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Schwab Fundamental International Large Company Index ETF
FNDF

Overview Fund Activity

429 hedge funds and large institutions have $7.52B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 127 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
429
Holders Change
+14
Holders Change %
+3.37%
% of All Funds
6.87%
Holding in Top 10
52
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.56%
% of All Funds
0.83%
New
55
Increased
174
Reduced
127
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$189M
2
Jane Street
Jane Street
New York
$113M
3
OPS
Orion Portfolio Solutions
Nebraska
$53.6M
4
OMC
Old Mission Capital
Illinois
$35.7M
5
Ameriprise
Ameriprise
Minnesota
$102M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$3.96B
2
LF
Lee Financial
Texas
$28.4M
3
UBS Group
UBS Group
Switzerland
$39.4M
4
KMWM
Keudell/Morrison Wealth Management
Oregon
$5.03M
5
SIM
Studio Investment Management
Illinois
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
126
Systelligence LLC
Minnesota
$3.71M -$124K -3,968 -3%
LWM
127
Liberty Wealth Management
California
$3.69M +$3.69M +118,190 New
HR
128
Hardy Reed
Mississippi
$3.33M +$117K +3,755 +4%
CCMG
129
Clark Capital Management Group
Pennsylvania
$3.31M -$61.5K -1,967 -2%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$3.18M +$868K +27,747 +38%
LSIA
131
LaSalle St. Investment Advisors
Illinois
$3.12M +$262K +8,377 +9%
AAS
132
Avantax Advisory Services
Texas
$3.06M -$3.25K -104 -0.1%
WP
133
Wealthspan Partners
Iowa
$3.03M +$116K +3,725 +4%
KFS
134
Kaizen Financial Strategies
California
$3M +$1.45M +46,363 +94%
VA
135
Valmark Advisers
Ohio
$2.89M +$229K +7,319 +9%
FPF
136
First Pacific Financial
Washington
$2.75M -$107K -3,415 -4%
WW
137
Waterfront Wealth
Kansas
$2.73M -$26.1K -835 -0.9%
USCWA
138
U.S. Capital Wealth Advisors
Texas
$2.71M +$765K +24,449 +39%
MG
139
Mather Group
Illinois
$2.7M +$8.04K +257 +0.3%
KCM
140
KM Capital Management
Texas
$2.5M – – –
WFA
141
Wade Financial Advisory
California
$2.47M +$151K +4,832 +7%
GW
142
GW & Wade
Massachusetts
$2.46M -$12.6K -402 -0.5%
KTC
143
Kistler-Tiffany Companies
Pennsylvania
$2.37M +$366K +11,712 +18%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$2.35M +$1.86M +59,363 +377%
CW
145
Connectus Wealth
Ohio
$2.3M +$126K +4,028 +6%
OC
146
Oppenheimer & Co
New York
$2.28M +$90.7K +2,900 +4%
EH
147
Equitable Holdings
New York
$2.17M +$324K +10,367 +18%
TSS
148
Two Sigma Securities
New York
$2.09M +$2.09M +66,899 New
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$685K +21,902 +51%
GT
150
Glenmede Trust
Pennsylvania
$1.95M +$8.66K +277 +0.4%
4 5
6
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