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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B
2
PS
2
Planned Solutions
California
$12.9M
3
SL
3
Systelligence LLC
Minnesota
$8.96M
4
KAS
4
Kestra Advisory Services
Texas
$8.37M
5
MAM
5
Madison Asset Management
Wisconsin
$8.45M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$17.3M
2
TA
2
Tiedemann Advisors
New York
$7.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$7.94M 204,905 -5,698 -3%
FCM
27
Firestone Capital Management
Florida
$7.24M 186,840 -382 -0.2%
QCG
28
Quadrant Capital Group
Ohio
$7.09M 183,103 +11,660 +7%
TA
29
Tiedemann Advisors
New York
$7.06M 182,357 -124,019 -40%
MWP
30
Moller Wealth Partners
$6.8M 175,538 -8,982 -5%
MWM
31
Merriman Wealth Management
Washington
$6.7M 173,048 -4,246 -2%
UBS Group
32
UBS Group
Switzerland
$6.25M 161,376 -400 -0.2%
CPC
33
Consolidated Planning Corp
Georgia
$6.2M 160,058 -993 -0.6%
YAL
34
Your Advocates Ltd
Texas
$5.86M 151,243 +85,933 +132%
BWA
35
Burt Wealth Advisors
Maryland
$5.46M 140,872 +6,583 +5%
RWM
36
Reston Wealth Management
Virginia
$4.85M 125,202 -3,591 -3%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$4.37M 112,928 +4,156 +4%
Osaic Holdings
38
Osaic Holdings
Arizona
$4.12M 107,064 -5,065 -5%
FANJ
39
Financial Architects (New Jersey)
New Jersey
$4.1M 105,841 -4,294 -4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$3.78M 97,675 +6,440 +7%
SWM
41
Shakespeare Wealth Management
Wisconsin
$3.57M 92,112 -595 -0.6%
GAM
42
Gemmer Asset Management
California
$3.53M 91,188 +5,740 +7%
CFA
43
Carroll Financial Associates
North Carolina
$3.39M 87,627 -3,480 -4%
FC
44
FCA Corp
Texas
$3.26M 84,150 +5,150 +7%
PWSG
45
Pacific Wealth Strategies Group
California
$3.21M 82,944 +46,620 +128%
DSA
46
Droms Strauss Advisors
Missouri
$3.03M 78,249 -26,043 -25%
AAS
47
Avantax Advisory Services
Texas
$3.01M 77,738 +77,738 New
FM
48
Foster & Motley
Ohio
$2.85M 73,509 +6,723 +10%
FNC
49
First National Corp
Massachusetts
$2.83M 39,386 – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$2.55M 65,807 +15,157 +30%
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