FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
2
Ameriprise
Minnesota
$40.9M
3
CC
3
Callan Capital
California
$54.1M
4
SEIA
4
Signature Estate & Investment Advisors
California
$148M
5
NB
5
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
SL
2
Systelligence LLC
Minnesota
$10.2M
3
LWM
3
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.3M
5
CWA
5
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
26
Oxford Financial Group
Indiana
$25.5M -$491K -25,581 -2%
UBS Group
27
UBS Group
Switzerland
$23.8M -$1.72M -89,733 -7%
LNC
28
Lincoln National Corp
Pennsylvania
$23.3M -$170K -8,853 -0.7%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$23.3M +$539K +28,104 +2%
Creative Planning
30
Creative Planning
Kansas
$22.6M -$568K -29,583 -2%
YAL
31
Your Advocates Ltd
Texas
$21.5M +$674K +35,124 +3%
KCPG
32
Kavar Capital Partners Group
Kansas
$21.4M +$17.4K +909 +0.1%
RCA
33
Resonant Capital Advisors
Wisconsin
$20.5M +$488K +25,443 +2%
CFA
34
Cahill Financial Advisors
Minnesota
$19.6M +$2.53M +131,802 +15%
PS
35
Planned Solutions
California
$19.2M +$473K +24,666 +3%
WTA
36
Washington Trust Advisors
Massachusetts
$18.6M +$309K +16,098 +2%
HighTower Advisors
37
HighTower Advisors
Illinois
$17.9M +$1.42M +74,148 +9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$17.7M +$2.86M +148,878 +19%
PC
39
Prairiewood Capital
North Dakota
$17.5M +$222K +11,586 +1%
FSG
40
Financial Strategies Group
Michigan
$17.2M +$2.87M +149,337 +20%
KAS
41
Kestra Advisory Services
Texas
$17M +$63.6K +3,315 +0.4%
LPL Financial
42
LPL Financial
California
$16.7M +$429K +22,359 +3%
Corient Private Wealth
43
Corient Private Wealth
Florida
$15.8M +$647K +33,726 +4%
BCWM
44
Bartlett & Co Wealth Management
Ohio
$15.4M +$216K +11,247 +1%
BC
45
Bartlett & Co
Ohio
$15.4M +$216K +11,247 +1%
MWP
46
Moller Wealth Partners
$15.3M -$231K -12,024 -1%
FCM
47
Firestone Capital Management
Florida
$14.7M -$359K -18,486 -2%
CWM
48
Cabot Wealth Management
Massachusetts
$14.3M +$85.1K +4,437 +0.6%
TWM
49
Tradition Wealth Management
Minnesota
$13.7M -$924K -48,126 -6%
Mariner
50
Mariner
Kansas
$13.7M +$727K +37,884 +6%
1
2
3 4 5