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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
VWA
451
V Wealth Advisors
Kansas
-$326K -10,099 Closed
FLPIM
452
F.L. Putnam Investment Management
Massachusetts
-$287K -8,902 Closed
TWM
453
Tanglewood Wealth Management
Texas
-$233K -7,201 Closed
ECG
454
Edge Capital Group
Georgia
-$223K -6,917 Closed
RPG
455
Resource Planning Group
Georgia
-$217K -6,715 Closed
JIC
456
Johnson Investment Counsel
Ohio
-$210K -6,519 Closed
OIA
457
OneDigital Investment Advisors
Kansas
-$203K -6,278 Closed
PP
458
PDS Planning
Ohio
-$202K -6,268 Closed
BWP
459
Balboa Wealth Partners
Arizona
-$202K -6,241 Closed
LG
460
Leuthold Group
Minnesota
-$201K -6,213 Closed
AP
461
Arlington Partners
Alabama
-$162K -5,027 Closed
IGWM
462
ICA Group Wealth Management
Colorado
-$88.5K -2,740 Closed
BAAM
463
Baker Avenue Asset Management
California
-$58.9K -1,824 Closed
KM
464
Kalos Management
Georgia
-$27.8K -862 Closed
RDFA
465
Ritter Daniher Financial Advisory
Ohio
-$15.7K -487 Closed
SF
466
Safeguard Financial
Wisconsin
-$13K -412 Closed
NC
467
NewSquare Capital
Pennsylvania
-$9.65K -299 Closed
BWL
468
Bogart Wealth LLC
Virginia
-$7.14K -221 Closed
DI
469
Disciplined Investments
Oklahoma
-$5.11K -158 Closed
BNP Paribas Financial Markets
470
BNP Paribas Financial Markets
France
-$4.65K -144 Closed
HT
471
Headlands Technologies
Illinois
-$3.75K -116 Closed
HPC
472
HM Payson & Co
Maine
-$663 -21 Closed
CFFP
473
Center for Financial Planning
Michigan
-$291 -9 Closed
FA
474
Fiduciary Alliance
South Carolina
-$129 -4 Closed

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.