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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 %
RG
326
Retirement Group
California
$106K – – –
ADL
327
Asset Dedication LLC
California
$106K -$1.63K -87 -2%
TFGT
328
TS Financial Group (TSFG)
Illinois
$102K +$6.98K +375 +7%
FPF
329
First Pacific Financial
Washington
$94.1K +$448 +24 +0.5%
FFA
330
Farther Finance Advisors
California
$90K – – –
CSPIA
331
Cary Street Partners Investment Advisory
Virginia
$87.7K +$11.3K +606 +15%
AWM
332
Abound Wealth Management
Tennessee
$87.3K +$392 +21 +0.5%
HNB
333
Huntington National Bank
Ohio
$79.6K -$81.9K – –
GJIA
334
Glass Jacobson Investment Advisors
Maryland
$75K +$22.6K +1,212 +43%
Citigroup
335
Citigroup
New York
$74.9K +$12.5K +672 +20%
WWM
336
Wolff Wiese Magana
California
$69.1K – – –
SIC
337
SJS Investment Consulting
Ohio
$66.6K – – –
HIA
338
Harbor Investment Advisory
Maryland
$62.7K – – –
TFG
339
Team Financial Group
California
$54.2K +$54.2K +2,907 New
BFEC
340
Benjamin F. Edwards & Company
Missouri
$54K -$36.9K -1,989 -41%
BWL
341
Bogart Wealth LLC
Virginia
$51.2K – – –
MFA
342
McClarren Financial Advisors
Pennsylvania
$48K +$221 +12 +0.5%
JFA
343
JNBA Financial Advisors
Minnesota
$45.5K -$2.02K -108 -4%
Comerica Bank
344
Comerica Bank
Texas
$44.8K +$44.8K +2,400 New
GM
345
GeoWealth Management
Illinois
$42K -$710K -37,743 -94%
GWSA
346
Global Wealth Strategies & Associates
Colorado
$41.5K – – –
ME
347
McIlrath & Eck
Washington
$40.1K – – –
ACA
348
Aptus Capital Advisors
Alabama
$38.5K -$28.2K -1,512 -42%
CA
349
Clearstead Advisors
Ohio
$35.9K +$18K +963 +100%
PO
350
Private Ocean
California
$35.9K -$17.1K -918 -32%
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14
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