FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
+$36M
2
CPG
Cornerstone Planning Group
New Jersey
+$31.3M
3
Charles Schwab
Charles Schwab
California
+$22.8M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$22.5M
5
AWM
Allen Wealth Management
North Carolina
+$22.4M

Top Sellers

1
PA
Prism Advisors
California
-$12.1M
2
CFA
Cahill Financial Advisors
Minnesota
-$4.22M
3
NB
Northwest Bancshares
Pennsylvania
-$1.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.42M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFP
251
Beacon Financial Planning
Massachusetts
$930K +$471K +19,674 +102%
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$928K -$8.66K -363 -0.9%
WEG
253
World Equity Group
Illinois
$924K -$756K -31,626 -45%
HWM
254
HB Wealth Management
Georgia
$920K +$265K +11,079 +40%
SFG
255
Sage Financial Group
Pennsylvania
$885K +$2.3K +96 +0.3%
MA
256
Mezzasalma Advisors
New Jersey
$878K +$129K +5,400 +17%
AOWM
257
Alpha Omega Wealth Management
Virginia
$861K +$101K +4,215 +13%
TAM
258
Townsend Asset Management
North Carolina
$855K +$1.65K +69 +0.2%
AC
259
Apella Capital
Connecticut
$851K -$30K -1,263 -3%
PA
260
Parallel Advisors
California
$848K +$338K +14,127 +66%
WPC
261
Wedmont Private Capital
Pennsylvania
$843K – – –
CCA
262
Clarity Capital Advisors
Florida
$841K +$7.46K +312 +0.9%
IAN
263
Integrated Advisors Network
Texas
$839K +$74.6K +3,120 +10%
SFG
264
Sovereign Financial Group
Connecticut
$830K +$80.4K +3,360 +11%
VBFG
265
Vishria Bird Financial Group
Tennessee
$805K +$805K +33,648 New
CCM
266
Chilton Capital Management
Texas
$789K -$7.32K -306 -0.9%
ECM
267
Evergreen Capital Management
Washington
$771K – – –
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$761K – – –
CW
269
Channel Wealth
California
$740K +$215 +9 +0%
NRI
270
NFP Retirement Inc
California
$739K +$85.8K +3,588 +13%
Stifel Financial
271
Stifel Financial
Missouri
$737K +$203K +8,502 +38%
LFG
272
Larson Financial Group
Missouri
$733K -$34K -1,422 -4%
SPIA
273
Steward Partners Investment Advisory
New York
$723K -$4.45K -186 -0.6%
DWM
274
Dechtman Wealth Management
Colorado
$714K -$7.03K -294 -1%
CIC
275
Carnegie Investment Counsel
Ohio
$713K +$37.7K +1,578 +6%
9 10
11
12 13