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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 %
CAN
401
Claraphi Advisory Network
United States
– – -4,865 Closed
FFS
402
Founders Financial Securities
Maryland
– – -4,262 Closed
CWM
403
Castle Wealth Management
Florida
– – -3,475 Closed
CTC
404
Central Trust Company
Missouri
– – -2,285 Closed
AIP
405
Almanack Investment Partners
Pennsylvania
– – -1,284 Closed
BWA
406
BDO Wealth Advisors
Florida
– – -1,013 Closed
BTI
407
Blue Trust Inc
Georgia
– – -972 Closed
MA
408
MUFG Americas
New York
– – -889 Closed
JWBC
409
John W. Brooker & Co
California
– – -834 Closed
PFA
410
Professional Financial Advisors
Nebraska
– – -542 Closed
PCA
411
Providence Capital Advisors
North Carolina
– – -529 Closed
APW
412
Acima Private Wealth
Virginia
– – -240 Closed
TAM
413
Tucker Asset Management
Colorado
– – -233 Closed
MFT
414
Moisand Fitzgerald Tamayo
Florida
– – -164 Closed
TC
415
Truvestments Capital
Florida
– – -81 Closed
CAAS
416
Capital Asset Advisory Services
Michigan
– – -80 Closed
ODG
417
O'Dell Group
Ohio
– – -73 Closed
GWSG
418
GPS Wealth Strategies Group
Colorado
– – -72 Closed
HGERS
419
Householder Group Estate & Retirement Specialist
Arizona
– – -72 Closed
RDFA
420
Ritter Daniher Financial Advisory
Ohio
– – -63 Closed
First Manhattan
421
First Manhattan
New York
– – -11 Closed
KFAA
422
Klaas Financial Asset Advisors
Illinois
– – -1 Closed
PP
423
PrairieView Partners
Minnesota
$0 10 +10 New
13 14 15 16
17