FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

86 hedge funds and large institutions have $2.54B invested in Schwab Fundamental US Large Company Index ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
2.15%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
11
Increased
39
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.26B
2
Jane Street
2
Jane Street
New York
$4.93M
3
TSS
3
Two Sigma Securities
New York
$2.45M
4
ML
4
McAdam LLC
Pennsylvania
$18.5M
5
MIH
5
Madison Investment Holdings
Wisconsin
$5.07M

Top Sellers

1
TA
1
Tiedemann Advisors
New York
$3.75M
2
TAT
2
TD Ameritrade Trust
Colorado
$10.6M
3
GAM
3
Gemmer Asset Management
California
$4.15M
4
TRCT
4
Tower Research Capital (TRC)
New York
$120K
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
26
Two Sigma Securities
New York
$2.45M +$2.45M +208,659 New
TYCC
27
Texas Yale Capital Corp
Florida
$1.95M +$422K +36,000 +28%
IC
28
InterOcean Capital
Illinois
$1.66M – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.61M +$193K +16,455 +14%
VNA
30
Valley National Advisers
Pennsylvania
$1.54M -$7.1K -606 -0.5%
RJA
31
Raymond James & Associates
Florida
$1.46M +$266K +22,734 +22%
Bank of America
32
Bank of America
North Carolina
$1.46M +$222K +18,942 +18%
WCF
33
West Coast Financial
California
$1.33M +$239K +20,364 +22%
JWM
34
Janiczek Wealth Management
Colorado
$1.29M +$55.2K +4,710 +4%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$1.25M – – –
MML Investors Services
36
MML Investors Services
Massachusetts
$1.24M +$71.3K +6,081 +6%
CHA
37
Cedar Hill Associates
Illinois
$1.21M – – –
SGAM
38
Steinberg Global Asset Management
Florida
$1.2M +$6.33K +540 +0.5%
M&T Bank
39
M&T Bank
New York
$1.19M – – –
WPIC
40
White Pine Investment Company
Michigan
$1.14M -$703 -60 -0.1%
FWP
41
FAS Wealth Partners
Kansas
$872K -$72.2K -6,159 -8%
SAM
42
SignalPoint Asset Management
Missouri
$671K -$110K -9,396 -14%
CFA
43
Cahill Financial Advisors
Minnesota
$612K +$16K +1,365 +3%
WTB
44
Washington Trust Bank
Washington
$570K +$285K +24,330 +100%
APSP
45
Asset Planning Services (Pennsylvania)
Pennsylvania
$552K +$2.99K +255 +0.5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$551K +$261K +22,323 +90%
SCM
47
SOL Capital Management
Maryland
$545K – – –
Creative Planning
48
Creative Planning
Kansas
$498K +$152K +12,936 +44%
W
49
Wealthfront
California
$434K +$434K +37,056 New
Morgan Stanley
50
Morgan Stanley
New York
$403K +$212K +18,054 +111%
1
2
3 4