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Schwab Fundamental Emerging Markets Large Company Index ETF

257 hedge funds and large institutions have $4.23B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 58

42% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 33

4% more funds holding

Funds holding: 247257 (+10)

0.17% more ownership

Funds ownership: 85.85%86.02% (+0.17%)

1% less capital invested

Capital invested by funds: $4.26B → $4.23B (-$22.5M)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
257
Holders Change
+10
Holders Change %
+4.05%
% of All Funds
3.96%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
47
Increased
99
Reduced
58
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$17K +$10.2K +319 +140%
SBL
202
Sargent Bickham Lagudis
Colorado
$16K
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$16K +$16.5K +517 New
APW
204
Acima Private Wealth
Virginia
$15K
WT
205
Washington Trust
Rhode Island
$15K
CFA
206
Carroll Financial Associates
North Carolina
$13K
TWM
207
Tradition Wealth Management
Minnesota
$13K +$12.9K +405 New
RFA
208
Reilly Financial Advisors
California
$12K -$1.76K -55 -12%
SSB
209
Sandy Spring Bank
Maryland
$12K +$10.5K +328 +698%
CFD
210
Creative Financial Designs
Indiana
$12K +$12.6K +394 New
GFPC
211
Global Financial Private Client
Florida
$10.5K
S
212
SignatureFD
Georgia
$10K -$17.6K -552 -63%
HFS
213
Hantz Financial Services
Michigan
$9K +$4.89K +153 +118%
AWM
214
Abound Wealth Management
Tennessee
$8.8K +$9.08K +284 New
ATC
215
Adirondack Trust Company
New York
$7K
CA
216
Clearstead Advisors
Ohio
$7K
EWM
217
EPG Wealth Management
Georgia
$7K
SPIA
218
Steward Partners Investment Advisory
New York
$7K
CWP
219
Concord Wealth Partners
Virginia
$7K +$2.46K +77 +55%
SIS
220
Sound Income Strategies
Florida
$6K
Citigroup
221
Citigroup
New York
$6K +$703 +22 +13%
UB
222
UMB Bank
Missouri
$6K +$5.79K +181 New
AAP
223
Arax Advisory Partners
Colorado
$6K +$6.65K +208 New
ACA
224
Aptus Capital Advisors
Alabama
$5K
RIM
225
Rockbridge Investment Management
New York
$5K

FNDE Hedge Fund Activity: Q4 2021 in Review

257 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q4 2021, worth a combined $4.23B — down 0.53% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FNDE positions and 33 closed out — a net gain of 14 holders — while 99 added to existing stakes and 58 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $109M. The largest seller was Fidelity Investments, cutting an estimated $24M.

  • 257 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q4 2021, up from 247 in Q3 2021.
  • Funds reported $4.23B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 47 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q4 2021 and 33 closed out, a net change of +14 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $109M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q4 2021 was Fidelity Investments, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2021.