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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
$174M
2
CSIA
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
Morgan Stanley
New York
$123M
4
CAN
Cetera Advisor Networks
California
$30.5M
5
KCPG
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$38.5M
3
MWM
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSR
326
Main Street Research
Connecticut
$283K +$283K +13,728 New
FTUS
327
Flow Traders U.S.
New York
$283K +$283K +13,698 New
S
328
SimplyRich
California
$280K +$280K +13,560 New
CIC
329
Carnegie Investment Counsel
Ohio
$277K +$277K +13,446 New
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$276K -$8.55K -414 -3%
MSA
331
Marino Stram & Associates
Massachusetts
$275K +$681 +33 +0.2%
TYCC
332
Texas Yale Capital Corp
Florida
$273K – – –
CA
333
Clearstead Advisors
Ohio
$270K +$230K +11,145 +579%
LGWM
334
Litman Gregory Wealth Management
California
$268K +$6.19K +300 +2%
OC
335
Oarsman Capital
Wisconsin
$262K +$262K +12,675 New
HKIMG
336
Hutchens & Kramer Investment Management Group
Indiana
$259K +$259K +12,528 New
CAM
337
Clark Asset Management
New Hampshire
$255K +$255K +12,366 New
CWM
338
Connecticut Wealth Management
Connecticut
$254K +$929 +45 +0.4%
Thrivent Financial for Lutherans
339
Thrivent Financial for Lutherans
Minnesota
$253K – – –
IA
340
IFG Advisory
Georgia
$253K +$253K +12,243 New
IFA
341
Index Fund Advisors
California
$252K +$186 +9 +0.1%
AC
342
Anson Capital
Georgia
$248K -$4.58K -222 -2%
SWM
343
Sugarloaf Wealth Management
Georgia
$248K +$1.3K +63 +0.5%
WCFA
344
Walkner Condon Financial Advisors
Wisconsin
$248K +$248K +11,994 New
FWCM
345
Ferguson Wellman Capital Management
Oregon
$247K +$247K +11,982 New
AC
346
AlphaCore Capital
California
$247K -$307K -14,850 -55%
FWI
347
Facet Wealth Inc
Maryland
$246K -$11.8K -561 -5%
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
$245K -$197K -9,543 -45%
Fisher Asset Management
349
Fisher Asset Management
Washington
$244K -$149K -7,224 -38%
AA
350
Aufman Associates
Pennsylvania
$239K +$1.3K +63 +0.5%
12 13
14
15 16