FNDX icon

Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
251
Strategic Wealth Partners
Ohio
$282K
MG
252
Mather Group
Illinois
$279K
HR
253
Howe & Rusling
New York
$276K -$18.7K -960 -6%
IWN
254
Independent Wealth Network
Iowa
$276K +$276K +14,157 New
PCMK
255
Paragon Capital Management (Kansas)
Kansas
$274K +$6.61K +339 +2%
LFG
256
Lockerman Financial Group
California
$273K +$273K +14,004 New
CA
257
CapWealth Advisors
Tennessee
$267K +$1.05K +54 +0.4%
S
258
SimplyRich
California
$264K
Cerity Partners
259
Cerity Partners
New York
$262K +$262K +13,416 New
DWM
260
Destination Wealth Management
California
$259K +$259K +13,272 New
RC
261
Randolph Company
Ohio
$257K -$6.74K -345 -3%
TYCC
262
Texas Yale Capital Corp
Florida
$257K
MSA
263
Marino Stram & Associates
Massachusetts
$255K +$468 +24 +0.2%
DFA
264
DHJJ Financial Advisors
Illinois
$255K +$2.17K +111 +0.9%
SWA
265
Strategies Wealth Advisors
Michigan
$253K +$27.8K +1,428 +12%
SIM
266
Studio Investment Management
Illinois
$251K +$5.39K +276 +2%
AIP
267
Ahrens Investment Partners
Louisiana
$242K -$62.7K -3,222 -21%
CCFM
268
Clear Creek Financial Management
Washington
$242K +$242K +12,417 New
DY
269
Dowling & Yahnke
California
$241K
Thrivent Financial for Lutherans
270
Thrivent Financial for Lutherans
Minnesota
$239K +$239K +12,243 New
E
271
ETFidea
New York
$238K +$4.97K +255 +2%
Bessemer Group
272
Bessemer Group
New Jersey
$238K
RIA
273
Regal Investment Advisors
Michigan
$238K +$238K +12,189 New
PA
274
Pinnacle Associates
New York
$237K
DC
275
Davenport & Co
Virginia
$236K -$120K -6,132 -34%