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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$2.13M -$1.58M -48,762 -42%
CA
152
Cetera Advisors
Colorado
$2.12M +$878K +27,063 +68%
TNA
153
True North Advisors
Texas
$2.1M -$101K -3,129 -5%
OAM
154
Occidental Asset Management
California
$2.07M +$437K +13,478 +26%
PCA
155
Pallas Capital Advisors
Massachusetts
$2.06M +$2.18M +67,189 New
GT
156
Glenmede Trust
Pennsylvania
$1.97M -$12.2K -377 -0.6%
HSA
157
HBK Sorce Advisory
Pennsylvania
$1.95M -$3.41K -105 -0.2%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.93M +$303K +9,336 +18%
VCM
159
Vivaldi Capital Management
Illinois
$1.87M -$63.1K -1,946 -3%
SOS
160
Silver Oak Securities
Tennessee
$1.84M -$136K -4,200 -7%
WFA
161
Wade Financial Advisory
California
$1.79M +$15.9K +491 +0.9%
SFS
162
Solitude Financial Services
Virginia
$1.76M -$12.5K -385 -0.7%
SFS
163
Sowell Financial Services
Arkansas
$1.7M -$17.2K -531 -1%
PWM
164
Perigon Wealth Management
California
$1.67M -$75.3K -2,321 -4%
PBO
165
Peoples Bank (Ohio)
Ohio
$1.67M +$1.71M +52,603 New
LJAC
166
L.J. Altfest & Co
New York
$1.66M +$1.14M +35,232 +207%
NWM
167
Northwest Wealth Management
Iowa
$1.61M
AWE
168
Avidian Wealth Enterprises
Texas
$1.58M +$192K +5,905 +13%
DP
169
Denver PWM
Colorado
$1.55M +$21.9K +675 +1%
MCM
170
Mendel Capital Management
Arkansas
$1.54M +$235K +7,235 +17%
RLWM
171
RF&L Wealth Management
Massachusetts
$1.54M -$4.87K -150 -0.3%
PWM
172
Provident Wealth Management
Tennessee
$1.52M +$84.2K +2,597 +6%
CPC
173
Consolidated Planning Corp
Georgia
$1.51M -$331K -10,214 -18%
WWM
174
Western Wealth Management
Colorado
$1.46M -$5.84K -180 -0.4%
ES
175
Eagle Strategies
New York
$1.44M -$35.6K -1,098 -2%

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.