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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
CSIA
1
Charles Schwab Investment Advisory
California
$4.1B +$70.6M +2,175,964 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$421M +$86M +2,652,178 +25%
RFC
3
Regions Financial Corp
Alabama
$297M +$68.7M +2,116,576 +29%
AOI
4
Auto-Owners Insurance
Michigan
$265M
Wells Fargo
5
Wells Fargo
California
$202M +$13.9M +428,481 +7%
Victory Capital Management
6
Victory Capital Management
Texas
$183M
Morgan Stanley
7
Morgan Stanley
New York
$172M -$2.17M -66,997 -1%
Bank of America
8
Bank of America
North Carolina
$152M -$1.33M -41,032 -0.8%
SFA
9
Sequoia Financial Advisors
Ohio
$127M +$1.12M +34,569 +0.9%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$115M +$6.97M +214,994 +6%
Ameriprise
11
Ameriprise
Minnesota
$113M +$8.6M +265,055 +8%
Corient Private Wealth
12
Corient Private Wealth
Florida
$111M +$2.25M +69,214 +2%
FM
13
Foster & Motley
Ohio
$68.3M +$1.8M +55,342 +3%
CC
14
Callan Capital
California
$60.6M +$6.78M +209,117 +12%
AA
15
ALPS Advisors
Colorado
$59.7M -$795K -24,520 -1%
BCI
16
Brinker Capital Investments
Pennsylvania
$49.6M -$47.8M -1,472,144 -48%
OPS
17
Orion Portfolio Solutions
Nebraska
$49.6M -$47.8M -1,472,144 -48%
PWS
18
Paragon Wealth Strategies
Florida
$40.5M +$8.23M +253,865 +25%
UBS Group
19
UBS Group
Switzerland
$40.4M -$767K -23,651 -2%
JFA
20
JNBA Financial Advisors
Minnesota
$37.6M +$2.8M +86,433 +8%
TC
21
Trust Company
Kansas
$33.9M +$394K +12,142 +1%
LPL Financial
22
LPL Financial
California
$32.8M +$3.91M +120,499 +13%
SWA
23
Strata Wealth Advisors
Texas
$32.5M +$33.2M +1,025,035 New
MWA
24
MFA Wealth Advisors
Pennsylvania
$28.5M +$716K +22,078 +3%
EWA
25
Exencial Wealth Advisors
Oklahoma
$27.4M -$1.09M -33,512 -4%

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.