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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

184 hedge funds and large institutions have $2.21B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+31
Holders Change %
+20.26%
% of All Funds
3.63%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.22%
New
45
Increased
71
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$59.1M
2
CSIA
Charles Schwab Investment Advisory
California
+$52.7M
3
LF
Lee Financial
Texas
+$15.7M
4
Jane Street
Jane Street
New York
+$8.05M
5
AIP
Almanack Investment Partners
Pennsylvania
+$7.24M

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
-$10.6M
2
ACA
Ackerman Capital Advisors
Texas
-$8.45M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.58M
4
Bank of America
Bank of America
North Carolina
-$5.19M
5
LPL Financial
LPL Financial
California
-$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.36B +$52.7M +1,766,241 +4%
Victory Capital Management
2
Victory Capital Management
Texas
$177M +$7.02M +235,171 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$85.3M +$5.99M +200,800 +8%
MIS
4
Morningstar Investment Services
Illinois
$63.2M -$10.6M -356,520 -14%
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$59.1M +$59.1M +1,980,000 New
USAA
6
United Services Automobile Association
Texas
$43.2M – – –
BCI
7
Brinker Capital Investments
Pennsylvania
$37.5M +$558K +18,705 +2%
LF
8
Lee Financial
Texas
$28.5M +$15.7M +525,467 +123%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24M -$6.58M -220,454 -21%
Morgan Stanley
10
Morgan Stanley
New York
$23.8M +$2.68M +89,835 +13%
FM
11
Foster & Motley
Ohio
$18.9M +$266K +8,930 +1%
ACA
12
Ackerman Capital Advisors
Texas
$18.8M -$8.45M -283,083 -31%
ML
13
McAdam LLC
Pennsylvania
$16.6M +$1.06M +35,457 +7%
YAL
14
Your Advocates Ltd
Texas
$15.4M +$15.4M +516,583 New
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$14.4M +$2.56M +85,687 +22%
ECM
16
Elgethun Capital Management
South Dakota
$14.2M +$512K +17,139 +4%
Bank of America
17
Bank of America
North Carolina
$10.5M -$5.19M -173,793 -33%
LPL Financial
18
LPL Financial
California
$10.4M -$1.41M -47,198 -12%
CWM
19
Cabot Wealth Management
Massachusetts
$8.78M +$74.2K +2,488 +0.9%
RRC
20
Relaxing Retirement Coach
Massachusetts
$8.2M +$44.8K +1,502 +0.5%
Jane Street
21
Jane Street
New York
$8.05M +$8.05M +269,739 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$7.89M +$381K +12,765 +5%
AIP
23
Almanack Investment Partners
Pennsylvania
$7.24M +$7.24M +242,731 New
BFA
24
Beaumont Financial Advisors
Massachusetts
$7.01M +$4.52M +151,432 +182%
AWM
25
Altus Wealth Management
Kentucky
$6.94M +$6.94M +232,658 New
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