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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
UA
26
Unison Advisors
District of Columbia
$27M -$2.99M -92,061 -10%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$26.3M -$1.25M -38,474 -4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$26.3M +$146K +4,491 +0.5%
CA
29
Capital Advantage
California
$25M +$377K +11,615 +1%
CFO
30
CVA Family Office
Colorado
$24.7M +$142K +4,368 +0.6%
AFA
31
Arlington Financial Advisors
California
$24.6M +$605K +18,665 +2%
CAWM
32
Capital Advisors Wealth Management
Washington
$23.6M +$2.58M +79,549 +12%
TWM
33
Tradition Wealth Management
Minnesota
$23.1M +$4.5M +138,802 +24%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$21.2M +$6M +184,893 +38%
Osaic Holdings
35
Osaic Holdings
Arizona
$21.1M +$1.74M +53,758 +9%
LIM
36
Leavell Investment Management
Alabama
$21.1M +$2.06M +63,585 +11%
VCM
37
Verde Capital Management
Michigan
$20.8M +$510K +15,722 +2%
BIA
38
Barry Investment Advisors
Massachusetts
$20.7M +$2.68M +82,491 +14%
PAG
39
Private Advisor Group
New Jersey
$20.7M +$793K +24,441 +4%
OWM
40
Opes Wealth Management
California
$20.6M +$598K +18,430 +3%
CST
41
Charles Schwab Trust
Nevada
$19.8M +$1.74M +53,762 +9%
HighTower Advisors
42
HighTower Advisors
Illinois
$19.6M +$1.85M +56,961 +10%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$18M +$1.99M +61,262 +12%
WMG
44
WESCAP Management Group
California
$17.9M -$98.1K -3,024 -0.5%
CWM
45
Cabot Wealth Management
Massachusetts
$17.5M -$106K -3,281 -0.6%
BIA
46
Bell Investment Advisors
California
$17.3M +$283K +8,729 +2%
OCG
47
Opus Capital Group
Ohio
$17.2M +$238K +7,344 +1%
JBA
48
Johnson Bixby & Associates
Washington
$16.5M +$820K +25,284 +5%
RCA
49
Resonant Capital Advisors
Wisconsin
$15.5M +$146K +4,503 +0.9%
AT
50
American Trust
Kentucky
$15.2M +$1.67M +51,415 +12%

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.