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Schwab Fundamental International Large Company Index ETF

233 hedge funds and large institutions have $4.09B invested in Schwab Fundamental International Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 79 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 18

41% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 56

20% more funds holding

Funds holding: 194233 (+39)

12% more capital invested

Capital invested by funds: $3.66B → $4.09B (+$436M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.62% more ownership

Funds ownership: 82.41%84.03% (+1.6%)

Holders
233
Holders Change
+39
Holders Change %
+20.1%
% of All Funds
4.59%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.26%
New
57
Increased
79
Reduced
56
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
126
Kiley Juergens Wealth Management
Washington
$358K -$36.8K -1,292 -9%
Neuberger Berman Group
127
Neuberger Berman Group
New York
$351K +$346K +12,140 New
AF
128
Advisornet Financial
Minnesota
$349K -$393K -13,804 -53%
IWA
129
IBEX Wealth Advisors
New Jersey
$332K +$327K +11,477 New
HFA
130
Huber Financial Advisors
Illinois
$322K -$46.9K -1,646 -13%
NRI
131
NFP Retirement Inc
California
$314K +$311K +10,912 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$314K -$25.9K -909 -8%
CCM
133
Cribstone Capital Management
Maine
$311K -$57.1K -2,005 -16%
DWM
134
Destination Wealth Management
California
$311K +$307K +10,762 New
MWP
135
MYCIO Wealth Partners
Pennsylvania
$310K +$306K +10,726 New
AP
136
Appleton Partners
Massachusetts
$307K
JIC
137
Johnson Investment Counsel
Ohio
$306K -$327K -11,461 -52%
GC
138
Gratus Capital
Georgia
$297K +$60.1K +2,111 +26%
TSS
139
Two Sigma Securities
New York
$296K +$291K +10,222 New
CAN
140
Cetera Advisor Networks
California
$295K +$52K +1,824 +22%
WA
141
Wealth Architects
California
$289K -$28.5K -1,000 -9%
LF
142
LifeSteps Financial
California
$284K +$280K +9,832 New
PCA
143
Personal Capital Advisors
California
$283K +$279K +9,776 New
Betterment LLC
144
Betterment LLC
New York
$278K -$88.4K -3,103 -24%
SWM
145
Southern Wealth Management
Texas
$255K +$251K +8,808 New
CWM
146
Chicago Wealth Management
Illinois
$254K +$250K +8,769 New
Fisher Asset Management
147
Fisher Asset Management
Washington
$246K +$242K +8,494 New
CCM
148
Chilton Capital Management
Texas
$235K +$1.88K +66 +0.8%
SHA
149
Seneca House Advisors
Virginia
$232K -$159K -5,592 -41%
NB
150
NBT Bank
New York
$232K

FNDF Hedge Fund Activity: Q4 2019 in Review

233 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2019, worth a combined $4.09B — up 12% from $3.66B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FNDF positions and 18 closed out — a net gain of 39 holders — while 79 added to existing stakes and 56 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $165M. The largest seller was Jane Street, exiting entirely with an estimated $7.29M sold.

  • 233 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2019, up from 194 in Q3 2019.
  • Funds reported $4.09B of Schwab Fundamental International Large Company Index ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 57 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2019 and 18 closed out, a net change of +39 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $165M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2019 was Jane Street, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2019.