FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

77 hedge funds and large institutions have $1.8B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
10
Increased
37
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.55B
2
Jane Street
2
Jane Street
New York
$14.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.32M
4
OFG
4
Oxford Financial Group
Indiana
$26.2M
5
TAT
5
TD Ameritrade Trust
Colorado
$9.77M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$27.9M
2
TA
2
Tiedemann Advisors
New York
$0
3
CCA
3
Cobblestone Capital Advisors
New York
$20.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$111K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.75M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
26
InterOcean Capital
Illinois
$1.65M 146,169 -3,420 -2%
VNA
27
Valley National Advisers
Pennsylvania
$1.56M 138,222 -17,388 -11%
TYCC
28
Texas Yale Capital Corp
Florida
$1.47M 130,290 +13,590 +12%
Bank of America
29
Bank of America
North Carolina
$1.41M 125,367 +42,825 +52%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$1.19M 105,681 +64,488 +157%
WPIC
31
White Pine Investment Company
Michigan
$1.17M 103,524 -1,230 -1%
SGAM
32
Steinberg Global Asset Management
Florida
$1.14M 100,863 +2,694 +3%
WCF
33
West Coast Financial
California
$1.11M 98,898 -11,421 -10%
CHA
34
Cedar Hill Associates
Illinois
$1.02M 90,750 +27,420 +43%
M&T Bank
35
M&T Bank
New York
$880K 78,150 – –
FWP
36
FAS Wealth Partners
Kansas
$860K 76,392 +2,826 +4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$797K 70,839 -17,679 -20%
Comerica Bank
38
Comerica Bank
Texas
$772K 68,475 +68,475 New
SAM
39
SignalPoint Asset Management
Missouri
$742K 65,850 +1,845 +3%
APSP
40
Asset Planning Services (Pennsylvania)
Pennsylvania
$523K 46,416 – –
CFA
41
Cahill Financial Advisors
Minnesota
$523K 46,377 +1,500 +3%
SCM
42
SOL Capital Management
Maryland
$422K 37,500 +6,750 +22%
BP
43
BBR Partners
New York
$323K 28,680 – –
EWA
44
EP Wealth Advisors
California
$286K 25,374 +25,374 New
CA
45
Cambridge Advisors
Nebraska
$285K 25,275 +3,501 +16%
CPA
46
Capital Planning Advisors
California
$278K 24,690 +24,690 New
WTB
47
Washington Trust Bank
Washington
$274K 24,330 – –
AWA
48
Arete Wealth Advisors
Illinois
$274K 24,300 – –
LPL Financial
49
LPL Financial
California
$255K 22,764 +4,380 +24%
Luther King Capital Management (LKCM)
50
Luther King Capital Management (LKCM)
Texas
$254K 22,557 – –
1
2
3 4