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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
JFA
26
JNBA Financial Advisors
Minnesota
$33.7M -$11M -322,578 -25%
MWA
27
MFA Wealth Advisors
Pennsylvania
$32.9M +$177K +5,202 +0.6%
TWM
28
Tradition Wealth Management
Minnesota
$32.3M +$587K +17,278 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$31M +$1.95M +57,489 +7%
EWA
30
Exencial Wealth Advisors
Oklahoma
$30.2M -$640K -18,843 -2%
CAWM
31
Capital Advisors Wealth Management
Washington
$30M +$459K +13,526 +2%
AFA
32
Arlington Financial Advisors
California
$29.7M +$965K +28,416 +4%
UA
33
Unison Advisors
District of Columbia
$29.7M -$937K -27,582 -3%
CST
34
Charles Schwab Trust
Nevada
$29.1M +$4.52M +133,000 +19%
HighTower Advisors
35
HighTower Advisors
Illinois
$28.4M +$1.99M +58,635 +8%
CFO
36
CVA Family Office
Colorado
$28.2M +$553K +16,295 +2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$28.1M -$1.01M -29,683 -4%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$27.7M +$574K +16,910 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$25.7M +$3.27M +96,157 +15%
BIA
40
Barry Investment Advisors
Massachusetts
$25.3M +$794K +23,372 +3%
PAG
41
Private Advisor Group
New Jersey
$25.1M +$1.27M +37,447 +6%
Mariner
42
Mariner
Kansas
$24.7M +$5.69M +167,446 +32%
LIM
43
Leavell Investment Management
Alabama
$23.6M -$89.7K -2,641 -0.4%
VCM
44
Verde Capital Management
Michigan
$23.5M +$780K +22,971 +4%
OWM
45
Opes Wealth Management
California
$22.2M -$154K -4,540 -0.7%
BIA
46
Bell Investment Advisors
California
$21.9M +$551K +16,236 +3%
WMG
47
WESCAP Management Group
California
$21.3M +$1.02M +29,920 +5%
Charles Schwab
48
Charles Schwab
California
$21M +$20M +589,010 New
CWM
49
Cabot Wealth Management
Massachusetts
$20.2M +$613K +18,040 +3%
JBA
50
Johnson Bixby & Associates
Washington
$19.8M +$609K +17,941 +3%
1
2
3 4 5

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.