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Schwab Fundamental US Large Company Index ETF
FNDX

479 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

172% more call options, than puts

Call options by funds: $353K | Put options by funds: $130K

53% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 125

25% more funds holding in top 10

Funds holding in top 10: 40 → 50 (+10)

18% more capital invested

Capital invested by funds: $9.26B → $10.9B (+$1.68B)

17% more funds holding

Funds holding: 411 → 479 (+68)

4.41% more ownership

Funds ownership: 241.99% → 246.39% (+4.4%)

Holders
479
Holders Change
+68
Holders Change %
+16.55%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
104
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$119M
2
CSIA
Charles Schwab Investment Advisory
California
+$65.3M
3
Morgan Stanley
Morgan Stanley
New York
+$58.5M
4
CAN
Cetera Advisor Networks
California
+$25.5M
5
KCPG
Kavar Capital Partners Group
Kansas
+$23.5M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
-$5.33M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.85M
3
MWM
Meridian Wealth Management
Kentucky
-$2.3M
4
GVAG
Great Valley Advisor Group
Delaware
-$1.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
501
Moss Adams Wealth Advisors
Washington
– -$11.2K -600 Closed
GT
502
Glenmede Trust
Pennsylvania
– -$10.9K -582 Closed
Fifth Third Bancorp
503
Fifth Third Bancorp
Ohio
– -$7.11K -381 Closed
Simplex Trading
504
Simplex Trading
Illinois
– -$5K -300 Closed
MIM
505
Macroview Investment Management
Maryland
– -$4.59K -246 Closed
CWP
506
Concord Wealth Partners
Virginia
– -$3.87K -207 Closed
CCMI
507
Creative Capital Management Investments
California
– -$2.63K -141 Closed
RCM
508
Raleigh Capital Management
North Carolina
– -$1.9K -102 Closed
APW
509
Atlantic Private Wealth
North Carolina
– -$1.85K -99 Closed
IPW
510
Impact Partnership Wealth
Georgia
– -$1.85K -99 Closed
FCAS
511
First Command Advisory Services
Texas
– -$1.18K -63 Closed
17 18 19 20
21