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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$229M
2
CPG
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
Prism Advisors
California
$708K
2
CFA
Cahill Financial Advisors
Minnesota
$23M
3
NB
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
451
Archer Investment Corporation
Indiana
$172K +$161K +6,714 +1,444%
NP
452
NorthRock Partners
Minnesota
$171K – – –
VAMG
453
Voisard Asset Management Group
Michigan
$166K +$166K +6,960 New
GGI
454
Godsey & Gibb Inc
Virginia
$165K +$36.7K +1,536 +29%
CJ
455
Caitlin John
Michigan
$147K +$98K +11,922 +200%
SSB
456
Sandy Spring Bank
Maryland
$146K +$10.3K +429 +8%
FCT
457
First Community Trust
Iowa
$143K +$143K +5,958 New
FRA
458
Front Row Advisors
California
$136K – – –
BIM
459
Breakwater Investment Management
Washington
$129K – – –
LC
460
Lindbrook Capital
California
$127K – – –
CF
461
Centaurus Financial
California
$127K +$127K +5,301 New
RP
462
Rice Partnership
Hawaii
$112K +$100K +4,179 +824%
FPF
463
First Pacific Financial
Washington
$112K -$6.89K -288 -6%
VWM
464
Venturi Wealth Management
Texas
$110K – – –
ME
465
McIlrath & Eck
Washington
$110K +$502 +21 +0.5%
IWA
466
Icon Wealth Advisors
Texas
$108K +$108K +4,497 New
CIAS
467
CBIZ Investment Advisory Services
Ohio
$104K – – –
CA
468
Crewe Advisors
Utah
$102K – – –
Citigroup
469
Citigroup
New York
$100K -$15.8K -660 -14%
AT
470
Arlington Trust
Alabama
$92.9K – – –
KWAG
471
Kiely Wealth Advisory Group
North Carolina
$89.9K +$59.9K +7,284 +200%
SIS
472
Sound Income Strategies
Florida
$88.1K +$74.1K +3,096 +527%
HIA
473
Harbor Investment Advisory
Maryland
$80.4K – – –
CFS
474
CGC Financial Services
Oregon
$77K – – –
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$76.3K +$6.18K +765 +9%
17 18
19
20 21