We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

280 hedge funds and large institutions have $5.77B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 17

84% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 67

17% more funds holding in top 10

Funds holding in top 10: 24 → 28 (+4)

11% more capital invested

Capital invested by funds: $5.19B → $5.77B (+$573M)

9% more funds holding

Funds holding: 257 → 280 (+23)

0.87% less ownership

Funds ownership: 242.99% → 242.12% (-0.87%)

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.87%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.49%
New
40
Increased
123
Reduced
67
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$104M
2
AWM
AE Wealth Management
Kansas
+$53.1M
3
Creative Planning
Creative Planning
Kansas
+$14M
4
ML
McAdam LLC
Pennsylvania
+$11.6M
5
GAM
Gemmer Asset Management
California
+$11.4M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$7.27M
2
KLI
Kelman-Lazarov Inc
Tennessee
-$6.79M
3
WANY
Wealthspire Advisors (New York)
New York
-$2.41M
4
AFA
Arlington Financial Advisors
California
-$2.18M
5
SCA
Snowden Capital Advisors
New York
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMO
26
Covenant Multifamily Offices
Texas
$14M +$3.61M +199,452 +35%
QCG
27
Quadrant Capital Group
Ohio
$13.1M +$1.9M +105,204 +17%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$12.8M +$847K +46,866 +7%
BC
29
Bartlett & Co
Ohio
$12.8M +$847K +46,866 +7%
LPL Financial
30
LPL Financial
California
$12.7M +$1.05M +58,083 +9%
OWM
31
Opes Wealth Management
California
$12.5M -$822K -45,483 -6%
MWP
32
Moller Wealth Partners
$12.2M +$79.4K +4,392 +0.7%
CCA
33
Cobblestone Capital Advisors
New York
$12M -$1.69M -93,441 -12%
CWM
34
Cabot Wealth Management
Massachusetts
$11.8M +$560K +30,984 +5%
KAS
35
Kestra Advisory Services
Texas
$11.8M -$314K -17,367 -3%
FCM
36
Firestone Capital Management
Florida
$11.5M +$609K +33,702 +6%
WPIC
37
White Pine Investment Company
Michigan
$11.2M -$333K -18,441 -3%
AIA
38
Arcadia Investment Advisors
Idaho
$10.5M +$7.54M +417,006 +260%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$10.3M +$1.7M +94,041 +20%
PC
40
Prairiewood Capital
North Dakota
$9.89M +$539K +29,832 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.73M +$1.89M +104,733 +24%
TA
42
Tiedemann Advisors
New York
$9.24M -$379K -20,943 -4%
CPC
43
Consolidated Planning Corp
Georgia
$8.95M +$80.3K +4,440 +0.9%
BWA
44
Burt Wealth Advisors
Maryland
$8.91M +$298K +16,476 +3%
GC
45
Gratus Capital
Georgia
$8.19M -$1.01M -56,055 -11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$7.96M +$821K +45,402 +12%
YAL
47
Your Advocates Ltd
Texas
$7.83M +$30.2K +1,668 +0.4%
PWSG
48
Pacific Wealth Strategies Group
California
$7.31M +$143K +7,902 +2%
RWM
49
Reston Wealth Management
Virginia
$7M +$84.3K +4,659 +1%
JWM
50
Jackson Wealth Management
Florida
$6.89M -$1.04M -57,438 -13%
1
2
3 4 5

FNDX Hedge Fund Activity: Q2 2021 in Review

280 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q2 2021, worth a combined $5.77B — up 11% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new FNDX positions and 17 closed out — a net gain of 23 holders — while 123 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $104M. The largest seller was Almanack Investment Partners, cutting an estimated $7.27M.

  • 280 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q2 2021, up from 257 in Q1 2021.
  • Funds reported $5.77B of Schwab Fundamental US Large Company Index ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 40 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q2 2021 and 17 closed out, a net change of +23 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $104M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q2 2021 was Almanack Investment Partners, an estimated $7.27M sold.

Based on aggregated 13F filings for Q2 2021.