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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
+$36M
2
CPG
Cornerstone Planning Group
New Jersey
+$31.3M
3
Charles Schwab
Charles Schwab
California
+$22.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$22.5M
5
AWM
Allen Wealth Management
North Carolina
+$22.4M

Top Sellers

1
PA
Prism Advisors
California
-$12.1M
2
CFA
Cahill Financial Advisors
Minnesota
-$4.22M
3
NB
Northwest Bancshares
Pennsylvania
-$1.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.42M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$1.23M +$295K +12,318 +31%
BCI
227
Brinker Capital Investments
Pennsylvania
$1.23M +$295K +12,318 +31%
KIA
228
KCM Investment Advisors
California
$1.23M +$29.1K +1,215 +2%
WFA
229
Wade Financial Advisory
California
$1.23M – – –
CAL
230
Capital Analysts LLC
Pennsylvania
$1.22M +$670K +28,017 +122%
NFG
231
Nations Financial Group
Iowa
$1.21M +$47.9K +2,004 +4%
MCM
232
MidAtlantic Capital Management
Virginia
$1.19M +$35.4K +1,479 +3%
IA
233
IFP Advisors
Florida
$1.19M +$461K +19,284 +64%
CA
234
Capital Advantage
California
$1.17M +$1.17M +49,047 New
FVWA
235
Foster Victor Wealth Advisors
South Carolina
$1.17M -$107K -4,464 -8%
Lido Advisors
236
Lido Advisors
California
$1.15M +$1.15M +48,126 New
S
237
SignatureFD
Georgia
$1.15M +$46.5K +1,944 +4%
NCM
238
Next Capital Management
New York
$1.14M +$620K +25,926 +120%
Vanguard Group
239
Vanguard Group
Pennsylvania
$1.13M +$31.7K +1,326 +3%
CPIG
240
Chicago Partners Investment Group
Illinois
$1.12M +$740K +92,700 +193%
CWM
241
Cedar Wealth Management
California
$1.12M +$459K +19,173 +70%
LFS
242
Legacy Financial Strategies
Kansas
$1.11M +$126K +5,265 +13%
CPRC
243
Consolidated Portfolio Review Corp
New York
$1.08M +$21K +879 +2%
CA
244
CoreCap Advisors
Michigan
$1.07M +$1.07M +44,823 New
YIH
245
Y-Intercept (HK)
Hong Kong
$1.04M +$1.04M +43,653 New
AC
246
Avestar Capital
New York
$1.04M – – –
AAS
247
Ameritas Advisory Services
Nebraska
$1.01M -$286K -11,967 -22%
PCMC
248
Private Capital Management (Colorado)
Colorado
$991K +$11.6K +486 +1%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$948K -$789 -33 -0.1%
SA
250
Sanctuary Advisors
Indiana
$946K +$946K +114,351 New
8 9
10
11 12