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Schwab Fundamental International Large Company Index ETF

375 hedge funds and large institutions have $5.42B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 105

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% more funds holding

Funds holding: 374375 (+1)

1% less ownership

Funds ownership: 77.35%76.35% (-1%)

6% less capital invested

Capital invested by funds: $5.78B → $5.42B (-$360M)

Holders
375
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.32%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.59%
New
41
Increased
167
Reduced
105
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
26
1900 Wealth Management
Texas
$16.2M +$314K +10,267 +2%
GWM
27
Geneos Wealth Management
Colorado
$15.7M +$287K +9,370 +2%
SIM
28
Studio Investment Management
Illinois
$15.7M -$74.6K -2,436 -0.4%
AFA
29
Arlington Financial Advisors
California
$15.6M +$458K +14,955 +3%
BIA
30
Barry Investment Advisors
Massachusetts
$15.5M -$191K -6,221 -1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$15.1M +$3.95M +128,874 +32%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$14.4M +$4.83M +157,641 +45%
OCG
33
Opus Capital Group
Ohio
$14M +$1.49M +48,687 +11%
UA
34
Unison Advisors
District of Columbia
$14M +$3.88M +126,817 +35%
PWM
35
PRW Wealth Management
Massachusetts
$13.8M -$86.4K -2,822 -0.6%
LIM
36
Leavell Investment Management
Alabama
$13.6M +$6.14M +200,368 +71%
LPL Financial
37
LPL Financial
California
$13.2M +$1.47M +47,933 +11%
WMG
38
WESCAP Management Group
California
$13.1M +$2.16M +70,634 +18%
LNC
39
Lincoln National Corp
Pennsylvania
$11.8M -$55.7K -1,820 -0.4%
Osaic Holdings
40
Osaic Holdings
Arizona
$11.6M -$1.31M -42,693 -9%
FFN
41
Focus Financial Network
Minnesota
$11.4M -$15.2K -495 -0.1%
BlackRock
42
BlackRock
New York
$10.6M -$3.09M -100,930 -21%
SF
43
Summit Financial
New Jersey
$10.6M -$160K -5,213 -1%
ACA
44
Ackerman Capital Advisors
Texas
$9.92M -$980K -32,002 -8%
MWP
45
Moller Wealth Partners
$9.03M +$361K +11,771 +4%
RTL
46
Red Tortoise LLC
Georgia
$8.98M -$6.28K -205 -0.1%
PC
47
Prairiewood Capital
North Dakota
$8.72M -$134K -4,376 -1%
RF
48
RHS Financial
California
$8.26M +$1.27M +41,306 +16%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$8.25M +$995K +32,469 +13%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$8.05M +$87.6K +2,860 +1%

FNDF Hedge Fund Activity: Q2 2022 in Review

375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2022, worth a combined $5.42B — down 6.2% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDF positions and 39 closed out — a net gain of 2 holders — while 167 added to existing stakes and 105 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $30.3M.

  • 375 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2022, up from 374 in Q1 2022.
  • Funds reported $5.42B of Schwab Fundamental International Large Company Index ETF stock for Q2 2022, down 6.2% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2022 and 39 closed out, a net change of +2 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $195M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2022 was Bank of America, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.