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Schwab Fundamental International Large Company Index ETF
FNDF

Overview Fund Activity

498 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 93 funds opening new positions, 205 increasing their positions, 132 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+59
Holders Change %
+13.44%
% of All Funds
7.3%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
0.82%
New
93
Increased
205
Reduced
132
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$359M
2
Morgan Stanley
Morgan Stanley
New York
$385M
3
CSIA
Charles Schwab Investment Advisory
California
$4.41B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$483M
5
OMC
Old Mission Capital
Illinois
$29.6M

Top Sellers

1
PWS
Paragon Wealth Strategies
Florida
$0
2
CW
Connectus Wealth
Ohio
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$15.2M
4
LSIA
LaSalle St. Investment Advisors
Illinois
$5.29M
5
AC
Asio Capital
Kentucky
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
LongView Wealth Management
Georgia
$1.41M +$1.41M +42,275 New
JWM
202
Janiczek Wealth Management
Colorado
$1.4M -$46.2K -1,370 -3%
SHF
203
Stage Harbor Financial
Massachusetts
$1.38M +$1.38M +41,035 New
DP
204
Denver PWM
Colorado
$1.38M -$283K -8,504 -17%
KCM
205
Kathmere Capital Management
Pennsylvania
$1.37M +$53.5K +1,587 +4%
CAM
206
Cidel Asset Management
Ontario, Canada
$1.36M – – –
KWS
207
Keystone Wealth Services
California
$1.35M +$1.35M +40,149 New
ASN
208
Advisory Services Network
Georgia
$1.35M +$181K +5,371 +15%
LAM
209
Lakewood Asset Management
Illinois
$1.35M +$2.73K +81 +0.2%
IWC
210
Integrated Wealth Concepts
Massachusetts
$1.35M +$128K +3,803 +11%
TWP
211
Tempus Wealth Planning
California
$1.33M +$129K +3,813 +11%
Cerity Partners
212
Cerity Partners
New York
$1.31M +$1.31M +38,950 New
JCIA
213
Jackson Creek Investment Advisors
Colorado
$1.28M -$30.1K -893 -2%
CIC
214
Cutler Investment Counsel
Oregon
$1.26M +$66.1K +1,959 +6%
KAS
215
Kestra Advisory Services
Texas
$1.25M +$439K +13,027 +54%
CPC
216
Consolidated Planning Corp
Georgia
$1.22M -$386K -11,435 -24%
MSFS
217
Main Street Financial Solutions
Pennsylvania
$1.22M -$1.01K -30 -0.1%
AWA
218
Arete Wealth Advisors
Illinois
$1.22M +$1.22M +36,081 New
CIS
219
Custom Index Systems
New York
$1.2M +$1.2M +35,569 New
Betterment LLC
220
Betterment LLC
New York
$1.2M +$43.6K +1,292 +4%
EWP
221
Elevation Wealth Partners
California
$1.18M – – –
LFS
222
Lutz Financial Services
Nebraska
$1.17M -$15.3K -455 -1%
YIH
223
Y-Intercept (HK)
Hong Kong
$1.13M +$1.13M +33,560 New
IWM
224
IHT Wealth Management
Illinois
$1.1M -$96.3K -2,856 -8%
BSW
225
Buckingham Strategic Wealth
Missouri
$1.02M -$437K -12,970 -30%
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