We are live on ! Find out more
FNDF icon

Schwab Fundamental International Large Company Index ETF

500 hedge funds and large institutions have $9.54B invested in Schwab Fundamental International Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 28

55% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 132

17% more capital invested

Capital invested by funds: $8.18B → $9.54B (+$1.36B)

14% more funds holding

Funds holding: 440500 (+60)

8% more funds holding in top 10

Funds holding in top 10: 5256 (+4)

2.67% more ownership

Funds ownership: 77.17%79.84% (+2.7%)

Holders
500
Holders Change
+60
Holders Change %
+13.64%
% of All Funds
7.29%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
94
Increased
205
Reduced
132
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
LongView Wealth Management
Georgia
$1.41M +$1.36M +42,275 New
JWM
202
Janiczek Wealth Management
Colorado
$1.4M -$43.9K -1,370 -3%
SHF
203
Stage Harbor Financial
Massachusetts
$1.38M +$1.32M +41,035 New
DP
204
Denver PWM
Colorado
$1.38M -$273K -8,504 -17%
KCM
205
Kathmere Capital Management
Pennsylvania
$1.37M +$50.9K +1,587 +4%
CAM
206
Cidel Asset Management
Ontario, Canada
$1.36M
KWS
207
Keystone Wealth Services
California
$1.35M +$1.29M +40,149 New
ASN
208
Advisory Services Network
Georgia
$1.35M +$172K +5,371 +15%
LAM
209
Lakewood Asset Management
Illinois
$1.35M +$2.6K +81 +0.2%
IWC
210
Integrated Wealth Concepts
Massachusetts
$1.35M +$122K +3,803 +11%
TWP
211
Tempus Wealth Planning
California
$1.33M +$122K +3,813 +11%
Cerity Partners
212
Cerity Partners
New York
$1.31M +$1.25M +38,950 New
JCIA
213
Jackson Creek Investment Advisors
Colorado
$1.28M -$28.6K -893 -2%
CIC
214
Cutler Investment Counsel
Oregon
$1.26M +$62.8K +1,959 +6%
KAS
215
Kestra Advisory Services
Texas
$1.25M +$418K +13,027 +54%
CPC
216
Consolidated Planning Corp
Georgia
$1.22M -$367K -11,435 -24%
MSFS
217
Main Street Financial Solutions
Pennsylvania
$1.22M -$962 -30 -0.1%
AWA
218
Arete Wealth Advisors
Illinois
$1.22M +$1.16M +36,081 New
CIS
219
Custom Index Systems
New York
$1.2M +$1.14M +35,569 New
Betterment LLC
220
Betterment LLC
New York
$1.2M +$41.4K +1,292 +4%
EWP
221
Elevation Wealth Partners
California
$1.18M
LFS
222
Lutz Financial Services
Nebraska
$1.17M -$14.6K -455 -1%
YIH
223
Y-Intercept (HK)
Hong Kong
$1.13M +$1.08M +33,560 New
IWM
224
IHT Wealth Management
Illinois
$1.1M -$91.5K -2,856 -8%
BSW
225
Buckingham Strategic Wealth
Missouri
$1.02M -$416K -12,970 -30%

FNDF Hedge Fund Activity: Q4 2023 in Review

500 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2023, worth a combined $9.54B — up 17% from $8.18B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FNDF positions and 28 closed out — a net gain of 66 holders — while 205 added to existing stakes and 132 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $341M. The largest seller was Paragon Wealth Strategies, exiting entirely with an estimated $40.5M sold.

  • 500 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2023, up from 440 in Q3 2023.
  • Funds reported $9.54B of Schwab Fundamental International Large Company Index ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 94 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2023 and 28 closed out, a net change of +66 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2023 was Jane Street, an estimated $341M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2023 was Paragon Wealth Strategies, an estimated $40.5M sold.

Based on aggregated 13F filings for Q4 2023.