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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
EH
126
Equitable Holdings
New York
$3.74M +$1.01M +31,057 +36%
BFEC
127
Benjamin F. Edwards & Company
Missouri
$3.72M +$446K +13,744 +13%
CCMG
128
Clark Capital Management Group
Pennsylvania
$3.62M +$419K +12,917 +13%
KFS
129
Kaizen Financial Strategies
California
$3.61M +$466K +14,370 +14%
WGCA
130
Wolf Group Capital Advisors
Virginia
$3.44M -$54.1K -1,668 -2%
CWM
131
Castle Wealth Management
Florida
$3.43M -$37.4K -1,154 -1%
WIP
132
WealthCare Investment Partners
Rhode Island
$3.43M +$1.05M +32,511 +42%
PP
133
PrairieView Partners
Minnesota
$3.42M -$261K -8,049 -7%
HR
134
Hardy Reed
Mississippi
$3.42M +$55.3K +1,706 +2%
AAS
135
Avantax Advisory Services
Texas
$3.27M +$361K +11,126 +12%
WP
136
Wealthspan Partners
Iowa
$3.11M +$78.6K +2,423 +3%
MG
137
Mather Group
Illinois
$2.99M -$102K -3,146 -3%
RF
138
Rollins Financial
Georgia
$2.98M -$316K -9,744 -9%
VA
139
Valmark Advisers
Ohio
$2.93M +$325K +10,006 +12%
OC
140
Oppenheimer & Co
New York
$2.92M +$139K +4,291 +5%
FPF
141
First Pacific Financial
Washington
$2.71M -$39.7K -1,224 -1%
CAM
142
Cresset Asset Management
Illinois
$2.52M +$1.28M +39,574 +99%
LCM
143
Lunt Capital Management
Utah
$2.5M +$140K +4,307 +6%
GW
144
GW & Wade
Massachusetts
$2.49M
WW
145
Waterfront Wealth
Kansas
$2.37M +$94.3K +2,907 +4%
MWM
146
Merriman Wealth Management
Washington
$2.36M -$2.96M -91,111 -55%
Prudential Financial
147
Prudential Financial
New Jersey
$2.31M +$314K +9,666 +15%
RPSA
148
Richard P. Slaughter Associates
Texas
$2.24M +$2.29M +70,660 New
AWM
149
Apollon Wealth Management
South Carolina
$2.16M -$385K -11,881 -15%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$2.14M +$69.4K +2,139 +3%

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.