FNDF icon

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 %
PFO
251
Pathstone Family Office
New Jersey
$513K – – –
BMCM
252
Burns Matteson Capital Management
New York
$511K +$25.8K +800 +5%
AWA
253
Archvest Wealth Advisors
California
$497K +$80.8K +2,503 +19%
AP
254
Appleton Partners
Massachusetts
$492K -$53.6K -1,660 -10%
MIA
255
Milestone Investment Advisors
Wisconsin
$483K -$2.16K -67 -0.4%
VCM
256
Versant Capital Management
Arizona
$434K +$291 +9 +0.1%
WA
257
WESPAC Advisors
California
$427K +$427K +13,224 New
WWP
258
WR Wealth Planners
Missouri
$424K +$353K +10,945 +503%
Financial Engines Advisors
259
Financial Engines Advisors
California
$419K -$18.5K -573 -4%
EA
260
Eudaimonia Advisors
Tennessee
$418K +$1.87K +58 +0.5%
PAS
261
Park Avenue Securities
New York
$416K +$79K +2,446 +23%
ACP
262
Aviance Capital Partners
Florida
$415K -$1.91K -59 -0.5%
JPMPWA
263
J.P. Morgan Private Wealth Advisors
California
$414K +$5.01K +155 +1%
BFG
264
Berger Financial Group
Minnesota
$409K – – –
FWM
265
Fortress Wealth Management
California
$397K -$17.2K -534 -4%
MMA
266
Miracle Mile Advisors
California
$388K +$8.23K +255 +2%
SWM
267
Seed Wealth Management
Illinois
$385K – – –
CCWM
268
Cassaday & Co Wealth Management
Virginia
$385K – – –
V
269
ViaWealth
Kansas
$379K -$8.23K -255 -2%
KPWS
270
Kestra Private Wealth Services
Texas
$376K – – –
TFS
271
Thoroughbred Financial Services
Tennessee
$376K +$126K +3,924 +51%
WCM
272
Whitener Capital Management
North Carolina
$375K +$25K +774 +7%
KJWM
273
Kiley Juergens Wealth Management
Washington
$374K -$1.62K -50 -0.4%
ECM
274
Evergreen Capital Management
Washington
$368K +$368K +11,394 New
SCM
275
SOL Capital Management
Maryland
$366K – – –
9 10
11
12 13