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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
GC
76
Gratus Capital
Georgia
$9.37M -$131K -4,034 -1%
IA
77
IFP Advisors
Florida
$9.35M +$5.08M +156,535 +113%
AIA
78
Arcadia Investment Advisors
Idaho
$9.28M -$17.6K -542 -0.2%
ACA
79
Ackerman Capital Advisors
Texas
$9.28M +$3.91M +120,687 +70%
WA
80
Waterford Advisors
New York
$8.91M +$164K +5,064 +2%
VBWMG
81
Von Berge Wealth Management Group
California
$8.83M +$15.6K +480 +0.2%
RJA
82
Raymond James & Associates
Florida
$8.57M +$196K +6,048 +2%
HCM
83
Hengehold Capital Management
Ohio
$8.4M
SA
84
Shilanski & Associates
Alaska
$8.3M +$62.9K +1,938 +0.7%
BWA
85
BlueSky Wealth Advisors
North Carolina
$8.18M -$36.2K -1,115 -0.4%
SWA
86
SOA Wealth Advisors
New York
$7.97M +$441K +13,588 +6%
PCM
87
Pennsylvania Capital Management
Pennsylvania
$7.85M +$176K +5,423 +2%
EFG
88
Ethos Financial Group
Pennsylvania
$7.83M +$497K +15,311 +7%
SF
89
Summit Financial
New Jersey
$7.74M -$2.38M -73,308 -23%
YAL
90
Your Advocates Ltd
Texas
$7.55M -$1.09M -33,481 -12%
CFA
91
Cahill Financial Advisors
Minnesota
$7.52M +$692K +21,337 +10%
EWM
92
Empirical Wealth Management
Washington
$7.35M -$331K -10,210 -4%
MFGM
93
Marshall Financial Group (Maryland)
Maryland
$7.13M -$43.5K -1,340 -0.6%
FWP
94
FAS Wealth Partners
Kansas
$7.11M -$126K -3,874 -2%
VP
95
Verum Partners
North Carolina
$7.09M +$1.62M +49,891 +29%
MWM
96
MorganRosel Wealth Management
Colorado
$7.06M +$21.5K +662 +0.3%
WTA
97
Washington Trust Advisors
Massachusetts
$7.02M -$123K -3,789 -2%
AC
98
Asio Capital
Kentucky
$6.95M -$145K -4,480 -2%
HWA
99
HHM Wealth Advisors
Tennessee
$6.8M +$335K +10,314 +5%
AWM
100
Aspire Wealth Management
Massachusetts
$6.74M +$976K +30,074 +16%

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.