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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
251
WealthPLAN Partners
Nebraska
$375K +$33.9K +1,818 +10%
FCA
252
FinTrust Capital Advisors
South Carolina
$372K -$99K -5,307 -21%
Northern Trust
253
Northern Trust
Illinois
$370K -$18.7K -1,002 -5%
WG
254
Welch Group
Alabama
$364K -$23.6K -1,266 -6%
Fisher Asset Management
255
Fisher Asset Management
Washington
$356K +$14.6K +780 +4%
UCFA
256
United Capital Financial Advisors
Texas
$353K +$6.05K +324 +2%
US Bancorp
257
US Bancorp
Minnesota
$352K +$205K +11,013 +140%
Betterment LLC
258
Betterment LLC
New York
$352K +$352K +18,876 New
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$351K -$14.6K -786 -4%
CFD
260
Creative Financial Designs
Indiana
$349K +$28.8K +1,545 +9%
FPAS
261
Focus Partners Advisor Solutions
Missouri
$345K -$212K -11,364 -38%
NDSI
262
Newman Dignan & Sheerar Inc
Rhode Island
$341K -$26.9K -1,443 -7%
SIMG
263
Sonora Investment Management Group
Arizona
$341K -$12.6K -678 -4%
HWM
264
HB Wealth Management
Georgia
$340K +$7.39K +396 +2%
MFC
265
Morris Financial Concepts
South Carolina
$337K +$3.47K +186 +1%
William Blair & Company
266
William Blair & Company
Illinois
$335K +$162K +8,709 +94%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$328K -$151K -8,118 -32%
HR
268
Howe & Rusling
New York
$326K +$6.1K +327 +2%
LI
269
Lafayette Investments
Maryland
$320K – – –
ACA
270
Ackerman Capital Advisors
Texas
$320K – – –
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$320K -$18.4K -984 -5%
TFA
272
Tobias Financial Advisors
Florida
$314K – – –
AWA
273
Arete Wealth Advisors
Illinois
$314K -$3.1M -166,392 -91%
HIP
274
HUB Investment Partners
Texas
$308K +$19.8K +1,059 +7%
QCM
275
QRG Capital Management
Illinois
$307K +$307K +16,446 New
9 10
11
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