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Schwab Fundamental International Large Company Index ETF

595 hedge funds and large institutions have $10B invested in Schwab Fundamental International Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 251 increasing their positions, 149 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 47

68% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 149

8% more funds holding

Funds holding: 551595 (+44)

1.46% more ownership

Funds ownership: 74.29%75.75% (+1.5%)

5% less capital invested

Capital invested by funds: $10.6B → $10B (-$514M)

11% less funds holding in top 10

Funds holding in top 10: 5751 (-6)

Holders
595
Holders Change
+44
Holders Change %
+7.99%
% of All Funds
7.84%
Holding in Top 10
51
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.53%
% of All Funds
0.67%
New
100
Increased
251
Reduced
149
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
1
Charles Schwab
California
$4.92B +$356M +10,073,915 +7%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$596M +$45.8M +1,297,835 +8%
RFC
3
Regions Financial Corp
Alabama
$372M +$13.6M +385,399 +4%
AOI
4
Auto-Owners Insurance
Michigan
$308M +$33.1M +937,000 +11%
Morgan Stanley
5
Morgan Stanley
New York
$207M +$9.45M +267,662 +4%
Wells Fargo
6
Wells Fargo
California
$203M -$7.07M -200,088 -3%
Bank of America
7
Bank of America
North Carolina
$195M +$7.97M +225,589 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$192M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$152M +$11M +310,471 +7%
Ameriprise
10
Ameriprise
Minnesota
$134M +$16.3M +461,318 +13%
Corient Private Wealth
11
Corient Private Wealth
Florida
$104M -$5.03M -142,376 -4%
FM
12
Foster & Motley
Ohio
$86.1M +$6.43M +182,083 +8%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$72.4M +$6.32M +179,072 +9%
CC
14
Callan Capital
California
$61.3M -$698K -19,755 -1%
AA
15
ALPS Advisors
Colorado
$52.5M -$3.81M -107,931 -6%
LPL Financial
16
LPL Financial
California
$52M +$11.6M +328,540 +27%
BCI
17
Brinker Capital Investments
Pennsylvania
$49.9M -$174K -4,936 -0.3%
OPS
18
Orion Portfolio Solutions
Nebraska
$49.9M -$174K -4,936 -0.3%
SWA
19
Strata Wealth Advisors
Texas
$48.8M +$3.01M +85,288 +6%
SFA
20
Sequoia Financial Advisors
Ohio
$48.2M +$2.15M +61,000 +4%
UBS Group
21
UBS Group
Switzerland
$46.4M -$2.14M -60,536 -4%
CA
22
Capital Advantage
California
$45M -$2.56M -72,374 -5%
SG
23
StoneX Group
New York
$42M +$44.7M +1,264,663 New
TC
24
Trust Company
Kansas
$40.4M +$3.13M +88,541 +8%
OMC
25
Old Mission Capital
Illinois
$36.2M +$28.9M +817,289 +301%

FNDF Hedge Fund Activity: Q4 2024 in Review

595 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental International Large Company Index ETF (FNDF) for Q4 2024, worth a combined $10B — down 4.9% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new FNDF positions and 47 closed out — a net gain of 53 holders — while 251 added to existing stakes and 149 trimmed.

The largest buyer was Charles Schwab, adding an estimated $356M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $18M sold.

  • 595 institutional investors held Schwab Fundamental International Large Company Index ETF (FNDF) as of Q4 2024, up from 551 in Q3 2024.
  • Funds reported $10B of Schwab Fundamental International Large Company Index ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 100 funds opened new Schwab Fundamental International Large Company Index ETF positions in Q4 2024 and 47 closed out, a net change of +53 holders.
  • The largest Schwab Fundamental International Large Company Index ETF buyer in Q4 2024 was Charles Schwab, an estimated $356M added.
  • The largest Schwab Fundamental International Large Company Index ETF seller in Q4 2024 was Dynamic Advisor Solutions, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2024.