FNDX icon

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 %
HWA
451
Heritage Wealth Advisors
Virginia
$7.74K +$7.74K +375 New
MFT
452
Moisand Fitzgerald Tamayo
Florida
$7.74K +$7.74K +375 New
HPIA
453
Hamilton Point Investment Advisors
North Carolina
$7.19K +$7.19K +348 New
GWSG
454
GPS Wealth Strategies Group
Colorado
$6.69K – – –
GWM
455
Geneos Wealth Management
Colorado
$6.44K +$4.77K +231 +285%
WAG
456
Wiser Advisor Group
Arizona
$6.41K +$6.41K +312 New
HCM
457
Hollencrest Capital Management
California
$5.88K – – –
DAM
458
Delta Asset Management
Tennessee
$5.58K – – –
AI
459
Arvest Investments
Arkansas
$5.02K +$5.02K +243 New
SMA
460
Sage Mountain Advisors
Georgia
$4.96K – – –
SWA
461
SOA Wealth Advisors
New York
$4.46K – – –
HGERS
462
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
KA
463
Kozak & Associates
Colorado
$3.86K – – –
NP
464
NorthRock Partners
Minnesota
$3.65K +$3.65K +177 New
CIAS
465
Capital Investment Advisory Services
North Carolina
$3.4K -$6.12K -297 -64%
FMP
466
Financial Management Professionals
Texas
$3K -$167 -9 -5%
UIA
467
Ulland Investment Advisors
Minnesota
$3K +$3K +150 New
GIA
468
GHP Investment Advisors
Colorado
$2.85K – – –
ACA
469
Atlas Capital Advisors
Wyoming
$2.35K – – –
CT
470
Colonial Trust
South Carolina
$2.11K +$2.11K +102 New
AFWM
471
Abich Financial Wealth Management
Virginia
$2.04K +$2.04K +99 New
AW
472
Avion Wealth
Texas
$2K – – –
GEA
473
Glen Eagle Advisors
New Jersey
$1.94K – – –
EWA
474
EverSource Wealth Advisors
Alabama
$1.49K +$1.24K +60 +500%
TFA
475
Transamerica Financial Advisors
Florida
$1K – – –
17 18
19
20 21