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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
226
MAI Capital Management
Ohio
$357K 6,679 -81 -1%
GVAG
227
Great Valley Advisor Group
Delaware
$355K 6,637 -134 -2%
LWAC
228
Laurel Wealth Advisors (California)
California
$351K 6,564 +28 +0.4%
CPIG
229
Chicago Partners Investment Group
Illinois
$344K 6,014 +1,937 +48%
HR
230
Howe & Rusling
New York
$344K 6,441 +1,345 +26%
MFC
231
Morris Financial Concepts
South Carolina
$340K 6,366 +1,595 +33%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$340K 6,359 +141 +2%
CA
233
Cetera Advisors
Colorado
$330K 6,171 +6,171 New
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$329K 6,159 +1,009 +20%
CA
235
CapWealth Advisors
Tennessee
$327K 6,123 +1,526 +33%
BPA
236
Beacon Pointe Advisors
California
$322K 6,020 -50 -0.8%
ICG
237
InterOcean Capital Group
Tennessee
$321K 6,003 +225 +4%
ZIMP
238
Zimmermann Investment Management & Planning
Pennsylvania
$317K 5,934 -282 -5%
HWM
239
HB Wealth Management
Georgia
$316K 5,922 +167 +3%
LI
240
Lafayette Investments
Maryland
$313K 5,852 – –
William Blair & Company
241
William Blair & Company
Illinois
$309K 5,774 +127 +2%
ACA
242
Ackerman Capital Advisors
Texas
$306K 5,720 – –
WIM
243
WealthPlan Investment Management
Nebraska
$306K 5,350 +703 +15%
WP
244
WealthPLAN Partners
Nebraska
$305K 5,350 +5,350 New
IA
245
IFP Advisors
Florida
$292K 7,740 -50,468 -87%
SWP
246
Strategic Wealth Partners
Ohio
$285K 5,325 – –
BEAM
247
Baker Ellis Asset Management
Washington
$283K 5,300 – –
IWM
248
IHT Wealth Management
Illinois
$278K 5,207 -27 -0.5%
MCM
249
Mengis Capital Management
Oregon
$277K 5,185 +70 +1%
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
$275K 5,145 +5,145 New
8 9
10
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