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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
401
GHP Investment Advisors
Colorado
$2.57K – – –
ACA
402
Atlas Capital Advisors
Wyoming
$2.13K – – –
AW
403
Avion Wealth
Texas
$2K +$2K +117 New
RCM
404
Raleigh Capital Management
North Carolina
$1.9K – – –
IPW
405
Impact Partnership Wealth
Georgia
$1.85K – – –
APW
406
Atlantic Private Wealth
North Carolina
$1.85K +$1.85K +99 New
GEA
407
Glen Eagle Advisors
New Jersey
$1.74K – – –
GWM
408
Geneos Wealth Management
Colorado
$1.51K – – –
FCAS
409
First Command Advisory Services
Texas
$1.18K +$1.18K +63 New
TFA
410
Transamerica Financial Advisors
Florida
$1K – – –
EWA
411
EverSource Wealth Advisors
Alabama
$224 +$224 +12 New
BlackRock
412
BlackRock
New York
$54 +$54 +3 New
SVCP
413
Silicon Valley Capital Partners
California
$27 -$28 – –
Jane Street
414
Jane Street
New York
– -$2.42M -126,081 Closed
BCM
415
BlueCrest Capital Management
Jersey
– -$1.32M -68,985 Closed
LWM
416
Laidlaw Wealth Management
New York
– -$950K -49,503 Closed
GS
417
GTS Securities
New York
– -$529K -27,558 Closed
CPA
418
Cardiff Park Advisors
California
– -$464K -24,192 Closed
YIH
419
Y-Intercept (HK)
Hong Kong
– -$429K -22,338 Closed
FTUS
420
Flow Traders U.S.
New York
– -$406K -21,144 Closed
PWM
421
Prosperity Wealth Management
California
– -$357K -18,600 Closed
SBH
422
Segall Bryant & Hamill
Illinois
– -$287K -14,964 Closed
CB
423
Commerce Bank
Missouri
– -$261K -13,611 Closed
S
424
SimplyRich
California
– -$260K -13,560 Closed
AWM
425
Apollon Wealth Management
South Carolina
– -$251K -13,077 Closed
14 15 16
17
18