FNDX icon

Schwab Fundamental US Large Company Index ETF

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
Net Calls
+$265K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
226
FinTrust Capital Advisors
South Carolina
$449K
AWS
227
Atria Wealth Solutions
New York
$431K +$4.2K +219 +1%
YIH
228
Y-Intercept (HK)
Hong Kong
$429K +$429K +22,338 New
CWC
229
Carolinas Wealth Consulting
North Carolina
$425K -$29.5K -1,536 -6%
Koshinski Asset Management
230
Koshinski Asset Management
Illinois
$423K +$58.4K +3,042 +16%
AOWM
231
Alpha Omega Wealth Management
Virginia
$422K +$23.4K +1,221 +6%
PA
232
Parallel Advisors
California
$421K +$58 +3 +0%
ZIMP
233
Zimmermann Investment Management & Planning
Pennsylvania
$420K +$79.5K +4,143 +23%
CPIG
234
Chicago Partners Investment Group
Illinois
$420K +$64.9K +3,300 +18%
FTS
235
Fifth Third Securities
Ohio
$408K +$408K +21,279 New
CW
236
CreativeOne Wealth
Kansas
$406K -$3.86K -201 -0.9%
FTUS
237
Flow Traders U.S.
New York
$406K +$406K +21,144 New
IA
238
IFP Advisors
Florida
$401K -$288 -15 -0.1%
Northern Trust
239
Northern Trust
Illinois
$400K +$9.27K +483 +2%
WG
240
Welch Group
Alabama
$399K
HI
241
Harbour Investments
Wisconsin
$398K -$39K -2,034 -9%
NDSI
242
Newman Dignan & Sheerar Inc
Rhode Island
$379K +$1.96K +102 +0.5%
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$377K +$10.4K +543 +3%
SIMG
244
Sonora Investment Management Group
Arizona
$363K +$46.1K +2,403 +15%
BCM
245
Brookstone Capital Management
Illinois
$359K +$359K +18,897 New
PWM
246
Prosperity Wealth Management
California
$357K -$527K -27,471 -60%
UCFA
247
United Capital Financial Advisors
Texas
$357K -$982K -51,159 -73%
Fisher Asset Management
248
Fisher Asset Management
Washington
$351K +$351K +18,276 New
WP
249
WealthPLAN Partners
Nebraska
$351K +$41.6K +2,166 +13%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$348K +$6.1K +318 +2%