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Schwab Fundamental International Large Company Index ETF

374 hedge funds and large institutions have $5.78B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 86 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 86

30% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 44

21% more funds holding in top 10

Funds holding in top 10: 2834 (+6)

2% more funds holding

Funds holding: 368374 (+6)

5% more capital invested

Capital invested by funds: $5.52B → $5.78B (+$252M)

0.06% less ownership

Funds ownership: 77.42%77.35% (-0.06%)

Holders
374
Holders Change
+6
Holders Change %
+1.63%
% of All Funds
5.9%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
57
Increased
159
Reduced
86
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$400K +12,265 +34%
AOWM
127
Alpha Omega Wealth Management
Virginia
$1.53M +$306K +9,381 +25%
Stifel Financial
128
Stifel Financial
Missouri
$1.52M +$1.1M +33,655 +247%
CAM
129
Cresset Asset Management
Illinois
$1.51M +$1.92K +59 +0.1%
HSA
130
HBK Sorce Advisory
Pennsylvania
$1.51M -$146K -4,483 -9%
CWA
131
Consilium Wealth Advisory
Texas
$1.5M -$245K -7,510 -14%
WWM
132
Western Wealth Management
Colorado
$1.47M +$978K +29,990 +191%
Brown Advisory
133
Brown Advisory
Maryland
$1.44M +$1.46M +44,658 New
JWCA
134
J.W. Cole Advisors
Florida
$1.41M +$104K +3,201 +8%
WFA
135
Wade Financial Advisory
California
$1.36M +$411K +12,613 +43%
CCMG
136
Clark Capital Management Group
Pennsylvania
$1.34M -$359K -10,997 -21%
CAM
137
Cidel Asset Management
Ontario, Canada
$1.33M -$35.2K -1,080 -3%
JCIA
138
Jackson Creek Investment Advisors
Colorado
$1.29M -$83.6K -2,564 -6%
KTC
139
Kistler-Tiffany Companies
Pennsylvania
$1.29M +$1.07M +32,736 +448%
LFS
140
Lutz Financial Services
Nebraska
$1.27M
CG
141
Colony Group
Massachusetts
$1.25M
CAG
142
Csenge Advisory Group
Florida
$1.25M +$1.26M +38,681 New
AF
143
Advisornet Financial
Minnesota
$1.2M -$240K -7,368 -16%
VCM
144
Vivaldi Capital Management
Illinois
$1.12M +$1.21M +37,149 New
FANJ
145
Financial Architects (New Jersey)
New Jersey
$1.11M +$17.6K +540 +2%
MFGM
146
Marshall Financial Group (Maryland)
Maryland
$1.1M +$412K +12,643 +59%
WP
147
WealthSource Partners
California
$1.09M +$1.11M +33,955 New
CIC
148
Cutler Investment Counsel
Oregon
$1.07M +$1.09M +33,339 New
FPF
149
First Pacific Financial
Washington
$1.06M -$447K -13,695 -29%
BPA
150
Beacon Pointe Advisors
California
$995K +$454K +13,912 +82%

FNDF Hedge Fund Activity: Q1 2022 in Review

374 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q1 2022, worth a combined $5.78B — up 4.6% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FNDF positions and 44 closed out — a net gain of 13 holders — while 159 added to existing stakes and 86 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52.6M. The largest seller was Lebenthal Global Advisors, exiting entirely with an estimated $26.8M sold.

  • 374 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q1 2022, up from 368 in Q4 2021.
  • Funds reported $5.78B of Schwab Fundamental International Large Company Index ETF stock for Q1 2022, up 4.6% quarter-over-quarter.
  • 57 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q1 2022 and 44 closed out, a net change of +13 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q1 2022 was Charles Schwab Investment Advisory, an estimated $52.6M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q1 2022 was Lebenthal Global Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2022.