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Schwab Fundamental International Large Company Index ETF
FNDF

519 hedge funds and large institutions have $9.79B invested in Schwab Fundamental International Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 227 increasing their positions, 143 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 143

56% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 41

4% more funds holding

Funds holding: 500 → 519 (+19)

3% more capital invested

Capital invested by funds: $9.54B → $9.79B (+$256M)

4% less funds holding in top 10

Funds holding in top 10: 56 → 54 (-2)

3.59% less ownership

Funds ownership: 79.84% → 76.25% (-3.6%)

Holders
519
Holders Change
+19
Holders Change %
+3.8%
% of All Funds
7.48%
Holding in Top 10
54
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.57%
% of All Funds
0.78%
New
64
Increased
227
Reduced
143
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$115M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$69.1M
3
SAG
SageView Advisory Group
California
+$38.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$23M
5
Charles Schwab
Charles Schwab
California
+$20M

Top Sellers

1
Jane Street
Jane Street
New York
-$287M
2
Morgan Stanley
Morgan Stanley
New York
-$185M
3
SFA
Sequoia Financial Advisors
Ohio
-$92M
4
OMC
Old Mission Capital
Illinois
-$23.6M
5
AT
American Trust
Kentucky
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
326
Everhart Financial Group
Ohio
$399K – – –
SCM
327
SOL Capital Management
Maryland
$398K – – –
TPA
328
Trivium Point Advisory
Connecticut
$393K +$57.5K +1,694 +18%
PWMG
329
Private Wealth Management Group
New Jersey
$388K – – –
NRI
330
NFP Retirement Inc
California
$378K +$17.7K +520 +5%
Fisher Asset Management
331
Fisher Asset Management
Washington
$378K +$72K +2,120 +25%
SW
332
Simplicity Wealth
New Jersey
$374K +$357K +10,511 New
SWM
333
Sugarloaf Wealth Management
Georgia
$372K – – –
CBFP
334
Cedar Brook Financial Partners
Ohio
$369K +$136 +4 +0%
S
335
SignatureFD
Georgia
$366K +$257K +7,559 +279%
KWM
336
Kingsview Wealth Management
Oregon
$365K – – –
BWM
337
BCS Wealth Management
Tennessee
$360K +$16.4K +482 +5%
PWS
338
Precision Wealth Strategies
Missouri
$352K -$85K -2,504 -20%
DOA
339
D'Orazio & Associates
Virginia
$351K +$2.68K +79 +0.8%
1CP
340
17 Capital Partners
Arizona
$349K +$333K +9,794 New
WPC
341
Wedmont Private Capital
Pennsylvania
$346K +$7.67K +226 +2%
PCIA
342
Prime Capital Investment Advisors
Kansas
$345K -$229K -6,750 -41%
CPIG
343
Chicago Partners Investment Group
Illinois
$344K +$72.5K +2,135 +28%
FFA
344
Farther Finance Advisors
California
$341K -$306 -9 -0.1%
AA
345
Addison Advisors
Vermont
$341K -$14.8K -435 -4%
CIAS
346
Capital Investment Advisory Services
North Carolina
$334K +$139K +4,088 +77%
BMCM
347
Burns Matteson Capital Management
New York
$332K -$90.9K -2,678 -22%
Vanguard Group
348
Vanguard Group
Pennsylvania
$323K +$308K +9,079 New
AL
349
ADE LLC
Maryland
$323K – – –
SWM
350
Selective Wealth Management
Virginia
$317K +$306K +9,008 New
12 13
14
15 16

FNDF Hedge Fund Activity: Q1 2024 in Review

519 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q1 2024, worth a combined $9.79B — up 2.7% from $9.54B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new FNDF positions and 41 closed out — a net gain of 23 holders — while 227 added to existing stakes and 143 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $115M. The largest seller was Jane Street, cutting an estimated $287M.

  • 519 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q1 2024, up from 500 in Q4 2023.
  • Funds reported $9.79B of Schwab Fundamental International Large Company Index ETF stock for Q1 2024, up 2.7% quarter-over-quarter.
  • 64 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q1 2024 and 41 closed out, a net change of +23 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q1 2024 was Charles Schwab Investment Advisory, an estimated $115M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q1 2024 was Jane Street, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2024.