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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
TWM
401
Tanglewood Wealth Management
Texas
$204K +$194K +5,723 New
CG
402
CFO4Life Group
Texas
$201K +$192K +5,655 New
SIM
403
Stratos Investment Management
Ohio
$200K +$191K +5,623 New
MA
404
MCF Advisors
Kentucky
$196K – – –
AF
405
Allworth Financial
California
$194K +$9.88K +291 +6%
NCM
406
Northwest Capital Management
Oregon
$194K – – –
AWM
407
Avior Wealth Management
Nebraska
$183K +$109K +3,199 +164%
NS
408
NBC Securities
Alabama
$181K – – –
AWM
409
Abound Wealth Management
Tennessee
$179K – – –
PMFA
410
Plante Moran Financial Advisors
Michigan
$173K +$32.7K +964 +25%
BL
411
Balentine LLC
Georgia
$167K +$2.68K +79 +2%
GIA
412
GHP Investment Advisors
Colorado
$165K +$1.6K +47 +1%
HI
413
Harbour Investments
Wisconsin
$150K +$204 +6 +0.1%
SPIA
414
Steward Partners Investment Advisory
New York
$147K -$5.33K -157 -4%
ST
415
Smithfield Trust
Pennsylvania
$144K – – –
IWA
416
Icon Wealth Advisors
Texas
$113K – – –
BIM
417
Breakwater Investment Management
Washington
$106K +$101K +2,973 New
US Bancorp
418
US Bancorp
Minnesota
$104K +$24.5K +721 +33%
CA
419
CoreCap Advisors
Michigan
$103K +$98.2K +2,891 New
PNC Financial Services Group
420
PNC Financial Services Group
Pennsylvania
$101K +$35.5K +1,046 +58%
IGWM
421
ICA Group Wealth Management
Colorado
$98.8K -$15.3K -451 -14%
TAM
422
Townsend Asset Management
North Carolina
$94.1K – – –
TF
423
Tompkins Financial
New York
$83.3K -$15.8K -466 -17%
PK
424
Pflug Koory
Nebraska
$77.7K – – –
UB
425
UMB Bank
Missouri
$74.9K +$71.4K +2,102 New
15 16
17
18 19

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.