%
SFA
174
Sequoia Financial Advisors
Ohio
$245K +$245K +9,033 New
LIA
175
LBMC Investment Advisors
Tennessee
$237K – – –
5 6
7
8 9