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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+60
Holders Change %
+19.87%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.56%
New
89
Increased
136
Reduced
79
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$368M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$188M
3
CSIA
3
Charles Schwab Investment Advisory
California
$5.3B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$126M
5
NB
5
Northwest Bancshares
Pennsylvania
$46.6M

Top Sellers

1
CST
1
Charles Schwab Trust
Nevada
$4.24M
2
Truist Financial
2
Truist Financial
North Carolina
$664K
3
OFG
3
Oxford Financial Group
Indiana
$31.5M
4
FC
4
FCA Corp
Texas
$3.14M
5
SL
5
Systelligence LLC
Minnesota
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
251
Strategies Wealth Advisors
Michigan
$226K +$226K +11,550 New
DAS
252
Dynamic Advisor Solutions
Arizona
$224K +$224K +11,478 New
Thrivent Financial for Lutherans
253
Thrivent Financial for Lutherans
Minnesota
$223K -$220K – –
LSA
254
Lion Street Advisors
Texas
$223K +$223K +11,430 New
SFG
255
SNS Financial Group
Minnesota
$222K – – –
TSS
256
Two Sigma Securities
New York
$218K +$218K +11,139 New
AAS
257
Avantax Advisory Services
Texas
$217K +$217K +11,091 New
EAM
258
Empirical Asset Management
Massachusetts
$214K +$214K +10,941 New
IFA
259
Index Fund Advisors
California
$212K +$212K +10,842 New
MWA
260
Meridian Wealth Advisors
Texas
$208K +$208K +10,650 New
LC
261
Lindbrook Capital
California
$189K – – –
GWM
262
Geneos Wealth Management
Colorado
$158K – – –
HNWAG
263
High Net Worth Advisory Group
Florida
$153K +$153K +7,830 New
FFA
264
Freedman Financial Associates
Massachusetts
$139K – – –
SPIA
265
Steward Partners Investment Advisory
New York
$127K -$702 -36 -0.5%
Rockefeller Capital Management
266
Rockefeller Capital Management
New York
$120K +$18K +921 +18%
FRA
267
Front Row Advisors
California
$113K – – –
KFS
268
Kelly Financial Services
Massachusetts
$111K +$110K +5,646 +9,905%
TAM
269
Townsend Asset Management
North Carolina
$110K +$471 +24 +0.4%
BAM
270
Bellevue Asset Management
Washington
$108K -$2.99K -153 -3%
PA
271
Parallel Advisors
California
$106K -$349K -17,772 -77%
CAAS
272
Capital Asset Advisory Services
Michigan
$102K +$97.3K +5,001 +2,084%
CF
273
Centaurus Financial
California
$101K +$101K +5,160 New
AWM
274
Abound Wealth Management
Tennessee
$89.3K +$89.3K +4,572 New
MAM
275
McCarthy Asset Management
California
$88K +$467 +24 +0.5%
9 10
11
12 13