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Schwab Fundamental US Large Company Index ETF
FNDX

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

24% more capital invested

Capital invested by funds: $7.03B → $8.7B (+$1.67B)

18% more funds holding in top 10

Funds holding in top 10: 39 → 46 (+7)

10% more funds holding

Funds holding: 354 → 388 (+34)

2.38% less ownership

Funds ownership: 246.11% → 243.73% (-2.4%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$52M
2
PAG
Private Advisor Group
New Jersey
+$32.5M
3
RWM
Reston Wealth Management
Virginia
+$22.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21.9M
5
NB
Northwest Bancshares
Pennsylvania
+$21.8M

Top Sellers

1
WTA
Washington Trust Advisors
Massachusetts
-$39.3M
2
PPW
Pasadena Private Wealth
California
-$12.3M
3
CW
Connectus Wealth
Ohio
-$9.82M
4
ML
McAdam LLC
Pennsylvania
-$9.19M
5
Morgan Stanley
Morgan Stanley
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
351
GeoWealth Management
Illinois
$9K -$360K -20,319 -98%
EWM
352
Endurance Wealth Management
Rhode Island
$9K +$9.13K +516 New
TF
353
TimeScale Financial
Massachusetts
$8.45K – – –
CIAS
354
Capital Investment Advisory Services
North Carolina
$8.1K – – –
ACA
355
Aptus Capital Advisors
Alabama
$8.02K – – –
GWANC
356
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.02K – – –
AssetMark Inc
357
AssetMark Inc
California
$7.64K +$7.59K +429 New
TCWA
358
Ten Capital Wealth Advisors
Washington
$6.95K – – –
BWM
359
BerganKDV Wealth Management
Minnesota
$6.31K +$6.26K +354 New
Citigroup
360
Citigroup
New York
$6.2K +$425 +24 +7%
HCM
361
Hollencrest Capital Management
California
$5.08K +$5.04K +285 New
FCAS
362
First Command Advisory Services
Texas
$5K +$16.5K +933 New
AAP
363
Arax Advisory Partners
Colorado
$4.97K +$4.94K +279 New
TCA
364
Trifecta Capital Advisors
Illinois
$4.97K +$4.94K +279 New
NC
365
NewSquare Capital
Pennsylvania
$4.92K +$4.88K +276 New
DAM
366
Delta Asset Management
Tennessee
$4.81K +$4.78K +270 New
CFGS
367
Concourse Financial Group Securities
Alabama
$4.76K +$4.72K +267 New
GI
368
Gradient Investments
Minnesota
$4.33K +$4.3K +243 New
PIMG
369
Patriot Investment Management Group
Tennessee
$3.86K +$3.61K +204 New
SWA
370
SOA Wealth Advisors
New York
$3.85K – – –
TIM
371
Tortoise Investment Management
New York
$3.79K – – –
CSWM
372
Cassady Schiller Wealth Management
Ohio
$3.79K +$3.77K +213 New
CWP
373
Concord Wealth Partners
Virginia
$3.64K +$3.61K +204 New
WOSD
374
WFA of San Diego
California
$3.05K +$3.03K +171 New
KA
375
Kozak & Associates
Colorado
$3K – – –
13 14
15
16 17

FNDX Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.7B — up 24% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.

  • 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
  • Funds reported $8.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2022.