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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

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.

Holders
280
Holders Change
+23
Holders Change %
+8.95%
% of All Funds
4.89%
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
1
Charles Schwab Investment Advisory
California
$4.66B
2
AWM
2
AE Wealth Management
Kansas
$53.9M
3
Creative Planning
3
Creative Planning
Kansas
$17.1M
4
ML
4
McAdam LLC
Pennsylvania
$93.1M
5
GAM
5
Gemmer Asset Management
California
$17.9M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$1.75M
2
KLI
2
Kelman-Lazarov Inc
Tennessee
$42.3M
3
WANY
3
Wealthspire Advisors (New York)
New York
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$223K
5
AFA
5
Arlington Financial Advisors
California
$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMO
26
Covenant Multifamily Offices
Texas
$14M +$3.64M +199,452 +35%
QCG
27
Quadrant Capital Group
Ohio
$13.1M +$1.92M +105,204 +17%
BCWM
28
Bartlett & Co Wealth Management
Ohio
$12.8M +$855K +46,866 +7%
BC
29
Bartlett & Co
Ohio
$12.8M +$855K +46,866 +7%
LPL Financial
30
LPL Financial
California
$12.7M +$1.06M +58,083 +9%
OWM
31
Opes Wealth Management
California
$12.5M -$830K -45,483 -6%
MWP
32
Moller Wealth Partners
$12.2M +$80.1K +4,392 +0.7%
CCA
33
Cobblestone Capital Advisors
New York
$12M -$1.7M -93,441 -12%
CWM
34
Cabot Wealth Management
Massachusetts
$11.8M +$565K +30,984 +5%
KAS
35
Kestra Advisory Services
Texas
$11.8M -$317K -17,367 -3%
FCM
36
Firestone Capital Management
Florida
$11.5M +$615K +33,702 +6%
WPIC
37
White Pine Investment Company
Michigan
$11.2M -$336K -18,441 -3%
AIA
38
Arcadia Investment Advisors
Idaho
$10.5M +$7.61M +417,006 +260%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$10.3M +$1.72M +94,041 +20%
PC
40
Prairiewood Capital
North Dakota
$9.89M +$544K +29,832 +6%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$9.74M +$1.91M +104,733 +24%
TA
42
Tiedemann Advisors
New York
$9.24M -$382K -20,943 -4%
CPC
43
Consolidated Planning Corp
Georgia
$8.95M +$81K +4,440 +0.9%
BWA
44
Burt Wealth Advisors
Maryland
$8.91M +$301K +16,476 +3%
GC
45
Gratus Capital
Georgia
$8.19M -$1.02M -56,055 -11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$7.96M +$828K +45,402 +12%
YAL
47
Your Advocates Ltd
Texas
$7.84M +$30.4K +1,668 +0.4%
PWSG
48
Pacific Wealth Strategies Group
California
$7.31M +$144K +7,902 +2%
RWM
49
Reston Wealth Management
Virginia
$7M +$85K +4,659 +1%
JWM
50
Jackson Wealth Management
Florida
$6.89M -$1.05M -57,438 -13%
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