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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
CFO
101
Collective Family Office
Pennsylvania
$6.49M +$93.1K +2,870 +1%
CTWM
102
Cherry Tree Wealth Management
Minnesota
$6.38M +$248K +7,650 +4%
FSWA
103
Financial Synergies Wealth Advisors
Texas
$6.34M -$151K -4,653 -2%
JWS
104
Juncture Wealth Strategies
Arizona
$6.26M -$48K -1,480 -0.7%
IA
105
IFG Advisory
Georgia
$5.87M +$19.8K +611 +0.3%
AL
106
Aspiriant LLC
California
$5.82M +$57.8K +1,783 +1%
KCPG
107
Kavar Capital Partners Group
Kansas
$5.63M +$142K +4,393 +3%
LA
108
LVW Advisors
New York
$5.21M +$132K +4,058 +3%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$5.2M -$105K -3,222 -2%
USCWA
110
U.S. Capital Wealth Advisors
Texas
$5.08M +$1.55M +47,846 +42%
SS
111
Sound Stewardship
Kansas
$4.97M -$37.9K -1,168 -0.7%
ACP
112
Aveo Capital Partners
Colorado
$4.84M -$10.1K -310 -0.2%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$4.82M +$92.4K +2,850 +2%
AOWM
114
Alpha Omega Wealth Management
Virginia
$4.77M +$842K +25,958 +21%
AA
115
Alesco Advisors
New York
$4.73M -$11.7K -360 -0.2%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$4.69M +$97K +2,989 +2%
KMWM
117
Keudell/Morrison Wealth Management
Oregon
$4.66M -$272K -8,388 -5%
TCWM
118
Total Clarity Wealth Management
Illinois
$4.51M +$191K +5,886 +4%
FCM
119
Firestone Capital Management
Florida
$4.26M +$390K +12,030 +10%
IFS
120
Ifrah Financial Services
Arkansas
$4.25M +$192K +5,915 +5%
SL
121
Systelligence LLC
Minnesota
$4.1M -$38.3K -1,181 -0.9%
GFP
122
Guardian Financial Partners
California
$4.03M +$4.12M +127,163 New
OMC
123
Old Mission Capital
Illinois
$4.02M -$7.24M -223,319 -64%
SWP
124
Stratos Wealth Partners
Ohio
$4M +$32.2K +992 +0.8%
NCM
125
Northland Capital Management
Minnesota
$3.86M -$468K -14,419 -11%

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.