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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

168 hedge funds and large institutions have $2.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
3.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.16%
New
23
Increased
52
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$44.2M
2
Goldman Sachs
Goldman Sachs
New York
+$18.7M
3
SC
Savant Capital
Illinois
+$8.59M
4
EP
Eudaimonia Partners
Tennessee
+$1.52M
5
CST
Charles Schwab Trust
Nevada
+$1.07M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$6.28M
2
BFA
Beaumont Financial Advisors
Massachusetts
-$4.31M
3
Bank of America
Bank of America
North Carolina
-$3.74M
4
IDA
Intelligence Driven Advisers
California
-$2.79M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.94B +$44.2M +1,865,226 +2%
Victory Capital Management
2
Victory Capital Management
Texas
$131M -$6.28M -264,741 -5%
MIS
3
Morningstar Investment Services
Illinois
$51.8M -$143K -6,084 -0.3%
USAA
4
United Services Automobile Association
Texas
$28M -$1.28M -53,782 -4%
FM
5
Foster & Motley
Ohio
$24.1M -$114K -4,812 -0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.3M -$312K -13,162 -2%
Goldman Sachs
7
Goldman Sachs
New York
$18.7M +$18.7M +790,212 New
LF
8
Lee Financial
Texas
$18.4M -$1.14M -48,073 -6%
ML
9
McAdam LLC
Pennsylvania
$16.7M +$754K +31,787 +5%
Morgan Stanley
10
Morgan Stanley
New York
$16.5M -$1.03M -43,312 -6%
ECM
11
Elgethun Capital Management
South Dakota
$14.4M +$83K +3,495 +0.6%
SC
12
Savant Capital
Illinois
$14.3M +$8.59M +361,960 +151%
AA
13
ALPS Advisors
Colorado
$14M +$497K +20,940 +4%
YAL
14
Your Advocates Ltd
Texas
$9.39M +$66.7K +2,811 +0.7%
KLI
15
Kelman-Lazarov Inc
Tennessee
$9.03M -$79K -3,331 -0.9%
CST
16
Charles Schwab Trust
Nevada
$8.23M +$1.07M +45,175 +15%
CWM
17
Cabot Wealth Management
Massachusetts
$7.69M -$223K -9,399 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.54M +$647K +27,297 +9%
LPL Financial
19
LPL Financial
California
$6.66M +$212K +8,921 +3%
MIM
20
Morningstar Investment Management
Illinois
$6.63M +$892K +37,626 +16%
EWA
21
Exencial Wealth Advisors
Oklahoma
$5.86M +$754K +31,804 +15%
RCA
22
Resonant Capital Advisors
Wisconsin
$5.81M +$570K +24,024 +11%
HWA
23
HHM Wealth Advisors
Tennessee
$5.7M -$423K -17,815 -7%
ADL
24
Asset Dedication LLC
California
$5.69M +$709K +29,923 +14%
QCG
25
Quadrant Capital Group
Ohio
$5.66M +$927K +39,073 +20%
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