FNDX icon

Schwab Fundamental US Large Company Index ETF

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
276
Appleton Partners
Massachusetts
$965K +$369K +15,594 +62%
CAL
277
Capital Analysts LLC
Pennsylvania
$949K -$257K -10,862 -21%
FTS
278
Fifth Third Securities
Ohio
$946K -$2.31M -97,667 -71%
MBI
279
May Barnhard Investments
Maryland
$932K +$442K +18,675 +90%
BFP
280
Beacon Financial Planning
Massachusetts
$929K +$8.31K +351 +0.9%
AOWM
281
Alpha Omega Wealth Management
Virginia
$927K +$74.6K +3,149 +9%
LFS
282
Legacy Financial Strategies
Kansas
$921K -$175K -7,395 -16%
HWM
283
HB Wealth Management
Georgia
$914K +$2.98K +126 +0.3%
EWA
284
EQ Wealth Advisors
Texas
$897K +$897K +37,895 New
SFG
285
Sage Financial Group
Pennsylvania
$868K -$7.18K -303 -0.8%
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$866K +$241K +10,168 +39%
PCMC
287
Private Capital Management (Colorado)
Colorado
$852K -$128K -5,424 -13%
NRI
288
NFP Retirement Inc
California
$852K +$121K +5,095 +16%
AC
289
Apella Capital
Connecticut
$848K +$900 +38 +0.1%
TAM
290
Townsend Asset Management
North Carolina
$839K -$7.55K -319 -0.9%
SFG
291
Sovereign Financial Group
Connecticut
$838K +$15.9K +672 +2%
CCA
292
Clarity Capital Advisors
Florida
$836K +$3.93K +166 +0.5%
WPC
293
Wedmont Private Capital
Pennsylvania
$835K +$23 +1 +0%
PA
294
Parallel Advisors
California
$833K -$6.54K -276 -0.8%
FCH
295
Freestone Capital Holdings
Washington
$806K +$192K +8,108 +31%
VBFG
296
Vishria Bird Financial Group
Tennessee
$797K
SPC
297
Sigma Planning Corp
Michigan
$785K +$96.1K +4,060 +14%
NJIM
298
Nabity-Jensen Investment Management
Nebraska
$784K +$156K +6,580 +25%
PCA
299
Prosperity Capital Advisors
Ohio
$781K +$100K +4,240 +15%
CIC
300
Carnegie Investment Counsel
Ohio
$781K +$74.8K +3,160 +11%