FNDX icon

Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PS
26
Planned Solutions
California
$17.7M 369,632 +7,818 +2%
KCPG
27
Kavar Capital Partners Group
Kansas
$16.9M 353,586 +41,411 +13%
CST
28
Charles Schwab Trust
Nevada
$16.2M 339,728 +263,793 +347%
KAS
29
Kestra Advisory Services
Texas
$15.5M 324,350 +102,802 +46%
RCA
30
Resonant Capital Advisors
Wisconsin
$15.4M 321,414 +21,303 +7%
SL
31
Systelligence LLC
Minnesota
$15M 314,012 +168,526 +116%
BIA
32
Bell Investment Advisors
California
$13.4M 280,589 +61,678 +28%
LPL Financial
33
LPL Financial
California
$12.7M 266,417 -49,460 -16%
PPW
34
Pasadena Private Wealth
California
$12.3M 256,596 +256,596 New
FSG
35
Financial Strategies Group
Michigan
$12.1M 252,992 -6,398 -2%
BCWM
36
Bartlett & Co Wealth Management
Ohio
$12.1M 252,563 +4,681 +2%
BC
37
Bartlett & Co
Ohio
$12.1M 252,563 +4,681 +2%
PC
38
Prairiewood Capital
North Dakota
$12M 251,647 -11,697 -4%
CWM
39
Cabot Wealth Management
Massachusetts
$11.8M 246,111 -20,096 -8%
MWP
40
Moller Wealth Partners
$11.7M 244,872 +3,525 +1%
FCM
41
Firestone Capital Management
Florida
$11.7M 244,030 +3,283 +1%
RC
42
RegentAtlantic Capital
New Jersey
$11.6M 242,718 -5,151 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.4M 237,801 +66,433 +39%
NCM
44
Northland Capital Management
Minnesota
$11.2M 234,744 +1,974 +0.8%
BWA
45
Burt Wealth Advisors
Maryland
$10.2M 212,650 +2,418 +1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.77M 204,468 +25,133 +14%
AIA
47
Arcadia Investment Advisors
Idaho
$9.64M 201,865 +7,355 +4%
CCA
48
Cobblestone Capital Advisors
New York
$8.8M 184,179 -8,951 -5%
TWM
49
Tradition Wealth Management
Minnesota
$8.68M 181,797 +26,923 +17%
OWM
50
Opes Wealth Management
California
$8.64M 180,860 -1,173 -0.6%