FNDX icon

Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Shares
Change %
TW
251
Transform Wealth
Colorado
$291K +$291K +15,876 New
MCM
252
Mengis Capital Management
Oregon
$285K
HIP
253
HUB Investment Partners
Texas
$283K +$283K +15,435 New
US Bancorp
254
US Bancorp
Minnesota
$278K
AWM
255
Apollon Wealth Management
South Carolina
$272K +$272K +14,844 New
MG
256
Mather Group
Illinois
$265K
IA
257
IFP Advisors
Florida
$263K -$28.9K -2,298 -10%
RJT
258
Raymond James Trust
Florida
$260K +$260K +14,205 New
SIM
259
Studio Investment Management
Illinois
$260K +$24.7K +1,347 +10%
FCH
260
Freestone Capital Holdings
Washington
$259K +$42.6K +2,325 +20%
Citadel Advisors
261
Citadel Advisors
Florida
$255K +$255K +13,935 New
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$253K +$29.3K +1,605 +13%
CA
263
CapWealth Advisors
Tennessee
$252K -$83.8K -4,578 -25%
IWM
264
IHT Wealth Management
Illinois
$252K -$34K -1,857 -12%
SWA
265
Strategies Wealth Advisors
Michigan
$249K +$249K +13,614 New
CB
266
Commerce Bank
Missouri
$249K +$249K +13,611 New
S
267
SimplyRich
California
$248K
MSA
268
Marino Stram & Associates
Massachusetts
$242K +$549 +30 +0.2%
TYCC
269
Texas Yale Capital Corp
Florida
$242K
DFA
270
DHJJ Financial Advisors
Illinois
$240K +$165 +9 +0.1%
Vanguard Group
271
Vanguard Group
Pennsylvania
$238K +$238K +13,011 New
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$237K +$79.7K +4,368 +51%
AFG
273
Atomi Financial Group
New York
$226K +$226K +12,339 New
FWI
274
Facet Wealth Inc
Maryland
$224K -$989 -54 -0.4%
FFA
275
First Foundation Advisors
California
$223K +$14.6K +795 +7%