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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

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.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
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
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
376
Burleson & Co
California
$2.99K 56 – –
ACA
377
Atlas Capital Advisors
Wyoming
$2.03K 38 – –
CPFP
378
Clear Perspectives Financial Planning
Ohio
$2.03K 38 +38 New
FWM
379
Focused Wealth Management
New York
$1.98K 37 – –
TWA
380
TCI Wealth Advisors
Arizona
$1.98K 37 – –
RCM
381
Raleigh Capital Management
North Carolina
$1.79K 33 – –
GWM
382
Geneos Wealth Management
Colorado
$1.44K 27 – –
WWM
383
Wagner Wealth Management
South Carolina
$1.34K 25 +20 +400%
TFA
384
Transamerica Financial Advisors
Florida
$1K 1 – –
GEA
385
Glen Eagle Advisors
New Jersey
$870 16 – –
FCAG
386
First Capital Advisors Group
New Jersey
$837 16 – –
CFFP
387
Center for Financial Planning
Michigan
$374 7 -120 -94%
Deutsche Bank
388
Deutsche Bank
Germany
$53 1 +1 New
PPW
389
Pasadena Private Wealth
California
– – -256,596 Closed
TNA
390
True North Advisors
Texas
– – -65,584 Closed
Citadel Advisors
391
Citadel Advisors
Florida
– – -59,049 Closed
SOS
392
Silver Oak Securities
Tennessee
– – -15,201 Closed
NFG
393
Nations Financial Group
Iowa
– – -11,890 Closed
BFA
394
Beaumont Financial Advisors
Massachusetts
– – -11,206 Closed
AP
395
Adero Partners
California
– – -6,764 Closed
SHGA
396
Sand Hill Global Advisors
California
– – -6,181 Closed
SWM
397
Stockman Wealth Management
Montana
– – -5,980 Closed
GAM
398
Garrison Asset Management
Arkansas
– – -5,329 Closed
BJL
399
Brighton Jones LLC
Washington
– – -5,237 Closed
TSS
400
Two Sigma Securities
New York
– – -5,070 Closed
13 14 15
16
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