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Schwab Fundamental International Large Company Index ETF
FNDF

Overview Fund Activity

498 hedge funds and large institutions have $9.54B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+59
Holders Change %
+13.44%
% of All Funds
7.3%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
93
Increased
205
Reduced
132
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$359M
2
Morgan Stanley
Morgan Stanley
New York
+$201M
3
CSIA
Charles Schwab Investment Advisory
California
+$39.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$35.1M
5
OMC
Old Mission Capital
Illinois
+$25.3M

Top Sellers

1
PWS
Paragon Wealth Strategies
Florida
-$40.5M
2
CW
Connectus Wealth
Ohio
-$15M
3
Osaic Holdings
Osaic Holdings
Arizona
-$7.28M
4
LSIA
LaSalle St. Investment Advisors
Illinois
-$6.53M
5
AC
Asio Capital
Kentucky
-$4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFM
251
Clear Creek Financial Management
Washington
$744K -$204K -6,058 -22%
AFS
252
Access Financial Services
Minnesota
$726K +$726K +21,527 New
SSW
253
Stone Summit Wealth
Florida
$724K -$12.4K -369 -2%
Stifel Financial
254
Stifel Financial
Missouri
$721K +$43.7K +1,296 +6%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$710K +$710K +21,040 New
VDBMI
256
Van Den Berg Management I
Texas
$703K +$703K +20,845 New
RA
257
RFG Advisory
Alabama
$701K +$701K +20,771 New
BWM
258
Birchcreek Wealth Management
Ohio
$699K -$31.9K -945 -4%
WA
259
Wambolt & Associates
Colorado
$694K +$694K +20,568 New
LIA
260
LBMC Investment Advisors
Tennessee
$670K – – –
CCWA
261
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$647K +$60.4K +1,790 +10%
VNA
262
Valley National Advisers
Pennsylvania
$646K -$5.56K -165 -0.9%
JIR
263
James Investment Research
Ohio
$618K -$3.17K -94 -0.5%
PIAS
264
PCA Investment Advisory Services
Ohio
$580K -$61.8K -1,832 -10%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$566K +$566K +16,794 New
KLI
266
Kelman-Lazarov Inc
Tennessee
$563K – – –
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$560K -$2.67K -79 -0.5%
PCIA
268
Prime Capital Investment Advisors
Kansas
$555K +$555K +16,444 New
MIA
269
Milestone Investment Advisors
Wisconsin
$549K -$32.4K -962 -6%
AMG
270
Asset Management Group
Connecticut
$535K -$18.9K -559 -3%
Comerica Bank
271
Comerica Bank
Texas
$524K -$45.1K -1,338 -8%
FPAS
272
Focus Partners Advisor Solutions
Missouri
$519K -$354K -10,501 -41%
SB
273
Strategic Blueprint
Georgia
$503K -$11.4K -339 -2%
AP
274
Appleton Partners
Massachusetts
$493K -$2.03K -60 -0.4%
LFG
275
Larson Financial Group
Missouri
$477K +$192K +5,685 +67%
9 10
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