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Schwab Fundamental International Large Company Index ETF

361 hedge funds and large institutions have $5.19B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

0.11% more ownership

Funds ownership: 76.35%76.46% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $5.42B → $5.19B (-$227M)

4% less funds holding

Funds holding: 375361 (-14)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

Holders
361
Holders Change
-14
Holders Change %
-3.73%
% of All Funds
6.22%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
27
Increased
150
Reduced
118
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
251
NFP Retirement Inc
California
$241K -$39.1K -1,400 -13%
AP
252
Adero Partners
California
$229K -$40.7K -1,455 -14%
MFG
253
Merit Financial Group
Georgia
$226K -$47.7K -1,707 -16%
BWM
254
BerganKDV Wealth Management
Minnesota
$226K
CWM
255
Congress Wealth Management
Massachusetts
$225K
OFG
256
Oxford Financial Group
Indiana
$225K
BAM
257
Belpointe Asset Management
Nevada
$223K +$895 +32 +0.4%
WF
258
Warner Financial
Maryland
$222K
LG
259
Leuthold Group
Minnesota
$217K -$15.9K -570 -6%
CHJWM
260
Carlton Hofferkamp & Jenks Wealth Management
Texas
$216K +$3.75K +134 +2%
NA
261
NewEdge Advisors
Louisiana
$214K +$4.45K +159 +2%
NB
262
NBT Bank
New York
$202K
US Bancorp
263
US Bancorp
Minnesota
$192K -$10.4K -371 -5%
APA
264
American Portfolios Advisors
New York
$188K +$61.7K +2,205 +42%
SWM
265
Spire Wealth Management
Virginia
$172K -$19.2K -688 -9%
PA
266
Parallel Advisors
California
$170K -$66.1K -2,365 -26%
GI
267
Gradient Investments
Minnesota
$155K
TC
268
Trust Company
Kansas
$135K
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$133K -$4.33K -155 -3%
SPIA
270
Steward Partners Investment Advisory
New York
$121K -$87.6K -3,131 -39%
MA
271
MCF Advisors
Kentucky
$115K +$16.1K +576 +14%
PMFA
272
Plante Moran Financial Advisors
Michigan
$114K +$120K +4,280 +1,692%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$107K -$8.33K -298 -7%
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$94K -$24K -858 -19%
TFS
275
TrustCore Financial Services
Tennessee
$93K +$52.5K +1,878 +102%

FNDF Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2022, worth a combined $5.19B — down 4.2% from $5.42B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FNDF and 27 opened new positions — a net loss of 9 holders — while 118 trimmed existing stakes and 150 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $201M. The largest seller was PRW Wealth Management, cutting an estimated $13.3M.

  • 361 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2022, down from 375 in Q2 2022.
  • Funds reported $5.19B of Schwab Fundamental International Large Company Index ETF stock for Q3 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2022 and 36 closed out, a net change of -9 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $201M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2022 was PRW Wealth Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2022.