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Schwab Fundamental International Large Company Index ETF

438 hedge funds and large institutions have $8.11B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 127

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $7.52B → $8.11B (+$599M)

2% more funds holding

Funds holding: 429438 (+9)

0.19% less ownership

Funds ownership: 78.2%78.01% (-0.19%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
6.88%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.79%
New
48
Increased
201
Reduced
127
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBWMG
76
Von Berge Wealth Management Group
California
$8.99M +$128K +3,990 +1%
WA
77
Waterford Advisors
New York
$8.92M +$326K +10,194 +4%
YAL
78
Your Advocates Ltd
Texas
$8.78M +$35K +1,094 +0.4%
HCM
79
Hengehold Capital Management
Ohio
$8.57M -$105K -3,285 -1%
RJA
80
Raymond James & Associates
Florida
$8.54M +$417K +13,054 +5%
SA
81
Shilanski & Associates
Alaska
$8.4M +$323K +10,087 +4%
BWA
82
BlueSky Wealth Advisors
North Carolina
$8.38M -$448K -14,025 -5%
PCM
83
Pennsylvania Capital Management
Pennsylvania
$7.83M +$1.06M +33,072 +16%
EWM
84
Empirical Wealth Management
Washington
$7.83M +$262K +8,203 +4%
SWA
85
SOA Wealth Advisors
New York
$7.69M +$2.74M +85,828 +56%
FWP
86
FAS Wealth Partners
Kansas
$7.38M +$16.3K +509 +0.2%
MFGM
87
Marshall Financial Group (Maryland)
Maryland
$7.31M +$106K +3,300 +1%
WTA
88
Washington Trust Advisors
Massachusetts
$7.28M -$270K -8,435 -4%
EFG
89
Ethos Financial Group
Pennsylvania
$7.25M
AC
90
Asio Capital
Kentucky
$7.23M +$63.7K +1,991 +0.9%
MWM
91
MorganRosel Wealth Management
Colorado
$7.17M +$6.4M +200,032 +906%
SSWG
92
Seven Springs Wealth Group
Tennessee
$7.05M +$618K +19,318 +10%
CFA
93
Cahill Financial Advisors
Minnesota
$6.97M +$870K +27,216 +14%
FSWA
94
Financial Synergies Wealth Advisors
Texas
$6.61M -$77.4K -2,421 -1%
HWA
95
HHM Wealth Advisors
Tennessee
$6.6M +$502K +15,694 +8%
CFO
96
Collective Family Office
Pennsylvania
$6.52M -$706K -22,097 -10%
JWS
97
Juncture Wealth Strategies
Arizona
$6.43M -$739K -23,115 -10%
CTWM
98
Cherry Tree Wealth Management
Minnesota
$6.25M +$6.19M +193,698 New
Creative Planning
99
Creative Planning
Kansas
$6.2M +$24.2K +757 +0.4%
IA
100
IFG Advisory
Georgia
$5.96M +$22K +688 +0.4%

FNDF Hedge Fund Activity: Q2 2023 in Review

438 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2023, worth a combined $8.11B — up 8% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FNDF positions and 33 closed out — a net gain of 15 holders — while 201 added to existing stakes and 127 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $338M. The largest seller was Jane Street, cutting an estimated $84.3M.

  • 438 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2023, up from 429 in Q1 2023.
  • Funds reported $8.11B of Schwab Fundamental International Large Company Index ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 48 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2023 and 33 closed out, a net change of +15 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $338M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2023 was Jane Street, an estimated $84.3M sold.

Based on aggregated 13F filings for Q2 2023.