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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
JMPWA
251
JP Morgan Private Wealth Advisors
California
$498K +$94K +2,899 +23%
AWA
252
Archvest Wealth Advisors
California
$488K
SB
253
Strategic Blueprint
Georgia
$483K -$83.1K -2,563 -14%
AP
254
Appleton Partners
Massachusetts
$465K -$18.2K -560 -4%
DJSG
255
D.J. St. Germain
Massachusetts
$465K +$476K +14,670 New
SWM
256
Spire Wealth Management
Virginia
$462K +$135K +4,165 +40%
CWM
257
Centurion Wealth Management
Virginia
$451K +$135K +4,165 +41%
Financial Engines Advisors
258
Financial Engines Advisors
California
$439K +$29.2K +901 +7%
PAS
259
Park Avenue Securities
New York
$438K +$31K +956 +7%
WWP
260
WR Wealth Planners
Missouri
$435K +$19.9K +615 +5%
AAS
261
Ameritas Advisory Services
Nebraska
$424K +$221K +6,805 +102%
TFS
262
Thoroughbred Financial Services
Tennessee
$423K +$55.4K +1,709 +15%
WA
263
WESPAC Advisors
California
$419K
VCM
264
Versant Capital Management
Arizona
$415K -$10.9K -336 -3%
EA
265
Eudaimonia Advisors
Tennessee
$409K -$811 -25 -0.2%
ACP
266
Aviance Capital Partners
Florida
$407K -$227 -7 -0.1%
SA
267
Strategic Advocates
Utah
$405K +$415K +12,783 New
BFG
268
Berger Financial Group
Minnesota
$401K
Wealthfront Advisers
269
Wealthfront Advisers
California
$393K +$101K +3,100 +33%
PWS
270
Precision Wealth Strategies
Missouri
$392K +$402K +12,382 New
SAG
271
SageView Advisory Group
California
$392K -$240K -7,397 -37%
WCM
272
Whitener Capital Management
North Carolina
$391K +$24.1K +742 +6%
FWM
273
Fortress Wealth Management
California
$384K -$5.81K -179 -1%
V
274
ViaWealth
Kansas
$380K +$8.08K +249 +2%
CCWM
275
Cassaday & Co Wealth Management
Virginia
$378K

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.