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Schwab Fundamental International Large Company Index ETF

361 hedge funds and large institutions have $5.19B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 150 increasing their positions, 118 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 118

0.11% more ownership

Funds ownership: 76.35%76.46% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $5.42B → $5.19B (-$227M)

4% less funds holding

Funds holding: 375361 (-14)

25% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 36

Holders
361
Holders Change
-14
Holders Change %
-3.73%
% of All Funds
6.22%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.6%
New
27
Increased
150
Reduced
118
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
Janiczek Wealth Management
Colorado
$1.38M +$32.4K +1,160 +2%
EWA
127
EP Wealth Advisors
California
$1.38M +$956K +34,173 +166%
CPWA
128
Cerro Pacific Wealth Advisors
California
$1.36M +$1.09M +38,982 +258%
MIAS
129
Mason Investment Advisory Services
Virginia
$1.35M -$7.24K -259 -0.5%
SFS
130
Solitude Financial Services
Virginia
$1.31M +$928K +33,169 +175%
WWM
131
Western Wealth Management
Colorado
$1.3M +$253K +9,064 +23%
CAC
132
Certified Advisory Corp
Florida
$1.29M +$173K +6,170 +14%
NWM
133
Northwest Wealth Management
Iowa
$1.28M
LFA
134
Legacy Financial Advisors
Kentucky
$1.28M +$1.42M +50,780 New
KFS
135
Kaizen Financial Strategies
California
$1.21M +$687K +24,578 +104%
CAM
136
Cresset Asset Management
Illinois
$1.19M -$41.6K -1,489 -3%
FPF
137
First Pacific Financial
Washington
$1.19M -$990K -35,406 -43%
VCM
138
Vivaldi Capital Management
Illinois
$1.14M +$61.3K +2,192 +5%
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$1.12M -$41.6K -1,487 -3%
HI
140
Harbour Investments
Wisconsin
$1.11M
JWCA
141
J.W. Cole Advisors
Florida
$1.1M -$9.62K -344 -0.8%
MSFS
142
Main Street Financial Solutions
Pennsylvania
$1.1M -$215K -7,700 -15%
JCIA
143
Jackson Creek Investment Advisors
Colorado
$1.09M +$57.5K +2,058 +5%
AAS
144
Avantax Advisory Services
Texas
$1.08M +$536K +19,170 +80%
Stifel Financial
145
Stifel Financial
Missouri
$1.08M -$51.3K -1,835 -4%
AA
146
Alesco Advisors
New York
$1.08M +$517K +18,488 +76%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$1.03M -$6.82M -243,764 -86%
KTC
148
Kistler-Tiffany Companies
Pennsylvania
$1M -$39.6K -1,417 -3%
LFS
149
Lutz Financial Services
Nebraska
$984K -$4.17K -149 -0.4%
CAM
150
Cidel Asset Management
Ontario, Canada
$977K -$26.5K -948 -2%

FNDF Hedge Fund Activity: Q3 2022 in Review

361 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q3 2022, worth a combined $5.19B — down 4.2% from $5.42B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of FNDF and 27 opened new positions — a net loss of 9 holders — while 118 trimmed existing stakes and 150 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $201M. The largest seller was PRW Wealth Management, cutting an estimated $13.3M.

  • 361 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q3 2022, down from 375 in Q2 2022.
  • Funds reported $5.19B of Schwab Fundamental International Large Company Index ETF stock for Q3 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q3 2022 and 36 closed out, a net change of -9 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $201M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q3 2022 was PRW Wealth Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2022.