FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$128M
2
CSIA
Charles Schwab Investment Advisory
California
+$70.1M
3
Morgan Stanley
Morgan Stanley
New York
+$62.8M
4
CAN
Cetera Advisor Networks
California
+$27.4M
5
KCPG
Kavar Capital Partners Group
Kansas
+$25.2M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
-$5.72M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.06M
3
MWM
Meridian Wealth Management
Kentucky
-$2.47M
4
GVAG
Great Valley Advisor Group
Delaware
-$2.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
276
Sigma Planning Corp
Michigan
$454K -$770K -37,296 -63%
QCM
277
QRG Capital Management
Illinois
$452K +$112K +5,445 +33%
CW
278
CreativeOne Wealth
Kansas
$446K -$16.2K -783 -3%
WP
279
WealthPLAN Partners
Nebraska
$442K +$27.7K +1,344 +7%
CWC
280
Carolinas Wealth Consulting
North Carolina
$441K – – –
PA
281
Parallel Advisors
California
$440K +$124 +6 +0%
SFG
282
Sovereign Financial Group
Connecticut
$434K +$434K +21,036 New
FCA
283
FinTrust Capital Advisors
South Carolina
$411K – – –
NDSI
284
Newman Dignan & Sheerar Inc
Rhode Island
$411K +$33.3K +1,611 +9%
Northern Trust
285
Northern Trust
Illinois
$410K – – –
William Blair & Company
286
William Blair & Company
Illinois
$406K +$35.2K +1,704 +9%
YIH
287
Y-Intercept (HK)
Hong Kong
$406K +$406K +19,641 New
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$404K +$49.5K +2,397 +14%
WG
289
Welch Group
Alabama
$403K – – –
CIA
290
Capital Investment Advisors
Georgia
$402K +$130K +6,297 +48%
PP
291
Patten & Patten
Tennessee
$401K +$76.1K +3,684 +23%
CFD
292
Creative Financial Designs
Indiana
$390K +$3.96K +192 +1%
Betterment LLC
293
Betterment LLC
New York
$382K -$7.55K -366 -2%
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$377K -$12.3K -594 -3%
BCM
295
Brookstone Capital Management
Illinois
$375K -$87.3K -4,227 -19%
MFC
296
Morris Financial Concepts
South Carolina
$373K -$557 -27 -0.1%
WWM
297
Western Wealth Management
Colorado
$365K +$34.3K +1,659 +10%
FLPIM
298
F.L. Putnam Investment Management
Massachusetts
$362K -$1.18K -57 -0.3%
LI
299
Lafayette Investments
Maryland
$357K +$2.42K +117 +0.7%
SIM
300
Studio Investment Management
Illinois
$354K +$21.7K +1,050 +7%
10 11
12
13 14