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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
WP
326
WealthPLAN Partners
Nebraska
$217K +$21.5K +664 +11%
IAA
327
Independent Advisor Alliance
North Carolina
$214K -$69.6K -2,145 -24%
TF
328
Theory Financial
Colorado
$213K -$547K -16,878 -72%
GI
329
Gradient Investments
Minnesota
$212K +$14.1K +434 +7%
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$208K +$31.9K +983 +18%
AWS
331
Atria Wealth Solutions
New York
$203K -$102K -3,149 -33%
PA
332
Parallel Advisors
California
$201K -$26K -802 -11%
MCM
333
MAI Capital Management
Ohio
$200K +$205K +6,329 New
CFD
334
Creative Financial Designs
Indiana
$193K +$20.4K +628 +11%
PNC Financial Services Group
335
PNC Financial Services Group
Pennsylvania
$176K +$111K +3,419 +160%
NCM
336
Northwest Capital Management
Oregon
$173K
AF
337
Allworth Financial
California
$164K +$143K +4,409 +582%
NS
338
NBC Securities
Alabama
$160K +$164K +5,060 New
MA
339
MCF Advisors
Kentucky
$155K +$26.6K +819 +20%
US Bancorp
340
US Bancorp
Minnesota
$149K +$70.5K +2,172 +86%
BL
341
Balentine LLC
Georgia
$146K
GIA
342
GHP Investment Advisors
Colorado
$141K
HI
343
Harbour Investments
Wisconsin
$138K +$15.3K +473 +12%
SPIA
344
Steward Partners Investment Advisory
New York
$136K -$4.54K -140 -3%
PMFA
345
Plante Moran Financial Advisors
Michigan
$127K +$3.21K +99 +3%
AC
346
AlphaCore Capital
California
$123K +$118K +3,623 +1,479%
CIAS
347
Capital Investment Advisory Services
North Carolina
$121K +$59.7K +1,842 +93%
HR
348
Howe & Rusling
New York
$120K +$22.9K +706 +23%
FHA
349
First Horizon Advisors
Tennessee
$115K
S
350
SignatureFD
Georgia
$106K

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.