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Schwab Fundamental Emerging Markets Large Company Index ETF

353 hedge funds and large institutions have $5.26B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 30

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

10% more funds holding

Funds holding: 322353 (+31)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.2% less ownership

Funds ownership: 85.62%85.42% (-0.2%)

8% less capital invested

Capital invested by funds: $5.72B → $5.26B (-$464M)

Holders
353
Holders Change
+31
Holders Change %
+9.63%
% of All Funds
4.65%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.18%
New
68
Increased
145
Reduced
73
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DKCM
151
Davidson Kahn Capital Management
California
$559K +$599K +19,234 New
Corient Private Wealth
152
Corient Private Wealth
Florida
$557K -$96.9K -3,110 -14%
AssetMark Inc
153
AssetMark Inc
California
$549K +$579K +18,569 +5,803%
PCMC
154
Private Capital Management (Colorado)
Colorado
$542K -$18.3K -588 -3%
AF
155
Advisornet Financial
Minnesota
$521K +$11.7K +377 +2%
BSB
156
Bangor Savings Bank
Maine
$509K
HFS
157
HBC Financial Services
Washington
$504K +$3.8K +122 +0.7%
CCA
158
Clarity Capital Advisors
Florida
$499K +$20.4K +654 +4%
VBFG
159
Vishria Bird Financial Group
Tennessee
$499K -$55.6K -1,783 -9%
MWM
160
MorganRosel Wealth Management
Colorado
$484K +$54K +1,734 +12%
FG
161
Foster Group
Iowa
$479K -$30.5K -979 -6%
Jones Financial Companies
162
Jones Financial Companies
Missouri
$474K +$215K +6,905 +73%
SFA
163
Sequoia Financial Advisors
Ohio
$472K +$70.5K +2,262 +16%
CG
164
Caprock Group
Idaho
$448K +$18.1K +582 +4%
TWM
165
Tumwater Wealth Management
Idaho
$446K +$478K +15,351 New
CA
166
CoreCap Advisors
Michigan
$442K +$199K +6,384 +72%
AHL
167
Abel Hall LLC
Louisiana
$434K -$17K -545 -4%
BDFN
168
Bond & Devick Financial Network
Minnesota
$427K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$402K +$48.1K +1,545 +13%
LFG
170
Larson Financial Group
Missouri
$398K +$157K +5,031 +58%
SI
171
Saxon Interests
Texas
$397K -$26.7K -856 -6%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$387K -$22K -706 -5%
TWP
173
Tempus Wealth Planning
California
$367K +$13.3K +426 +3%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$361K +$29.3K +940 +8%
BlackRock
175
BlackRock
New York
$360K +$386K +12,394 New

FNDE Hedge Fund Activity: Q4 2024 in Review

353 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2024, worth a combined $5.26B — down 8.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new FNDE positions and 30 closed out — a net gain of 38 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $105M. The largest seller was Wells Fargo, cutting an estimated $30.9M.

  • 353 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2024, up from 322 in Q3 2024.
  • Funds reported $5.26B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2024, down 8.1% quarter-over-quarter.
  • 68 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2024 and 30 closed out, a net change of +38 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2024 was Fidelity Investments, an estimated $105M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2024 was Wells Fargo, an estimated $30.9M sold.

Based on aggregated 13F filings for Q4 2024.