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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMG
26
Clark Capital Management Group
Pennsylvania
$22.1M 413,053 +413,053 New
LRIA
27
Leonard Rickey Investment Advisors
Washington
$21.2M 396,255 +4,917 +1%
LNC
28
Lincoln National Corp
Pennsylvania
$19.8M 370,656 -10,653 -3%
KCPG
29
Kavar Capital Partners Group
Kansas
$19.7M 369,392 +15,806 +4%
Creative Planning
30
Creative Planning
Kansas
$19.7M 369,059 -18,980 -5%
PS
31
Planned Solutions
California
$19.6M 367,216 -2,416 -0.7%
Ameriprise
32
Ameriprise
Minnesota
$19.4M 362,386 -122,888 -25%
WTA
33
Washington Trust Advisors
Massachusetts
$17.7M 330,486 -741,151 -69%
RCA
34
Resonant Capital Advisors
Wisconsin
$17.2M 320,934 -480 -0.1%
KAS
35
Kestra Advisory Services
Texas
$16.9M 317,029 -7,321 -2%
SL
36
Systelligence LLC
Minnesota
$16.9M 316,843 +2,831 +0.9%
PC
37
Prairiewood Capital
North Dakota
$14.9M 279,190 +27,543 +11%
CW
38
Connectus Wealth
Ohio
$14.6M 273,100 -184,936 -40%
LPL Financial
39
LPL Financial
California
$14.4M 269,034 +2,617 +1%
CFA
40
Cahill Financial Advisors
Minnesota
$14.3M 267,277 +115,997 +77%
FCM
41
Firestone Capital Management
Florida
$14.2M 264,795 +20,765 +9%
Corient Private Wealth
42
Corient Private Wealth
Florida
$13.9M 260,873 +260,873 New
HighTower Advisors
43
HighTower Advisors
Illinois
$13.9M 259,718 +21,917 +9%
BCWM
44
Bartlett & Co Wealth Management
Ohio
$13.8M 257,509 +4,946 +2%
BC
45
Bartlett & Co
Ohio
$13.8M 257,509 +4,946 +2%
MWP
46
Moller Wealth Partners
$13.6M 254,541 +9,669 +4%
CWM
47
Cabot Wealth Management
Massachusetts
$13.4M 250,314 +4,203 +2%
FSG
48
Financial Strategies Group
Michigan
$13.2M 247,091 -5,901 -2%
TWM
49
Tradition Wealth Management
Minnesota
$12.8M 240,159 +58,362 +32%
NCM
50
Northland Capital Management
Minnesota
$12.5M 234,471 -273 -0.1%
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