FNDX icon

Schwab Fundamental US Large Company Index ETF

357 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-39
Holders Change %
-9.85%
% of All Funds
6.04%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.64%
New
35
Increased
143
Reduced
115
Closed
70
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
401
Carnegie Investment Counsel
Ohio
-$204K -10,485 Closed
FFA
402
Freedman Financial Associates
Massachusetts
-$140K -7,134 Closed
GGI
403
Godsey & Gibb Inc
Virginia
-$105K -5,373 Closed
CF
404
Centaurus Financial
California
-$101K -5,160 Closed
MAM
405
McCarthy Asset Management
California
-$88K -4,539 Closed
ADL
406
Asset Dedication LLC
California
-$65K -3,351 Closed
Koshinski Asset Management
407
Koshinski Asset Management
Illinois
-$51.2K -2,625 Closed
LSA
408
Lansing Street Advisors
Pennsylvania
-$51K -2,595 Closed
MFA
409
McClarren Financial Advisors
Pennsylvania
-$49K -2,517 Closed
RP
410
Rice Partnership
Hawaii
-$27K -1,359 Closed
MA
411
MUFG Americas
New York
-$25K -1,275 Closed
CFGS
412
Concourse Financial Group Securities
Alabama
-$24K -1,224 Closed
HWMA
413
Heritage Wealth Management (Arizona)
Arizona
-$24K -1,215 Closed
SLWA
414
San Luis Wealth Advisors
California
-$23K -1,176 Closed
BFEC
415
Benjamin F. Edwards & Company
Missouri
-$20K -1,005 Closed
RIM
416
Rockbridge Investment Management
New York
-$18.9K -969 Closed
SSB
417
Sandy Spring Bank
Maryland
-$19K -960 Closed
FAG
418
Fortitude Advisory Group
Washington
-$11K -579 Closed
FCG
419
Financial Connections Group
California
-$11K -570 Closed
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
-$11K -546 Closed
AAP
421
Arax Advisory Partners
Colorado
-$10K -495 Closed
HA
422
Herold Advisors
New York
-$8.95K -459 Closed
HF
423
Halpern Financial
Virginia
-$5.91K -303 Closed
GI
424
Gradient Investments
Minnesota
-$5K -249 Closed
GTAM
425
Global Trust Asset Management
Florida
-$3K -150 Closed