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Schwab Fundamental International Large Company Index ETF

361 hedge funds and large institutions have $5.19B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

0.11% more ownership

Funds ownership: 76.35%76.46% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $5.42B → $5.19B (-$227M)

4% less funds holding

Funds holding: 375361 (-14)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

Holders
361
Holders Change
-14
Holders Change %
-3.73%
% of All Funds
6.22%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
27
Increased
150
Reduced
118
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Castle Wealth Management
Florida
$4.14M +$3.92M +140,230 +577%
AI
77
Atria Investments
North Carolina
$4.06M +$79.3K +2,836 +2%
IA
78
IFG Advisory
Georgia
$4.04M +$278K +9,928 +7%
CFO
79
Collective Family Office
Pennsylvania
$3.99M +$514K +18,377 +13%
HWA
80
HHM Wealth Advisors
Tennessee
$3.98M +$758K +27,112 +21%
AWM
81
Aspire Wealth Management
Massachusetts
$3.94M +$907K +32,425 +26%
CFA
82
Cahill Financial Advisors
Minnesota
$3.93M +$587K +21,006 +16%
KCPG
83
Kavar Capital Partners Group
Kansas
$3.93M +$456K +16,316 +12%
ACS
84
Archford Capital Strategies
Illinois
$3.88M +$119K +4,273 +3%
AL
85
Aspiriant LLC
California
$3.82M +$163K +5,833 +4%
GFP
86
Guardian Financial Partners
California
$3.69M +$59.8K +2,137 +1%
RPSA
87
Richard P. Slaughter Associates
Texas
$3.69M +$553K +19,785 +16%
IC
88
IEQ Capital
California
$3.68M +$4.09M +146,314 New
Creative Planning
89
Creative Planning
Kansas
$3.62M -$104K -3,737 -3%
Renaissance Technologies
90
Renaissance Technologies
New York
$3.43M +$3.15M +112,700 +476%
PP
91
PrairieView Partners
Minnesota
$3.4M -$301K -10,775 -7%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$3.36M +$3.74M +133,631 New
CWMU
93
Caliber Wealth Management (Utah)
Utah
$3.35M +$261K +9,349 +8%
HighTower Advisors
94
HighTower Advisors
Illinois
$3.15M +$1.02M +36,532 +41%
CCMG
95
Clark Capital Management Group
Pennsylvania
$2.98M +$3.31M +118,395 New
SC
96
Savant Capital
Illinois
$2.93M -$313K -11,178 -9%
IFS
97
Ifrah Financial Services
Arkansas
$2.88M +$76.7K +2,743 +2%
PGFC
98
Peapack-Gladstone Financial Corp
New Jersey
$2.79M +$41.9K +1,500 +1%
SWP
99
Stratos Wealth Partners
Ohio
$2.69M -$55.8K -1,996 -2%
MFGM
100
Marshall Financial Group (Maryland)
Maryland
$2.61M +$113K +4,038 +4%

FNDF Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2022, worth a combined $5.19B — down 4.2% from $5.42B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FNDF and 27 opened new positions — a net loss of 9 holders — while 118 trimmed existing stakes and 150 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $201M. The largest seller was PRW Wealth Management, cutting an estimated $13.3M.

  • 361 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2022, down from 375 in Q2 2022.
  • Funds reported $5.19B of Schwab Fundamental International Large Company Index ETF stock for Q3 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2022 and 36 closed out, a net change of -9 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $201M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2022 was PRW Wealth Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2022.