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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
AEPWM
476
Atlantic Edge Private Wealth Management
Florida
$12.7K – – –
RF
477
Robinswood Financial
Washington
$12K – – –
SIC
478
SJS Investment Consulting
Ohio
$11.5K +$11K +323 New
WWM
479
Wolff Wiese Magana
California
$10.5K – – –
KWAG
480
Kiely Wealth Advisory Group
North Carolina
$9.94K – – –
RFA
481
Register Financial Advisors
Georgia
$9.84K – – –
GWSA
482
Global Wealth Strategies & Associates
Colorado
$9.22K – – –
WIC
483
Woodmont Investment Counsel
Tennessee
$8.8K +$8.39K +247 New
ACM
484
Anfield Capital Management
California
$8.76K +$8.35K +246 New
M
485
MOTCO
Texas
$8.19K -$5.26K -155 -40%
PTC
486
Private Trust Company
Ohio
$8.12K +$7.74K +228 New
LWA
487
Lowe Wealth Advisors
Maryland
$8.08K – – –
LF
488
LifeSteps Financial
California
$7.44K +$7.1K +209 New
HNB
489
Huntington National Bank
Ohio
$7.19K – – –
HWA
490
Heritage Wealth Advisors
Virginia
$6.94K – – –
SIS
491
Sound Income Strategies
Florida
$6.91K -$74.8K -2,204 -92%
WWMSC
492
Wagner Wealth Management (South Carolina)
South Carolina
$6.81K +$645 +19 +11%
CIA
493
Cape Investment Advisory
Georgia
$6.22K – – –
MCM
494
MV Capital Management
Maryland
$5.98K +$5.71K +168 New
EW
495
Element Wealth
Mississippi
$5.73K – – –
MRCM
496
M&R Capital Management
New Jersey
$5.45K -$4.62K -136 -47%
RP
497
Rice Partnership
Hawaii
$5.02K +$4.72K +139 +6,950%
BFPW
498
BOK Financial Private Wealth
Colorado
$4.95K – – –
APC
499
Aspire Private Capital
North Carolina
$4.7K +$4.48K +132 New
WAG
500
Wiser Advisor Group
Arizona
$4.61K -$34 -1 -0.8%
18 19
20
21 22

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.