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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 %
FCH
276
Freestone Capital Holdings
Washington
$211K 3,949 -4,878 -55%
LGWM
277
Litman Gregory Wealth Management
California
$209K 3,916 -1,691 -30%
PCA
278
Personal Capital Advisors
California
$203K 3,806 +3,806 New
FFA
279
First Foundation Advisors
California
$203K 3,797 -1,509 -28%
PMFA
280
Plante Moran Financial Advisors
Michigan
$199K 3,728 +1,698 +84%
LC
281
Lindbrook Capital
California
$184K 3,436 – –
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$178K 3,325 +1,380 +71%
MA
283
MCF Advisors
Kentucky
$161K 3,022 +154 +5%
SIC
284
SJS Investment Consulting
Ohio
$161K 3,017 -2,223 -42%
Carson Wealth (CWM LLC)
285
Carson Wealth (CWM LLC)
Nebraska
$161K 3,010 +1,401 +87%
CFD
286
Creative Financial Designs
Indiana
$154K 2,881 +1,069 +59%
FWP
287
FAS Wealth Partners
Kansas
$153K 2,865 +15 +0.5%
Rockefeller Capital Management
288
Rockefeller Capital Management
New York
$153K 2,872 +1,401 +95%
BWL
289
Bogart Wealth LLC
Virginia
$142K 2,659 -238 -8%
HNWAG
290
High Net Worth Advisory Group
Florida
$139K 2,610 – –
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$118K 2,210 +905 +69%
JPMorgan Chase & Co
292
JPMorgan Chase & Co
New York
$114K 2,130 +1,145 +116%
FRA
293
Front Row Advisors
California
$103K 1,921 – –
AC
294
AlphaCore Capital
California
$99.1K 1,854 – –
TFGT
295
TS Financial Group (TSFG)
Illinois
$90K 1,693 +6 +0.4%
EI
296
Ellevest Inc
New York
$86.7K 1,622 +1,622 New
AWM
297
Abound Wealth Management
Tennessee
$82.2K 1,539 +7 +0.5%
FFA
298
Farther Finance Advisors
California
$81.4K 1,523 +1,523 New
AF
299
Allworth Financial
California
$79K 1,478 +852 +136%
HNB
300
Huntington National Bank
Ohio
– – – –
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