FNDX icon

Schwab Fundamental US Large Company Index ETF

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AP
476
Aspect Partners
Virginia
$71.9K
MAM
477
Marquette Asset Management
Minnesota
$70.8K +$70.8K +2,961 New
SFC
478
SYM Financial Corp
Indiana
$69.1K
BlackRock
479
BlackRock
New York
$65K -$72 -3 -0.1%
ADL
480
Asset Dedication LLC
California
$61.1K -$11.6K -486 -16%
SIC
481
SJS Investment Consulting
Ohio
$60.4K -$31.7K -1,326 -34%
WWP
482
WR Wealth Planners
Missouri
$59.6K +$59.6K +2,490 New
JFA
483
JNBA Financial Advisors
Minnesota
$57K
TFGT
484
TS Financial Group (TSFG)
Illinois
$51K
IHWM
485
Iron Horse Wealth Management
Iowa
$50.9K
ITIM
486
Indiana Trust & Investment Management
Indiana
$50K +$50K +2,091 New
T
487
Tidemark
California
$42.8K +$359 +15 +0.8%
ACA
488
American Capital Advisory
Idaho
$42.5K +$574 +24 +1%
GWSA
489
Global Wealth Strategies & Associates
Colorado
$41.3K
CA
490
Clearstead Advisors
Ohio
$35.6K -$68.6K -2,871 -66%
AssetMark Inc
491
AssetMark Inc
California
$32.8K +$7.61K +318 +30%
CP
492
Castleview Partners
Texas
$32.4K +$32.4K +1,353 New
DI
493
DAGCO Inc
Ohio
$32.4K +$287 +12 +0.9%
WP
494
WealthShield Partners
North Carolina
$31.9K +$287 +12 +0.9%
ACA
495
Aptus Capital Advisors
Alabama
$31.6K -$8.99K -1,128 -22%
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.6K
ATC
497
Adirondack Trust Company
New York
$27.6K
IWP
498
IAG Wealth Partners
Wisconsin
$26.6K -$1.72K -72 -6%
GWM
499
Geneos Wealth Management
Colorado
$26.1K
Russell Investments Group
500
Russell Investments Group
United Kingdom
$24.5K +$1.72K +72 +8%