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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
HIM
376
Harbour Investment Management
Washington
$268K +$256K +7,539 New
JIC
377
Johnson Investment Counsel
Ohio
$266K +$19.9K +585 +8%
TYCC
378
Texas Yale Capital Corp
Florida
$264K – – –
WRPWM
379
Werba Rubin Papier Wealth Management
California
$262K – – –
WHCFA
380
William Howard & Co Financial Advisors
Tennessee
$259K +$247K +7,267 New
WP
381
WealthPLAN Partners
Nebraska
$256K +$1.12K +33 +0.5%
GI
382
Gradient Investments
Minnesota
$251K +$29.8K +878 +14%
CWM
383
Concentric Wealth Management
California
$249K +$237K +6,990 New
Millennium Management
384
Millennium Management
New York
$248K -$64.4K -1,895 -21%
CFD
385
Creative Financial Designs
Indiana
$245K +$23K +676 +11%
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$242K +$187K +5,499 +420%
FWA
387
FSM Wealth Advisors
Ohio
$242K -$13.7K -404 -6%
CL
388
Choreo LLC
Illinois
$237K +$226K +6,664 New
MA
389
Mutual Advisors
Nebraska
$233K -$2.55K -75 -1%
AWS
390
Atria Wealth Solutions
New York
$228K -$1.05K -31 -0.5%
MCM
391
MidAtlantic Capital Management
Virginia
$228K +$63.3K +1,865 +41%
IIA
392
Integral Investment Advisors
California
$225K +$214K +6,316 New
BWP
393
Balboa Wealth Partners
Arizona
$224K +$4.14K +122 +2%
PCMC
394
Paragon Capital Management (Colorado)
Colorado
$223K +$212K +6,257 New
BFG
395
Berger Financial Group
Minnesota
$223K -$218K -6,424 -51%
AC
396
AlphaCore Capital
California
$210K +$68.6K +2,020 +52%
LG
397
Leuthold Group
Minnesota
$209K +$200K +5,876 New
VT
398
Vise Technologies
New York
$209K +$199K +5,870 New
CAI
399
Capital Advisors Inc
Oklahoma
$206K +$197K +5,789 New
CA
400
Clearstead Advisors
Ohio
$204K -$119K -3,493 -38%
14 15
16
17 18

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.