FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

57 hedge funds and large institutions have $897M invested in Schwab Fundamental US Large Company Index ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
10
Increased
27
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$752M
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$24M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.48M
4
WCF
4
West Coast Financial
California
$3.26M
5
TAT
5
TD Ameritrade Trust
Colorado
$13.7M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$1.95M
3
LPL Financial
3
LPL Financial
California
$0
4
SBL
4
Sargent Bickham Lagudis
Colorado
$125K
5
UCFA
5
United Capital Financial Advisors
Texas
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WPIC
26
White Pine Investment Company
Michigan
$944K 93,402 +8,274 +10%
Bank of America
27
Bank of America
North Carolina
$582K 57,654 +39 +0.1%
FWP
28
FAS Wealth Partners
Kansas
$546K 53,997 +53,997 New
UBS Group
29
UBS Group
Switzerland
$473K 46,854 +5,760 +14%
MFS
30
MSI Financial Services
Massachusetts
$465K 46,032 +12,114 +36%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$416K 41,193 -9,531 -19%
M&T Bank
32
M&T Bank
New York
$303K 30,000 – –
CFA
33
Cahill Financial Advisors
Minnesota
$271K 26,823 +26,823 New
Morgan Stanley
34
Morgan Stanley
New York
$256K 25,317 +16,506 +187%
WTB
35
Washington Trust Bank
Washington
$246K 24,330 – –
APSP
36
Asset Planning Services (Pennsylvania)
Pennsylvania
$173K 17,145 +1,515 +10%
SHJ
37
Sharkey, Howes & Javer
Colorado
$159K 15,759 +7,779 +97%
Creative Planning
38
Creative Planning
Kansas
$134K 13,242 +6,129 +86%
SBL
39
Sargent Bickham Lagudis
Colorado
$125K 12,342 -14,004 -53%
US Bancorp
40
US Bancorp
Minnesota
$91K 9,000 – –
BC
41
Bartlett & Co
Ohio
$83K 8,250 – –
OAJ
42
Ogorek Anthony Joseph
New York
$78K 7,749 – –
WAM
43
Wealthspire Advisors (Maryland)
Maryland
$77K 7,659 – –
ADL
44
Asset Dedication LLC
California
$47K 4,701 – –
Wells Fargo
45
Wells Fargo
California
$40K 3,969 +3,969 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$38K 3,756 +3,756 New
S
47
SignatureFD
Georgia
$33K 3,258 – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$21K 2,085 -10,212 -83%
TCM
49
Tradewinds Capital Management
Washington
$21K 2,055 – –
SIM
50
Sonora Investment Management
Arizona
$17.5K 1,731 +1,731 New
1
2
3