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Schwab Fundamental International Large Company Index ETF

500 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 94 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

55% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 132

17% more capital invested

Capital invested by funds: $8.18B → $9.54B (+$1.36B)

14% more funds holding

Funds holding: 440500 (+60)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

2.67% more ownership

Funds ownership: 77.17%79.84% (+2.7%)

Holders
500
Holders Change
+60
Holders Change %
+13.64%
% of All Funds
7.29%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
94
Increased
205
Reduced
132
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
251
Clear Creek Financial Management
Washington
$744K -$194K -6,058 -22%
AFS
252
Access Financial Services
Minnesota
$726K +$690K +21,527 New
SSW
253
Stone Summit Wealth
Florida
$724K -$11.8K -369 -2%
Stifel Financial
254
Stifel Financial
Missouri
$721K +$41.5K +1,296 +6%
Focus Partners Wealth
255
Focus Partners Wealth
Massachusetts
$710K +$674K +21,040 New
VDBMI
256
Van Den Berg Management I
Texas
$703K +$668K +20,845 New
RA
257
RFG Advisory
Alabama
$701K +$666K +20,771 New
BWM
258
Birchcreek Wealth Management
Ohio
$699K -$30.3K -945 -4%
WA
259
Wambolt & Associates
Colorado
$694K +$659K +20,568 New
LIA
260
LBMC Investment Advisors
Tennessee
$670K
CCWA
261
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$647K +$57.4K +1,790 +10%
VNA
262
Valley National Advisers
Pennsylvania
$646K -$5.29K -165 -0.9%
JIR
263
James Investment Research
Ohio
$618K -$3.01K -94 -0.5%
PIAS
264
PCA Investment Advisory Services
Ohio
$580K -$58.7K -1,832 -10%
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$566K +$538K +16,794 New
KLI
266
Kelman-Lazarov Inc
Tennessee
$563K
Bank of Montreal
267
Bank of Montreal
Ontario, Canada
$560K -$2.53K -79 -0.5%
PCIA
268
Prime Capital Investment Advisors
Kansas
$555K +$527K +16,444 New
MIA
269
Milestone Investment Advisors
Wisconsin
$549K -$30.8K -962 -6%
AMG
270
Asset Management Group
Connecticut
$535K -$17.9K -559 -3%
CFGA
271
Cambridge Financial Group (Arizona)
Arizona
$530K +$504K +15,713 New
Comerica Bank
272
Comerica Bank
Texas
$524K -$42.9K -1,338 -8%
FPAS
273
Focus Partners Advisor Solutions
Missouri
$519K -$337K -10,501 -41%
SB
274
Strategic Blueprint
Georgia
$503K -$10.9K -339 -2%
AP
275
Appleton Partners
Massachusetts
$493K -$1.92K -60 -0.4%

FNDF Hedge Fund Activity: Q4 2023 in Review

500 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2023, worth a combined $9.54B — up 17% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FNDF positions and 28 closed out — a net gain of 66 holders — while 205 added to existing stakes and 132 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $341M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $40.5M sold.

  • 500 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2023, up from 440 in Q3 2023.
  • Funds reported $9.54B of Schwab Fundamental International Large Company Index ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 94 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2023 and 28 closed out, a net change of +66 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2023 was Jane Street, an estimated $341M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2023 was Paragon Wealth Strategies, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2023.