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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

106 hedge funds and large institutions have $1.61B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+21
Holders Change %
+24.71%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
27
Increased
44
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$114M
2
MIS
Morningstar Investment Services
Illinois
+$46.1M
3
LPL Financial
LPL Financial
California
+$10.7M
4
USAA
United Services Automobile Association
Texas
+$7.52M
5
GC
Gilbert & Cook
Iowa
+$2.88M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
-$7.69M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.89M
3
FM
Foster & Motley
Ohio
-$2.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.55M
5
Bank of America
Bank of America
North Carolina
-$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.19B +$114M +3,651,528 +11%
USAA
2
United Services Automobile Association
Texas
$184M +$7.52M +241,000 +4%
MIS
3
Morningstar Investment Services
Illinois
$50.3M +$46.1M +1,478,072 +1,087%
VCM
4
Vigilant Capital Management
Maine
$30.9M +$151K +4,834 +0.5%
BCI
5
Brinker Capital Investments
Pennsylvania
$25M +$816K +26,178 +3%
ACA
6
Ackerman Capital Advisors
Texas
$15.2M -$7.69M -259,176 -34%
FM
7
Foster & Motley
Ohio
$14.7M -$2.74M -87,759 -16%
LPL Financial
8
LPL Financial
California
$12.2M +$10.7M +343,813 +716%
PPA
9
Parametric Portfolio Associates
Washington
$11.3M +$1.49M +47,661 +15%
Bank of America
10
Bank of America
North Carolina
$11.1M -$1.59M -50,841 -12%
CWM
11
Cabot Wealth Management
Massachusetts
$8.89M +$91.9K +2,947 +1%
RRC
12
Relaxing Retirement Coach
Massachusetts
$5.83M +$1.84M +59,124 +46%
Jane Street
13
Jane Street
New York
$4.73M +$92.6K +2,968 +2%
MWM
14
Merriman Wealth Management
Washington
$4.21M +$130K +4,154 +3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.22M -$525K -16,819 -14%
GC
16
Gilbert & Cook
Iowa
$2.88M +$2.88M +92,241 New
ADL
17
Asset Dedication LLC
California
$2.79M -$59.6K -1,910 -2%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$2.65M +$2.65M +85,064 New
Morgan Stanley
19
Morgan Stanley
New York
$2.12M +$224K +7,194 +12%
WA
20
Waverly Advisors
Alabama
$1.96M -$27.1K -870 -1%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$1.95M +$145K +4,656 +8%
TYCC
22
Texas Yale Capital Corp
Florida
$1.85M +$343K +11,000 +23%
CFA
23
Cahill Financial Advisors
Minnesota
$1.12M +$406 +13 +0%
KM
24
Kalos Management
Georgia
$997K +$701K +22,760 +237%
MCM
25
Mainstay Capital Management
Michigan
$996K +$856K +27,467 +611%
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