FNDX icon

Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KHC
26
Koesten Hirschmann & Crabtree
Kansas
$39.2M 581,748
HighTower Advisors
27
HighTower Advisors
Illinois
$33.1M 494,611 +12,156 +3%
AA
28
ALPS Advisors
Colorado
$32.9M 490,955 -204,670 -29%
LPL Financial
29
LPL Financial
California
$31.6M 472,086 +41,328 +10%
CCMG
30
Clark Capital Management Group
Pennsylvania
$31.4M 469,057 +1,490 +0.3%
LRIA
31
Leonard Rickey Investment Advisors
Washington
$30.2M 450,380 +7,979 +2%
Creative Planning
32
Creative Planning
Kansas
$29M 432,746 +11,397 +3%
KCPG
33
Kavar Capital Partners Group
Kansas
$28.9M 432,075 +15,328 +4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$28.4M 424,046 +32,900 +8%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$28.2M 421,374 +17,478 +4%
KAS
36
Kestra Advisory Services
Texas
$27.8M 418,105 +87,790 +27%
PC
37
Prairiewood Capital
North Dakota
$27.6M 412,243 +5,144 +1%
OFG
38
Oxford Financial Group
Indiana
$27M 403,712 -5,373 -1%
RCA
39
Resonant Capital Advisors
Wisconsin
$26.2M 389,476 +13,819 +4%
CFA
40
Cahill Financial Advisors
Minnesota
$25.4M 379,763 +8,160 +2%
Mariner
41
Mariner
Kansas
$23.2M 346,183 +14,816 +4%
PS
42
Planned Solutions
California
$23M 342,850 -262 -0.1%
Corient Private Wealth
43
Corient Private Wealth
Florida
$22.3M 332,211 -198 -0.1%
GC
44
Gratus Capital
Georgia
$21.6M 322,098 +2,995 +0.9%
SFS
45
Solitude Financial Services
Virginia
$20M 298,997 +7,778 +3%
BCWM
46
Bartlett & Co Wealth Management
Ohio
$19.4M 288,998 +5,600 +2%
WTA
47
Washington Trust Advisors
Massachusetts
$18.9M 282,128 -10,309 -4%
FSG
48
Financial Strategies Group
Michigan
$18.8M 279,040 -2,023 -0.7%
HTC
49
Haverford Trust Company
Pennsylvania
$18.7M 279,694 +31,191 +13%
MWP
50
Moller Wealth Partners
$17.7M 264,523 -44 -0%