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Schwab Fundamental International Large Company Index ETF

375 hedge funds and large institutions have $5.42B invested in Schwab Fundamental International Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 167 increasing their positions, 105 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 105

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% more funds holding

Funds holding: 374375 (+1)

1% less ownership

Funds ownership: 77.35%76.35% (-1%)

6% less capital invested

Capital invested by funds: $5.78B → $5.42B (-$360M)

Holders
375
Holders Change
+1
Holders Change %
+0.27%
% of All Funds
6.32%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.59%
New
41
Increased
167
Reduced
105
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
176
Elgethun Capital Management
South Dakota
$669K +$6.77K +221 +0.9%
KFS
177
Kaizen Financial Strategies
California
$667K +$37.2K +1,214 +5%
RSWM
178
Robertson Stephens Wealth Management
California
$649K
CCM
179
Coldstream Capital Management
Washington
$647K -$44.8K -1,462 -6%
LIA
180
LBMC Investment Advisors
Tennessee
$647K +$186K +6,086 +36%
SWA
181
Stratos Wealth Advisors
Ohio
$640K -$10.4K -338 -1%
AWS
182
Atria Wealth Solutions
New York
$633K +$136K +4,433 +25%
SSW
183
Stone Summit Wealth
Florida
$599K +$141K +4,611 +28%
HFA
184
HC Financial Advisors
California
$589K
KWM
185
Kingsview Wealth Management
Oregon
$588K +$636K +20,778 New
BWM
186
BCS Wealth Management
Tennessee
$586K +$268K +8,757 +73%
EWA
187
EP Wealth Advisors
California
$581K +$7.47K +244 +1%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$580K -$257K -8,401 -29%
JIR
189
James Investment Research
Ohio
$575K -$47.9K -1,564 -7%
AP
190
Appleton Partners
Massachusetts
$540K -$47.6K -1,554 -8%
SFS
191
Solitude Financial Services
Virginia
$535K +$579K +18,901 New
WFA
192
Wipfli Financial Advisors
Wisconsin
$529K +$5.3K +173 +0.9%
PGAM
193
Princeton Global Asset Management
New Jersey
$527K -$9.25K -302 -2%
Prudential Financial
194
Prudential Financial
New Jersey
$521K +$561K +18,305 New
LJAC
195
L.J. Altfest & Co
New York
$516K -$53.1K -1,735 -9%
BAM
196
Baldrige Asset Management
Pennsylvania
$511K -$9.71K -317 -2%
KLI
197
Kelman-Lazarov Inc
Tennessee
$504K -$10.1K -330 -2%
AFP
198
Ausdal Financial Partners
Iowa
$499K +$30K +980 +6%
WP
199
WealthShield Partners
North Carolina
$499K +$54.8K +1,790 +11%
UBS AM
200
UBS AM
Illinois
$490K +$531K +17,323 New

FNDF Hedge Fund Activity: Q2 2022 in Review

375 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2022, worth a combined $5.42B — down 6.2% from $5.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FNDF positions and 39 closed out — a net gain of 2 holders — while 167 added to existing stakes and 105 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $195M. The largest seller was Bank of America, cutting an estimated $30.3M.

  • 375 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2022, up from 374 in Q1 2022.
  • Funds reported $5.42B of Schwab Fundamental International Large Company Index ETF stock for Q2 2022, down 6.2% quarter-over-quarter.
  • 41 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2022 and 39 closed out, a net change of +2 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $195M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2022 was Bank of America, an estimated $30.3M sold.

Based on aggregated 13F filings for Q2 2022.