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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
JWCA
176
J.W. Cole Advisors
Florida
$1.44M -$5.81K -179 -0.4%
Fidelity Investments
177
Fidelity Investments
Massachusetts
$1.44M +$413K +12,720 +39%
SA
178
SFI Advisors
New Jersey
$1.4M +$113K +3,493 +9%
BSW
179
Buckingham Strategic Wealth
Missouri
$1.37M +$108K +3,327 +8%
JWM
180
Janiczek Wealth Management
Colorado
$1.36M +$30.9K +953 +2%
MIAS
181
Mason Investment Advisory Services
Virginia
$1.31M
CAM
182
Cidel Asset Management
Ontario, Canada
$1.28M +$47.1K +1,453 +4%
LAM
183
Lakewood Asset Management
Illinois
$1.26M +$23.8K +735 +2%
KCM
184
Kathmere Capital Management
Pennsylvania
$1.24M +$142K +4,371 +13%
CTC
185
Central Trust Company
Missouri
$1.24M +$202K +6,228 +19%
JCIA
186
Jackson Creek Investment Advisors
Colorado
$1.23M -$1.17K -36 -0.1%
BPA
187
Beacon Pointe Advisors
California
$1.22M +$243K +7,490 +24%
EWP
188
Elevation Wealth Partners
California
$1.18M -$11.8K -363 -1%
MSFS
189
Main Street Financial Solutions
Pennsylvania
$1.15M
IWC
190
Integrated Wealth Concepts
Massachusetts
$1.14M +$531K +16,366 +83%
SPC
191
Sigma Planning Corp
Michigan
$1.14M +$10.8K +332 +0.9%
TWP
192
Tempus Wealth Planning
California
$1.12M +$8.92K +275 +0.8%
PWM
193
Prosperity Wealth Management
California
$1.12M +$1.15M +35,432 New
CIC
194
Cutler Investment Counsel
Oregon
$1.12M +$21.4K +661 +2%
IWM
195
IHT Wealth Management
Illinois
$1.12M +$90.6K +2,792 +9%
LFS
196
Lutz Financial Services
Nebraska
$1.11M -$12K -371 -1%
FTUS
197
Flow Traders U.S.
New York
$1.11M -$34.2M -1,054,288 -97%
LSIA
198
LaSalle St. Investment Advisors
Illinois
$1.11M -$205K -6,330 -15%
ASN
199
Advisory Services Network
Georgia
$1.1M +$50.2K +1,548 +5%
CAN
200
Cetera Advisor Networks
California
$1.09M +$392K +12,081 +54%

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.