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Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE

Overview Fund Activity

357 hedge funds and large institutions have $5.49B invested in Schwab Fundamental Emerging Markets Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 128 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+6
Holders Change %
+1.71%
% 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
0.22%
New
56
Increased
128
Reduced
100
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$15.1M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$7.72M
3
VCM
Virtue Capital Management
Tennessee
+$6.87M
4
Morgan Stanley
Morgan Stanley
New York
+$6.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.18M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$5.26B
2
Charles Schwab
Charles Schwab
California
-$54.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$25.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$14.5M
5
OMC
Old Mission Capital
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$3.75B -$54.9M -1,782,743 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$550M -$9.53M -309,386 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$99M -$14.5M -470,784 -13%
Morgan Stanley
4
Morgan Stanley
New York
$72.1M +$6.72M +218,150 +10%
Bank of America
5
Bank of America
North Carolina
$62.2M +$3.03M +98,346 +5%
BWL
6
Bogart Wealth LLC
Virginia
$54.2M -$2.91M -94,546 -5%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$50.9M -$25.4M -826,292 -33%
UA
8
Unison Advisors
District of Columbia
$41.5M -$420K -13,636 -1%
FM
9
Foster & Motley
Ohio
$41.3M +$219K +7,125 +0.5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$37.7M +$6.18M +200,768 +20%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.9M +$15.1M +489,807 +118%
National Bank of Canada
12
National Bank of Canada
Quebec, Canada
$27.7M +$7.72M +250,554 +39%
AL
13
Aspiriant LLC
California
$20.2M -$340K -11,044 -2%
CC
14
Callan Capital
California
$19.3M +$1.98M +64,186 +11%
UBS Group
15
UBS Group
Switzerland
$19.2M -$525K -17,055 -3%
KLI
16
Kelman-Lazarov Inc
Tennessee
$18.1M +$586K +19,030 +3%
RCA
17
Resonant Capital Advisors
Wisconsin
$17.3M +$3.49M +113,464 +25%
Raymond James Financial
18
Raymond James Financial
Florida
$17M +$1.74M +56,527 +11%
HWA
19
HHM Wealth Advisors
Tennessee
$15.9M +$260K +8,428 +2%
MIM
20
Morningstar Investment Management
Illinois
$14.6M -$4.67M -151,679 -24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13.7M +$202K +6,572 +1%
AIP
22
Almanack Investment Partners
Pennsylvania
$13.7M +$249K +8,078 +2%
ECM
23
Elgethun Capital Management
South Dakota
$12.7M +$1.96M +63,484 +18%
JBA
24
Johnson Bixby & Associates
Washington
$12.3M +$2.04M +66,143 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$11.9M +$650K +21,116 +6%
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