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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FLPIM
251
F.L. Putnam Investment Management
Massachusetts
$274K 5,130 +95 +2%
AC
252
Anson Capital
Georgia
$274K 5,129 +5,129 New
US Bancorp
253
US Bancorp
Minnesota
$270K 5,060 -18 -0.4%
SSC
254
Syverson Strege & Co
Iowa
$265K 4,957 -4,655 -48%
SPIA
255
Steward Partners Investment Advisory
New York
$258K 4,830 +194 +4%
MG
256
Mather Group
Illinois
$258K 4,829 – –
S
257
SimplyRich
California
$241K 4,520 – –
DAS
258
Dynamic Advisor Solutions
Arizona
$237K 4,441 +4,441 New
VCM
259
Vigilant Capital Management
Maine
$237K 4,436 +1,000 +29%
TYCC
260
Texas Yale Capital Corp
Florida
$235K 4,400 – –
MSA
261
Marino Stram & Associates
Massachusetts
$235K 4,396 +12 +0.3%
WF
262
Warner Financial
Maryland
$234K 4,378 +4,378 New
DFA
263
DHJJ Financial Advisors
Illinois
$233K 4,369 +4 +0.1%
FWI
264
Facet Wealth Inc
Maryland
$231K 4,093 +4,093 New
RF
265
Rollins Financial
Georgia
$230K 4,303 +4,303 New
SIM
266
Studio Investment Management
Illinois
$229K 4,283 +17 +0.4%
SFA
267
Sequoia Financial Advisors
Ohio
$228K 4,260 +4,260 New
MMA
268
Miracle Mile Advisors
California
$227K 4,243 +4,243 New
BHWM
269
Beaird Harris Wealth Management
Texas
$225K 4,212 +4,212 New
KIG
270
Kowal Investment Group
Wisconsin
$223K 4,172 -674 -14%
Thrivent Financial for Lutherans
271
Thrivent Financial for Lutherans
Minnesota
$218K 4,081 +4,081 New
Bessemer Group
272
Bessemer Group
New Jersey
$217K 4,068 – –
NEGWA
273
New England Guild Wealth Advisors
Connecticut
$216K 4,042 +4,042 New
AA
274
Aufman Associates
Pennsylvania
$215K 4,022 +4,022 New
KM
275
Kalos Management
Georgia
$212K 3,963 -172 -4%
9 10
11
12 13