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Schwab Fundamental Emerging Markets Large Company Index ETF

362 hedge funds and large institutions have $5.5B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 129 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 41

28% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 101

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

3% more funds holding

Funds holding: 353362 (+9)

5% more capital invested

Capital invested by funds: $5.26B → $5.5B (+$238M)

1.2% less ownership

Funds ownership: 85.42%84.23% (-1.2%)

Holders
362
Holders Change
+9
Holders Change %
+2.55%
% of All Funds
4.85%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
57
Increased
129
Reduced
101
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$3.75B -$53.9M -1,782,743 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$550M -$9.35M -309,386 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$99M -$14.2M -470,784 -13%
Morgan Stanley
4
Morgan Stanley
New York
$72.1M +$6.59M +218,150 +10%
Bank of America
5
Bank of America
North Carolina
$62.2M +$2.97M +98,346 +5%
BWL
6
Bogart Wealth LLC
Virginia
$54.2M -$2.86M -94,546 -5%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$50.9M -$25M -826,292 -33%
UA
8
Unison Advisors
District of Columbia
$41.5M -$412K -13,636 -1%
FM
9
Foster & Motley
Ohio
$41.3M +$215K +7,125 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.7M +$6.07M +200,768 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.9M +$14.8M +489,807 +118%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$27.7M +$7.57M +250,554 +39%
AL
13
Aspiriant LLC
California
$20.2M -$334K -11,044 -2%
CC
14
Callan Capital
California
$19.3M +$1.94M +64,186 +11%
UBS Group
15
UBS Group
Switzerland
$19.2M -$515K -17,055 -3%
KLI
16
Kelman-Lazarov Inc
Tennessee
$18.1M +$575K +19,030 +3%
RCA
17
Resonant Capital Advisors
Wisconsin
$17.3M +$3.43M +113,464 +25%
Raymond James Financial
18
Raymond James Financial
Florida
$17M +$1.71M +56,527 +11%
HWA
19
HHM Wealth Advisors
Tennessee
$15.9M +$255K +8,428 +2%
MIM
20
Morningstar Investment Management
Illinois
$14.6M -$4.58M -151,679 -24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.7M +$199K +6,572 +1%
AIP
22
Almanack Investment Partners
Pennsylvania
$13.7M +$244K +8,078 +2%
ECM
23
Elgethun Capital Management
South Dakota
$12.7M +$1.92M +63,484 +18%
JBA
24
Johnson Bixby & Associates
Washington
$12.3M +$2M +66,143 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.9M +$638K +21,116 +6%

FNDE Hedge Fund Activity: Q1 2025 in Review

362 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) for Q1 2025, worth a combined $5.5B — up 4.5% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FNDE positions and 41 closed out — a net gain of 16 holders — while 129 added to existing stakes and 101 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $14.8M. The largest seller was Charles Schwab, cutting an estimated $53.9M.

  • 362 institutional investors held Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE) as of Q1 2025, up from 353 in Q4 2024.
  • Funds reported $5.5B of Schwab Fundamental Emerging Markets Large Company Index ETF stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 57 funds opened new Schwab Fundamental Emerging Markets Large Company Index ETF positions in Q1 2025 and 41 closed out, a net change of +16 holders.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF buyer in Q1 2025 was Osaic Holdings, an estimated $14.8M added.
  • The largest Schwab Fundamental Emerging Markets Large Company Index ETF seller in Q1 2025 was Charles Schwab, an estimated $53.9M sold.

Based on aggregated 13F filings for Q1 2025.