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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 %
FCH
301
Freestone Capital Holdings
Washington
$354K +$37.3K +1,806 +12%
AAS
302
Ameritas Advisory Services
Nebraska
$349K -$171K -8,208 -33%
TFA
303
Tobias Financial Advisors
Florida
$348K – – –
HWM
304
HB Wealth Management
Georgia
$347K -$30K -1,455 -8%
PCIA
305
Prime Capital Investment Advisors
Kansas
$346K +$53.5K +2,589 +18%
JFG
306
JMG Financial Group
Illinois
$345K +$345K +16,686 New
RJT
307
Raymond James Trust
Florida
$339K – – –
HR
308
Howe & Rusling
New York
$333K -$27.7K -1,344 -8%
MG
309
Mather Group
Illinois
$326K -$3.22K -156 -1%
Members Trust
310
Members Trust
Florida
$326K +$326K +15,753 New
SIMG
311
Sonora Investment Management Group
Arizona
$320K -$57K -2,760 -15%
BPA
312
Beacon Pointe Advisors
California
$317K -$305K -14,763 -49%
ACA
313
Ackerman Capital Advisors
Texas
$310K -$44K -2,133 -12%
PCA
314
Prosperity Capital Advisors
Ohio
$306K +$306K +14,829 New
MCM
315
Mengis Capital Management
Oregon
$303K -$9.29K -450 -3%
MWM
316
Modera Wealth Management
New Jersey
$299K – – –
CAG
317
Csenge Advisory Group
Florida
$299K +$299K +14,469 New
IA
318
IFP Advisors
Florida
$298K -$134K -6,492 -31%
DAS
319
Dynamic Advisor Solutions
Arizona
$297K +$59.2K +2,889 +25%
EAM
320
Empirical Asset Management
Massachusetts
$294K -$805 -39 -0.3%
KIG
321
Kowal Investment Group
Wisconsin
$290K +$290K +14,061 New
AWM
322
Abound Wealth Management
Tennessee
$290K +$194K +9,381 +201%
BB
323
Burford Brothers
Texas
$288K +$288K +13,971 New
RIA
324
Regal Investment Advisors
Michigan
$288K +$288K +13,962 New
CA
325
CapWealth Advisors
Tennessee
$285K – – –
11 12
13
14 15