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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 %
RJT
276
Raymond James Trust
Florida
$306K -$840 -45 -0.3%
SIM
277
Studio Investment Management
Illinois
$301K -$3.58K -192 -1%
WWM
278
Western Wealth Management
Colorado
$299K +$299K +16,023 New
MG
279
Mather Group
Illinois
$298K +$27.5K +1,473 +10%
BEAM
280
Baker Ellis Asset Management
Washington
$297K – – –
PP
281
Patten & Patten
Tennessee
$293K +$293K +15,723 New
SPIA
282
Steward Partners Investment Advisory
New York
$293K -$3.3K -177 -1%
LFG
283
Larson Financial Group
Missouri
$286K +$121K +6,498 +73%
FCH
284
Freestone Capital Holdings
Washington
$286K +$27.5K +1,476 +11%
MCM
285
Mengis Capital Management
Oregon
$282K +$5.6K +300 +2%
Bank of New York Mellon
286
Bank of New York Mellon
New York
$277K +$56 +3 +0%
MWM
287
Modera Wealth Management
New Jersey
$271K -$31.2K -1,671 -10%
EAM
288
Empirical Asset Management
Massachusetts
$266K +$63.4K +3,399 +31%
PCIA
289
Prime Capital Investment Advisors
Kansas
$264K +$7.95K +426 +3%
CA
290
CapWealth Advisors
Tennessee
$257K – – –
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$257K -$17.8K -954 -6%
MSA
292
Marino Stram & Associates
Massachusetts
$248K +$616 +33 +0.2%
TYCC
293
Texas Yale Capital Corp
Florida
$246K – – –
CIA
294
Capital Investment Advisors
Georgia
$246K -$25.2K -1,353 -9%
AAS
295
Avantax Advisory Services
Texas
$241K -$430K -23,055 -64%
DWP
296
Daymark Wealth Partners
Ohio
$237K +$237K +12,702 New
LGWM
297
Litman Gregory Wealth Management
California
$236K – – –
DFA
298
DHJJ Financial Advisors
Illinois
$229K -$392 -21 -0.2%
AC
299
Anson Capital
Georgia
$228K – – –
CWM
300
Connecticut Wealth Management
Connecticut
$228K +$784 +42 +0.3%
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