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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
WP
201
WealthShield Partners
North Carolina
$473K +$33.9K +1,212 +7%
JIR
202
James Investment Research
Ohio
$467K -$48.1K -1,719 -8%
ASN
203
Advisory Services Network
Georgia
$457K +$32.9K +1,175 +7%
BAM
204
Baldrige Asset Management
Pennsylvania
$455K +$979 +35 +0.2%
KLI
205
Kelman-Lazarov Inc
Tennessee
$450K +$2.52K +90 +0.5%
AWA
206
Archvest Wealth Advisors
California
$442K +$250K +8,924 +103%
PGAM
207
Princeton Global Asset Management
New Jersey
$435K -$37.4K -1,336 -7%
HR
208
Hardy Reed
Mississippi
$431K +$197K +7,037 +70%
AWA
209
Arete Wealth Advisors
Illinois
$425K -$839K -29,990 -64%
AMG
210
Asset Management Group
Connecticut
$421K
KWM
211
Kingsview Wealth Management
Oregon
$411K -$124K -4,424 -21%
EFG
212
Everhart Financial Group
Ohio
$380K
BPA
213
Beacon Pointe Advisors
California
$376K -$61.4K -2,196 -13%
CAN
214
Cetera Advisor Networks
California
$376K -$50.4K -1,803 -11%
VCM
215
Versant Capital Management
Arizona
$350K -$22.5K -805 -5%
BFG
216
Berger Financial Group
Minnesota
$347K +$385K +13,779 New
IDA
217
Intelligence Driven Advisers
California
$344K +$371K +13,255 New
SWP
218
Strategic Wealth Partners
Ohio
$342K -$29.6K -1,060 -7%
TWM
219
Tanglewood Wealth Management
Texas
$340K +$377K +13,499 New
PFC
220
Phocas Financial Corp
California
$332K
SSC
221
Syverson Strege & Co
Iowa
$326K
Financial Engines Advisors
222
Financial Engines Advisors
California
$325K +$30.5K +1,089 +9%
ACP
223
Aviance Capital Partners
Florida
$324K -$1.27M -45,481 -78%
FWM
224
Fortress Wealth Management
California
$322K
AA
225
Addison Advisors
Vermont
$320K -$18.6K -665 -5%

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.