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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
TWM
2
Tanglewood Wealth Management
Texas
$25.6M
3
LNC
3
Lincoln National Corp
Pennsylvania
$19.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$17.8M
5
CCM
5
Covington Capital Management
California
$7.86M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETS
26
ESL Trust Services
New York
$7.97M +$7.97M +560,295 New
CCM
27
Covington Capital Management
California
$7.86M +$7.86M +552,663 New
CWM
28
Cabot Wealth Management
Massachusetts
$7.75M +$220K +15,441 +3%
CFA
29
Carroll Financial Associates
North Carolina
$7.43M -$99.7K -7,011 -1%
GC
30
Gratus Capital
Georgia
$7.34M -$482K -33,876 -6%
UBS Group
31
UBS Group
Switzerland
$7.2M +$152K +10,692 +2%
CPC
32
Consolidated Planning Corp
Georgia
$6.9M +$6.9M +485,310 New
HighTower Advisors
33
HighTower Advisors
Illinois
$6.14M +$1.36M +95,892 +29%
WPIC
34
White Pine Investment Company
Michigan
$5.83M +$1.14M +80,400 +24%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$5.7M -$23.7K -1,668 -0.4%
RWM
36
Reston Wealth Management
Virginia
$5.65M +$106K +7,416 +2%
FANJ
37
Financial Architects (New Jersey)
New Jersey
$5.46M +$77.3K +5,436 +1%
YAL
38
Your Advocates Ltd
Texas
$4.93M +$4.93M +346,404 New
OWM
39
Opes Wealth Management
California
$4.01M -$107K -7,506 -3%
GAM
40
Gemmer Asset Management
California
$3.93M +$28.6K +2,007 +0.7%
FSWA
41
Financial Synergies Wealth Advisors
Texas
$3.54M +$339K +23,811 +11%
LRIA
42
Leonard Rickey Investment Advisors
Washington
$3.53M -$26.3K -1,848 -0.7%
VNA
43
Valley National Advisers
Pennsylvania
$3.51M -$65.9K -4,629 -2%
JWM
44
Janiczek Wealth Management
Colorado
$3.41M -$20.9K -1,470 -0.6%
MML Investors Services
45
MML Investors Services
Massachusetts
$3.17M +$296K +20,769 +10%
BWA
46
Burt Wealth Advisors
Maryland
$3.15M +$647K +45,492 +26%
FC
47
FCA Corp
Texas
$2.98M +$216K +15,192 +8%
BCWM
48
Bartlett & Co Wealth Management
Ohio
$2.91M +$1.64M +115,350 +129%
SWM
49
Shakespeare Wealth Management
Wisconsin
$2.9M -$12.4K -873 -0.4%
ECG
50
EPIQ Capital Group
California
$2.81M +$2.81M +197,235 New
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