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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
DAS
151
Dynamic Advisor Solutions
Arizona
$960K +$18.4K +657 +2%
CIC
152
Cutler Investment Counsel
Oregon
$950K +$127K +4,531 +14%
WIP
153
WealthCare Investment Partners
Rhode Island
$941K -$12.3K -439 -1%
RA
154
RFG Advisory
Alabama
$933K +$930K +33,262 New
PWM
155
Perigon Wealth Management
California
$915K -$3.69M -131,823 -78%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$879K +$553K +19,766 +131%
CCFM
157
Clear Creek Financial Management
Washington
$859K -$442K -15,818 -32%
FPAS
158
Focus Partners Advisor Solutions
Missouri
$855K +$516K +18,438 +118%
PAS
159
Park Avenue Securities
New York
$853K +$97.1K +3,471 +11%
FANJ
160
Financial Architects (New Jersey)
New Jersey
$853K +$948K +33,898 New
PFO
161
Pathstone Family Office
New Jersey
$848K +$472K +16,874 +100%
SA
162
SFI Advisors
New Jersey
$848K +$272K +9,717 +40%
KCM
163
Kathmere Capital Management
Pennsylvania
$837K -$1.51M -53,980 -62%
WFA
164
Wipfli Financial Advisors
Wisconsin
$832K +$403K +14,397 +77%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$794K +$103K +3,678 +13%
AF
166
Advisornet Financial
Minnesota
$780K -$261K -9,319 -23%
IWM
167
IHT Wealth Management
Illinois
$763K +$849K +30,348 New
BSW
168
Buckingham Strategic Wealth
Missouri
$760K -$262K -9,383 -24%
VNA
169
Valley National Advisers
Pennsylvania
$757K -$59.1K -2,112 -7%
Brown Advisory
170
Brown Advisory
Maryland
$756K -$287K -10,248 -25%
CG
171
Colony Group
Massachusetts
$728K -$24.4K -874 -3%
ECM
172
Elgethun Capital Management
South Dakota
$718K +$135K +4,811 +20%
BWM
173
Birchcreek Wealth Management
Ohio
$713K -$3.3K -118 -0.4%
DP
174
Denver PWM
Colorado
$700K -$266K -9,503 -26%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$675K -$562K -20,096 -43%

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.