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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B
2
AA
2
Ashford Advisors
New York
$15M
3
TWM
3
Tanglewood Wealth Management
Texas
$14.9M
4
Truist Financial
4
Truist Financial
North Carolina
$14.8M
5
LPL Financial
5
LPL Financial
California
$11M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$13M
2
RC
2
RegentAtlantic Capital
New Jersey
$16.2M
3
MAM
3
Madison Asset Management
Wisconsin
$1.36M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$11M +$9.23M +535,824 +527%
WPIC
27
White Pine Investment Company
Michigan
$10.9M -$567K -32,934 -5%
CWM
28
Cabot Wealth Management
Massachusetts
$10.6M -$53.8K -3,123 -0.5%
QCG
29
Quadrant Capital Group
Ohio
$10.6M +$447K +25,929 +4%
FCM
30
Firestone Capital Management
Florida
$10.3M +$225K +13,089 +2%
CMO
31
Covenant Multifamily Offices
Texas
$9.79M +$8.93M +518,517 +1,043%
TA
32
Tiedemann Advisors
New York
$9.09M +$10.6K +618 +0.1%
PC
33
Prairiewood Capital
North Dakota
$8.82M +$896K +52,017 +11%
LRIA
34
Leonard Rickey Investment Advisors
Washington
$8.72M +$2.4M +139,281 +38%
GC
35
Gratus Capital
Georgia
$8.7M -$1.69M -97,908 -16%
AIP
36
Almanack Investment Partners
Pennsylvania
$8.58M -$446K -25,899 -5%
CPC
37
Consolidated Planning Corp
Georgia
$8.37M +$156K +9,042 +2%
BWA
38
Burt Wealth Advisors
Maryland
$8.13M +$334K +19,413 +4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$8.08M +$3.66M +212,292 +83%
JWM
40
Jackson Wealth Management
Florida
$7.5M +$7.5M +435,255 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$7.39M +$7.02M +407,499 +1,896%
YAL
42
Your Advocates Ltd
Texas
$7.37M -$23.1K -1,341 -0.3%
PWSG
43
Pacific Wealth Strategies Group
California
$6.77M +$1.19M +68,931 +21%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$6.73M +$1.76M +102,057 +35%
RWM
45
Reston Wealth Management
Virginia
$6.53M -$66.5K -3,861 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$6.21M +$417K +24,162 +7%
GAM
47
Gemmer Asset Management
California
$6.05M +$1.26M +72,951 +26%
SFP
48
Sterling Financial Planning
New Jersey
$5.45M -$238K -13,845 -4%
FANJ
49
Financial Architects (New Jersey)
New Jersey
$5.12M -$69.4K -4,032 -1%
FC
50
FCA Corp
Texas
$4.83M +$220K +12,777 +5%
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