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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 %
CCG
176
Coastwise Capital Group
California
$236K +$7.84K +289 +3%
AP
177
Appleton Partners
Massachusetts
$236K – – –
PP
178
PrairieView Partners
Minnesota
$232K – – –
Envestnet Portfolio Solutions
179
Envestnet Portfolio Solutions
Illinois
$229K -$49.3K -1,817 -18%
RIA
180
Regal Investment Advisors
Michigan
$226K +$226K +8,326 New
IC
181
IEQ Capital
California
$223K -$2.42K -89 -1%
AWM
182
AE Wealth Management
Kansas
$219K -$4.59K -172 -2%
NGA
183
Naples Global Advisors
Florida
$205K +$205K +7,558 New
LF
184
Lee Financial
Texas
$174K +$132K +4,869 +315%
CA
185
Clearstead Advisors
Ohio
$173K +$142K +5,220 +456%
QCG
186
Quadrant Capital Group
Ohio
$169K -$83.9K -3,091 -33%
Comerica Bank
187
Comerica Bank
Texas
$167K -$132K -4,850 -44%
AC
188
AlphaCore Capital
California
$164K – – –
IA
189
IFP Advisors
Florida
$161K -$1.36K -50 -0.8%
FSWA
190
Financial Synergies Wealth Advisors
Texas
$155K +$14.8K +596 +11%
S
191
SignatureFD
Georgia
$132K +$81 +3 +0.1%
OFG
192
Oxford Financial Group
Indiana
$132K – – –
ASN
193
Advisory Services Network
Georgia
$123K +$123K +4,522 New
PA
194
Parallel Advisors
California
$115K +$299 +11 +0.3%
FFA
195
Frazier Financial Advisors
Ohio
$109K +$109K +4,018 New
EWP
196
Elevation Wealth Partners
California
$103K – – –
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$96K +$11.6K +426 +14%
CIAS
198
Capital Investment Advisory Services
North Carolina
$94.7K +$94.7K +3,489 New
GI
199
Gradient Investments
Minnesota
$94.2K -$461 -17 -0.5%
FFL
200
Financial Freedom LLC
Ohio
$93.2K +$2.74K +101 +3%
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