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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 %
RIL
376
Rothschild Investment LLC
Illinois
$157K +$157K +7,584 New
SSB
377
Sandy Spring Bank
Maryland
$153K – – –
NCM
378
Northwest Capital Management
Oregon
$149K – – –
Qube Research & Technologies (QRT)
379
Qube Research & Technologies (QRT)
United Kingdom
$149K +$15.2K +735 +11%
AF
380
Allworth Financial
California
$132K +$8.67K +420 +7%
BTI
381
Blue Trust Inc
Georgia
$124K +$124K +6,624 New
CJ
382
Caitlin John
Michigan
$123K +$123K +5,961 New
FRA
383
Front Row Advisors
California
$119K – – –
RG
384
Retirement Group
California
$118K – – –
GGI
385
Godsey & Gibb Inc
Virginia
$114K -$36.9K -1,785 -24%
LC
386
Lindbrook Capital
California
$113K -$100K -4,845 -47%
ADL
387
Asset Dedication LLC
California
$108K -$9.18K -444 -8%
FPF
388
First Pacific Financial
Washington
$105K +$557 +27 +0.5%
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$93.4K -$43.4K -2,100 -32%
GJIA
390
Glass Jacobson Investment Advisors
Maryland
$93.4K +$10.4K +504 +13%
HNB
391
Huntington National Bank
Ohio
$88.1K -$79.6K – –
CA
392
Crewe Advisors
Utah
$88K +$88K +4,260 New
Citigroup
393
Citigroup
New York
$82.9K +$62 +3 +0.1%
FHA
394
First Horizon Advisors
Tennessee
$81.3K +$81.3K +3,936 New
AT
395
Arlington Trust
Alabama
$80.2K +$80.2K +3,885 New
KWAG
396
Kiely Wealth Advisory Group
North Carolina
$76.3K +$76.3K +3,642 New
SIC
397
SJS Investment Consulting
Ohio
$73.7K – – –
FFA
398
Farther Finance Advisors
California
$73.5K -$26.1K -1,263 -26%
HIA
399
Harbor Investment Advisory
Maryland
$69.4K – – –
AP
400
Aspect Partners
Virginia
$62.1K +$62.1K +3,006 New
14 15
16
17 18