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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
Betterment LLC
201
Betterment LLC
New York
$1.08M +$353K +10,870 +47%
AWM
202
AE Wealth Management
Kansas
$1M -$43.1K -1,328 -4%
AA
203
AlphaQ Advisors
Florida
$966K +$85.1K +2,625 +9%
PWM
204
PRW Wealth Management
Massachusetts
$924K +$980K +30,200 New
SCM
205
Sebold Capital Management
Illinois
$911K +$172K +5,313 +23%
JP Morgan Chase
206
JP Morgan Chase
New York
$902K +$99.2K +3,059 +12%
EWA
207
EP Wealth Advisors
California
$902K -$1.51M -46,528 -62%
CCFM
208
Clear Creek Financial Management
Washington
$891K -$38.5K -1,187 -4%
CG
209
Colony Group
Massachusetts
$857K -$51.9K -1,600 -6%
PCMC
210
Private Capital Management (Colorado)
Colorado
$856K +$336K +10,368 +62%
FPAS
211
Focus Partners Advisor Solutions
Missouri
$820K +$44.1K +1,361 +6%
IC
212
IEQ Capital
California
$818K +$43.5K +1,342 +5%
EAM
213
Evanson Asset Management
California
$807K -$2.04K -63 -0.2%
Brown Advisory
214
Brown Advisory
Maryland
$806K -$145K -4,471 -15%
DFA
215
DHJJ Financial Advisors
Illinois
$792K -$22.7K -701 -3%
Mercer Global Advisors
216
Mercer Global Advisors
Colorado
$787K +$63.5K +1,957 +9%
PGAM
217
Princeton Global Asset Management
New Jersey
$787K -$37.5K -1,157 -4%
MWM
218
Modera Wealth Management
New Jersey
$779K +$155K +4,769 +24%
FP
219
Financial Perspectives
Minnesota
$767K
KAS
220
Kestra Advisory Services
Texas
$760K +$941 +29 +0.1%
SIC
221
Salem Investment Counselors
North Carolina
$757K +$256K +7,889 +49%
BI
222
Berkeley Inc
Idaho
$742K -$1.02M -31,445 -57%
ADL
223
Asset Dedication LLC
California
$735K -$41.5K -1,279 -5%
WP
224
WealthShield Partners
North Carolina
$731K +$91.3K +2,815 +14%
RSWM
225
Robertson Stephens Wealth Management
California
$727K +$16.8K +519 +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.