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Schwab Fundamental International Large Company Index ETF

440 hedge funds and large institutions have $8.18B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 116 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 116

26% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 34

4% more funds holding in top 10

Funds holding in top 10: 5052 (+2)

1% more capital invested

Capital invested by funds: $8.11B → $8.18B (+$65.7M)

0% more funds holding

Funds holding: 438440 (+2)

0.84% less ownership

Funds ownership: 78.01%77.17% (-0.84%)

Holders
440
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
6.98%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
0.83%
New
43
Increased
198
Reduced
116
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
226
DDD Partners
Washington
$720K +$20.9K +643 +3%
CCM
227
Coldstream Capital Management
Washington
$709K -$3.08K -95 -0.4%
SSW
228
Stone Summit Wealth
Florida
$692K -$4.31K -133 -0.6%
BWM
229
Birchcreek Wealth Management
Ohio
$687K -$73.5K -2,267 -9%
GBWM
230
Granite Bay Wealth Management
New Hampshire
$681K +$670K +20,661 New
CFGS
231
Concourse Financial Group Securities
Alabama
$674K -$109K -3,358 -14%
SWA
232
Stratos Wealth Advisors
Ohio
$640K +$21.1K +652 +3%
AFP
233
Ausdal Financial Partners
Iowa
$637K +$374K +11,518 +134%
Stifel Financial
234
Stifel Financial
Missouri
$636K -$233K -7,169 -26%
FTS
235
Fifth Third Securities
Ohio
$624K +$374K +11,524 +141%
VNA
236
Valley National Advisers
Pennsylvania
$613K -$41.2K -1,269 -6%
LIA
237
LBMC Investment Advisors
Tennessee
$611K -$14.9K -459 -2%
PIAS
238
PCA Investment Advisory Services
Ohio
$602K
JIR
239
James Investment Research
Ohio
$583K +$2.46K +76 +0.4%
CCWA
240
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$550K +$3.44K +106 +0.6%
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$548K -$82.2K -2,534 -13%
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$548K +$11.9K +367 +2%
MIA
243
Milestone Investment Advisors
Wisconsin
$546K +$73.9K +2,278 +15%
Comerica Bank
244
Comerica Bank
Texas
$534K +$547K +16,868 New
KLI
245
Kelman-Lazarov Inc
Tennessee
$529K -$130 -4 -0%
AMG
246
Asset Management Group
Connecticut
$520K
BMCM
247
Burns Matteson Capital Management
New York
$515K +$14.7K +453 +3%
MMA
248
Miracle Mile Advisors
California
$511K +$134K +4,120 +34%
Fisher Asset Management
249
Fisher Asset Management
Washington
$508K +$521K +16,052 New
PFO
250
Pathstone Family Office
New Jersey
$503K

FNDF Hedge Fund Activity: Q3 2023 in Review

440 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2023, worth a combined $8.18B — up 0.81% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new FNDF positions and 34 closed out — a net gain of 9 holders — while 198 added to existing stakes and 116 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $86M. The largest seller was Brinker Capital Investments, cutting an estimated $47.8M.

  • 440 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2023, up from 438 in Q2 2023.
  • Funds reported $8.18B of Schwab Fundamental International Large Company Index ETF stock for Q3 2023, up 0.81% quarter-over-quarter.
  • 43 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2023 and 34 closed out, a net change of +9 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $86M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2023 was Brinker Capital Investments, an estimated $47.8M sold.

Based on aggregated 13F filings for Q3 2023.