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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
Charles Schwab
1
Charles Schwab
California
$3.59B -$12M -386,450 -0.3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$528M +$105M +3,380,869 +23%
Victory Capital Management
3
Victory Capital Management
Texas
$107M -$391K -12,540 -0.3%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$72M +$198K +6,362 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$61.7M +$136K +4,366 +0.2%
Bank of America
6
Bank of America
North Carolina
$55.8M +$328K +10,518 +0.6%
BWL
7
Bogart Wealth LLC
Virginia
$53.9M +$129K +4,128 +0.2%
UA
8
Unison Advisors
District of Columbia
$39.6M +$314K +10,083 +0.7%
FM
9
Foster & Motley
Ohio
$38.7M +$206K +6,623 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$29.7M -$694K -22,286 -2%
AL
11
Aspiriant LLC
California
$19.3M -$1.34M -42,951 -6%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$18.9M -$11.8M -378,903 -37%
UBS Group
13
UBS Group
Switzerland
$18.6M +$630K +20,216 +3%
MIM
14
Morningstar Investment Management
Illinois
$18.2M +$506K +16,244 +3%
KLI
15
Kelman-Lazarov Inc
Tennessee
$16.6M -$403K -12,924 -2%
CC
16
Callan Capital
California
$16.3M -$279K -8,970 -2%
HWA
17
HHM Wealth Advisors
Tennessee
$14.8M +$343K +11,012 +2%
Raymond James Financial
18
Raymond James Financial
Florida
$14.4M +$15.5M +496,644 New
Jane Street
19
Jane Street
New York
$14.3M +$15.3M +490,861 New
RCA
20
Resonant Capital Advisors
Wisconsin
$13M +$31.4K +1,009 +0.2%
OMC
21
Old Mission Capital
Illinois
$12.9M +$13.9M +445,413 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12.8M +$919K +29,482 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$12.7M +$9.69M +310,933 +245%
AIP
24
Almanack Investment Partners
Pennsylvania
$12.6M +$2.07M +66,427 +18%
Osaic Holdings
25
Osaic Holdings
Arizona
$12.1M +$523K +16,777 +4%

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.