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Schwab Fundamental International Large Company Index ETF
FNDF

Overview Fund Activity

438 hedge funds and large institutions have $8.11B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
6.91%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.79%
New
48
Increased
201
Reduced
127
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$341M
2
BCI
Brinker Capital Investments
Pennsylvania
+$42.8M
3
OPS
Orion Portfolio Solutions
Nebraska
+$42.8M
4
CSIA
Charles Schwab Investment Advisory
California
+$24.1M
5
PWS
Paragon Wealth Strategies
Florida
+$22.4M

Top Sellers

1
Jane Street
Jane Street
New York
-$85.1M
2
OMC
Old Mission Capital
Illinois
-$25.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$20.3M
4
OCM
One Capital Management
California
-$18.9M
5
Morgan Stanley
Morgan Stanley
New York
-$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
226
Cetera Advisor Networks
California
$719K +$97K +3,003 +16%
DP
227
DDD Partners
Washington
$716K +$6.23K +193 +0.9%
SSW
228
Stone Summit Wealth
Florida
$710K +$7.46K +231 +1%
EWA
229
EP Wealth Advisors
California
$700K +$540K +57,845 +337%
Bank of New York Mellon
230
Bank of New York Mellon
New York
$695K -$198K -6,138 -22%
HF
231
HRT Financial
New York
$676K +$434K +13,449 +179%
VNA
232
Valley National Advisers
Pennsylvania
$666K -$95.8K -2,965 -13%
LIA
233
LBMC Investment Advisors
Tennessee
$656K – – –
WP
234
WealthShield Partners
North Carolina
$655K +$59.6K +1,847 +10%
MWM
235
Modera Wealth Management
New Jersey
$640K +$640K +19,830 New
SAG
236
SageView Advisory Group
California
$639K -$142K -4,391 -18%
IWC
237
Integrated Wealth Concepts
Massachusetts
$636K +$378K +11,698 +146%
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$636K -$1.85M -55,884 -74%
SWA
239
Stratos Wealth Advisors
Ohio
$632K -$13.6K -421 -2%
PIAS
240
PCA Investment Advisory Services
Ohio
$614K +$29.5K +914 +5%
JIR
241
James Investment Research
Ohio
$592K -$62.3K -1,928 -10%
TSS
242
Two Sigma Securities
New York
$585K -$1.58M -48,793 -73%
SB
243
Strategic Blueprint
Georgia
$575K +$70.5K +2,182 +14%
CCWA
244
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$558K -$39K -1,207 -7%
LJAC
245
L.J. Altfest & Co
New York
$550K +$420 +13 +0.1%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$547K +$238K +7,359 +77%
KLI
247
Kelman-Lazarov Inc
Tennessee
$539K -$97 -3 -0%
PCMC
248
Private Capital Management (Colorado)
Colorado
$538K -$21.7K -671 -4%
AMG
249
Asset Management Group
Connecticut
$530K +$5.17K +160 +1%
SIC
250
Salem Investment Counselors
North Carolina
$517K -$21.2K -658 -4%
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