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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
LIA
201
LBMC Investment Advisors
Tennessee
$254K
QCG
202
Quadrant Capital Group
Ohio
$247K +$15.9K +510 +6%
IA
203
IFP Advisors
Florida
$244K -$98.3K -3,154 -27%
FCH
204
Freestone Capital Holdings
Washington
$240K +$258K +8,277 New
Lido Advisors
205
Lido Advisors
California
$239K +$56.7K +1,819 +28%
US Bancorp
206
US Bancorp
Minnesota
$238K +$39K +1,251 +18%
GBFP
207
Golden Bell Financial Planning
Georgia
$236K +$253K +8,111 New
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$235K +$30.3K +972 +14%
PWM
209
Pinnacle Wealth Management
California
$229K +$8.72K +280 +4%
MWA
210
Medallion Wealth Advisors
Connecticut
$228K +$245K +7,860 New
PP
211
PrairieView Partners
Minnesota
$226K
NGA
212
Naples Global Advisors
Florida
$224K
MWM
213
Mission Wealth Management
California
$223K +$39.1K +1,254 +20%
Wealthfront Advisers
214
Wealthfront Advisers
California
$220K +$35.3K +1,134 +18%
DOA
215
D'Orazio & Associates
Virginia
$216K +$8.54K +274 +4%
OIA
216
OneDigital Investment Advisors
Kansas
$209K -$8.79K -282 -4%
NEPWA
217
New England Private Wealth Advisors
Massachusetts
$206K +$7.63K +245 +4%
IAA
218
Independent Advisor Alliance
North Carolina
$202K +$217K +6,966 New
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$164K +$102K +3,269 +138%
PA
220
Parallel Advisors
California
$160K -$2.87K -92 -2%
OFG
221
Oxford Financial Group
Indiana
$141K
ACA
222
Aptus Capital Advisors
Alabama
$137K +$8.76K +281 +6%
FFA
223
Frazier Financial Advisors
Ohio
$122K +$4.99K +160 +4%
NA
224
NewEdge Advisors
Louisiana
$115K -$8.07K -259 -6%
EWP
225
Elevation Wealth Partners
California
$105K -$3.9K -125 -3%

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.