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Schwab Fundamental International Large Company Index ETF

438 hedge funds and large institutions have $8.11B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 201 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 127

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

8% more capital invested

Capital invested by funds: $7.52B → $8.11B (+$599M)

2% more funds holding

Funds holding: 429438 (+9)

0.19% less ownership

Funds ownership: 78.2%78.01% (-0.19%)

4% less funds holding in top 10

Funds holding in top 10: 5250 (-2)

Holders
438
Holders Change
+9
Holders Change %
+2.1%
% of All Funds
6.88%
Holding in Top 10
50
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.85%
% of All Funds
0.79%
New
48
Increased
201
Reduced
127
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
201
Colony Group
Massachusetts
$925K +$28.4K +888 +3%
AWA
202
Arete Wealth Advisors
Illinois
$922K +$166K +5,199 +22%
LFA
203
Legacy Financial Advisors
Kentucky
$914K -$175K -5,459 -16%
AA
204
AlphaQ Advisors
Florida
$900K -$5.98K -187 -0.7%
FANJ
205
Financial Architects (New Jersey)
New Jersey
$883K +$30.6K +957 +4%
Stifel Financial
206
Stifel Financial
Missouri
$880K +$227K +7,114 +35%
PGAM
207
Princeton Global Asset Management
New Jersey
$840K +$28.5K +892 +4%
DFA
208
DHJJ Financial Advisors
Illinois
$830K +$2.78K +87 +0.3%
EAM
209
Evanson Asset Management
California
$825K +$735 +23 +0.1%
RWM
210
Revisor Wealth Management
Ohio
$824K +$160K +4,990 +24%
JP Morgan Chase
211
JP Morgan Chase
New York
$821K +$8.92K +279 +1%
LSA
212
Lion Street Advisors
Texas
$819K +$779K +24,350 New
CFGS
213
Concourse Financial Group Securities
Alabama
$795K +$266K +8,305 +51%
FPAS
214
Focus Partners Advisor Solutions
Missouri
$792K -$253K -7,920 -24%
IC
215
IEQ Capital
California
$791K +$11.4K +357 +1%
ADL
216
Asset Dedication LLC
California
$788K -$1.44K -45 -0.2%
FP
217
Financial Perspectives
Minnesota
$782K
KAS
218
Kestra Advisory Services
Texas
$774K -$45.3K -1,417 -6%
BWM
219
Birchcreek Wealth Management
Ohio
$773K +$276K +8,631 +56%
TF
220
Theory Financial
Colorado
$762K +$57.8K +1,809 +8%
SCM
221
Sebold Capital Management
Illinois
$757K -$451K -14,117 -38%
Betterment LLC
222
Betterment LLC
New York
$754K +$137K +4,288 +23%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$740K +$120K +3,750 +20%
CCM
224
Coldstream Capital Management
Washington
$725K
RSWM
225
Robertson Stephens Wealth Management
California
$724K -$52.6K -1,645 -7%

FNDF Hedge Fund Activity: Q2 2023 in Review

438 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q2 2023, worth a combined $8.11B — up 8% from $7.52B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FNDF positions and 33 closed out — a net gain of 15 holders — while 201 added to existing stakes and 127 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $338M. The largest seller was Jane Street, cutting an estimated $84.3M.

  • 438 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q2 2023, up from 429 in Q1 2023.
  • Funds reported $8.11B of Schwab Fundamental International Large Company Index ETF stock for Q2 2023, up 8% quarter-over-quarter.
  • 48 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q2 2023 and 33 closed out, a net change of +15 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $338M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q2 2023 was Jane Street, an estimated $84.3M sold.

Based on aggregated 13F filings for Q2 2023.