We are live on ! Find out more
FNDF icon

Schwab Fundamental International Large Company Index ETF

138 hedge funds and large institutions have $3B invested in Schwab Fundamental International Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 27

12% more funds holding

Funds holding: 123138 (+15)

3% more capital invested

Capital invested by funds: $2.93B → $3B (+$77.7M)

1.08% less ownership

Funds ownership: 79.41%78.33% (-1.1%)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
138
Holders Change
+15
Holders Change %
+12.2%
% of All Funds
3.16%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.3%
New
29
Increased
47
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Altium Wealth Management
New York
$349K -$253K -8,304 -41%
3C
77
361 Capital
Colorado
$334K +$344K +11,313 New
HFA
78
Huber Financial Advisors
Illinois
$328K +$82K +2,698 +32%
VCM
79
Versant Capital Management
Arizona
$319K +$81.4K +2,677 +33%
BC
80
Burleson & Co
California
$307K +$6.93K +228 +2%
QCG
81
Quadrant Capital Group
Ohio
$302K +$312K +10,251 New
BWM
82
BerganKDV Wealth Management
Minnesota
$280K
WSTAM
83
Wilbanks Smith & Thomas Asset Management
Virginia
$268K
PA
84
PFG Advisors
Arizona
$268K +$14.5K +476 +6%
WA
85
Wealth Architects
California
$260K -$137K -4,508 -34%
MA
86
Mutual Advisors
Nebraska
$248K +$255K +8,398 New
IA
87
IFP Advisors
Florida
$228K +$18.5K +610 +9%
KJWM
88
Kiley Juergens Wealth Management
Washington
$217K
JIC
89
Johnson Investment Counsel
Ohio
$213K +$219K +7,212 New
SIAS
90
Shine Investment Advisory Services
Colorado
$213K +$219K +7,215 New
SFWA
91
Summit Financial Wealth Advisors
Louisiana
$210K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$183K +$6.17K +203 +3%
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K
GAM
94
Gemmer Asset Management
California
$91K
DWM
95
Destination Wealth Management
California
$86K +$87.1K +2,864 +6,509%
LYV
96
Live Your Vision
Pennsylvania
$85K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$67K +$13.2K +435 +24%
PFA
98
Pathway Financial Advisors
Vermont
$62K +$8.54K +281 +15%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$53K +$30.5K +1,004 +127%
CFC
100
Coyle Financial Counsel
Illinois
$44K +$44.9K +1,478 New