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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
226
Sabal Trust
Florida
$501K -$78.4K -4,203 -14%
AC
227
AlphaCore Capital
California
$500K +$394K +21,144 +374%
EAM
228
Evanson Asset Management
California
$495K +$2.07K +111 +0.4%
BIG
229
Builder Investment Group
Georgia
$493K – – –
WA
230
WESPAC Advisors
California
$485K +$784 +42 +0.2%
HI
231
Harbour Investments
Wisconsin
$480K +$93.7K +5,022 +24%
AWS
232
Atria Wealth Solutions
New York
$469K +$50.4K +2,700 +12%
AAS
233
Ameritas Advisory Services
Nebraska
$467K +$467K +25,032 New
SF
234
Synovus Financial
Georgia
$458K +$458K +24,534 New
ECM
235
Evergreen Capital Management
Washington
$449K +$449K +24,069 New
WFA
236
Wellspring Financial Advisors
Ohio
$447K +$2.18K +117 +0.5%
VCM
237
Vivaldi Capital Management
Illinois
$440K -$23.2K -1,245 -5%
NA
238
NewEdge Advisors
Louisiana
$433K +$415K +22,230 +2,287%
JIC
239
Johnson Investment Counsel
Ohio
$428K -$166K -8,919 -28%
CW
240
CreativeOne Wealth
Kansas
$418K +$23K +1,230 +6%
E
241
ETFidea
New York
$415K +$415K +22,245 New
MCM
242
MAI Capital Management
Ohio
$415K -$43K -2,304 -9%
BCM
243
Brookstone Capital Management
Illinois
$414K +$64.2K +3,471 +18%
TRCT
244
Tower Research Capital (TRC)
New York
$407K -$768K -41,169 -65%
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$399K -$11.7K -627 -3%
CPIG
246
Chicago Partners Investment Group
Illinois
$398K +$10.2K +561 +3%
PA
247
Parallel Advisors
California
$398K -$11.6K -621 -3%
IWM
248
IHT Wealth Management
Illinois
$397K +$62.6K +3,354 +19%
IA
249
IFP Advisors
Florida
$390K – – –
CWC
250
Carolinas Wealth Consulting
North Carolina
$388K -$14.9K -822 -4%
8 9
10
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