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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 %
TFG
401
Team Financial Group
California
$60.1K +$62 +3 +0.1%
BFEC
402
Benjamin F. Edwards & Company
Missouri
$60K – – –
SA
403
Scarborough Advisors
Maryland
$58.7K +$58.7K +2,844 New
BlackRock
404
BlackRock
New York
$56.1K +$56.1K +2,715 +90,500%
MFA
405
McClarren Financial Advisors
Pennsylvania
$54K +$309 +15 +0.6%
CIA
406
Cape Investment Advisory
Georgia
$51.9K +$35.8K +1,731 +221%
Comerica Bank
407
Comerica Bank
Texas
$49.6K – – –
JFA
408
JNBA Financial Advisors
Minnesota
$49.2K -$1.18K -57 -2%
ACA
409
Aptus Capital Advisors
Alabama
$49K +$6.44K +312 +15%
TFGT
410
TS Financial Group (TSFG)
Illinois
$47K -$66.3K -3,210 -59%
ME
411
McIlrath & Eck
Washington
$44.4K – – –
WP
412
WealthShield Partners
North Carolina
$44.2K +$44.2K +2,139 New
ITIM
413
Indiana Trust & Investment Management
Indiana
$37.8K – – –
T
414
Tidemark
California
$36.5K +$36.5K +1,767 New
ACA
415
American Capital Advisory
Idaho
$36.2K +$36.2K +1,752 New
GWSA
416
Global Wealth Strategies & Associates
Colorado
$35.6K -$10.3K -498 -22%
JFGIW
417
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.2K +$24K +1,164 +262%
BWL
418
Bogart Wealth LLC
Virginia
$33.1K -$23.5K -1,140 -42%
IRC
419
Investors Research Corp
Georgia
$31.3K -$2.54K -123 -8%
CAL
420
Capital Analysts LLC
Pennsylvania
$31K +$62 +3 +0.2%
AWM
421
Avior Wealth Management
Nebraska
$31K +$6.19K +300 +25%
AWM
422
Able Wealth Management
New Jersey
$27.6K +$27.6K +1,338 New
WT
423
Washington Trust
Rhode Island
$26.1K – – –
ATC
424
Adirondack Trust Company
New York
$24.8K – – –
BCPWM
425
Bradley & Co Private Wealth Management
Florida
$24.7K +$24.7K +1,197 New
15 16
17
18 19