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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
CW
51
Connectus Wealth
Ohio
$15M +$13.7M +421,356 +790%
FFN
52
Focus Financial Network
Minnesota
$14.8M +$381K +11,747 +3%
LNC
53
Lincoln National Corp
Pennsylvania
$14.7M -$215K -6,624 -1%
GWM
54
Geneos Wealth Management
Colorado
$14.2M +$13.9K +428 +0.1%
NFG
55
Nadler Financial Group
Illinois
$14.2M +$244K +7,514 +2%
SC
56
Savant Capital
Illinois
$13.9M -$231K -7,126 -2%
Mariner
57
Mariner
Kansas
$13.7M +$788K +24,307 +6%
SIM
58
Studio Investment Management
Illinois
$13.6M -$530K -16,346 -4%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$12.1M +$10.9M +336,479 +734%
1WM
60
1900 Wealth Management
Texas
$12M -$3.25M -100,077 -21%
RTL
61
Red Tortoise LLC
Georgia
$11.9M +$90.5K +2,790 +0.7%
MML Investors Services
62
MML Investors Services
Massachusetts
$11.9M -$499K -15,399 -4%
LF
63
Lee Financial
Texas
$11.8M -$3.93M -121,308 -25%
MWP
64
Moller Wealth Partners
$11.7M +$17.3K +532 +0.1%
BFP
65
Beacon Financial Planning
Massachusetts
$11.2M +$140K +4,326 +1%
PC
66
Prairiewood Capital
North Dakota
$11M +$653K +20,141 +6%
CAC
67
Certified Advisory Corp
Florida
$11M +$543K +16,749 +5%
Creative Planning
68
Creative Planning
Kansas
$10.7M +$4.68M +144,345 +75%
DAS
69
Dynamic Advisor Solutions
Arizona
$10.6M +$9.32M +287,233 +619%
HFS
70
Howard Financial Services
Texas
$10.3M +$792K +24,430 +8%
ACS
71
Archford Capital Strategies
Illinois
$10M -$65.5K -2,019 -0.6%
SSWG
72
Seven Springs Wealth Group
Tennessee
$9.88M +$3.03M +93,513 +43%
CWM
73
Capital Wealth Management
Rhode Island
$9.69M +$168K +5,189 +2%
MWM
74
Madison Wealth Management
Ohio
$9.46M +$452K +13,939 +5%
RF
75
RHS Financial
California
$9.45M +$343K +10,559 +4%

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.