FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$8.62B
2
Ameriprise
Ameriprise
Minnesota
$169M
3
Charles Schwab
Charles Schwab
California
$81.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$45.3M
5
GC
Gratus Capital
Georgia
$21.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$79M
2
KCPG
Kavar Capital Partners Group
Kansas
$28.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$31.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$24.3M
5
AFA
Arlington Financial Advisors
California
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
501
Susquehanna International Group
Pennsylvania
– -$7.67M -371,289 Closed
ACM
502
Absolute Capital Management
Pennsylvania
– -$4.86M -235,500 Closed
MWM
503
Meridian Wealth Management
Kentucky
– -$2.46M -119,259 Closed
Jane Street
504
Jane Street
New York
– -$813K -39,393 Closed
GM
505
GeoWealth Management
Illinois
– -$674K -32,661 Closed
IWM
506
Iams Wealth Management
Nebraska
– -$637K -30,849 Closed
CAG
507
Csenge Advisory Group
Florida
– -$299K -14,469 Closed
MSR
508
Main Street Research
Connecticut
– -$283K -13,728 Closed
OC
509
Oarsman Capital
Wisconsin
– -$262K -12,675 Closed
CAM
510
Clark Asset Management
New Hampshire
– -$255K -12,366 Closed
IA
511
IFG Advisory
Georgia
– -$253K -12,243 Closed
FWCM
512
Ferguson Wellman Capital Management
Oregon
– -$247K -11,982 Closed
AC
513
AlphaCore Capital
California
– -$247K -11,955 Closed
DWM
514
Destination Wealth Management
California
– -$216K -10,461 Closed
CPRC
515
Consolidated Portfolio Review Corp
New York
– -$209K -10,122 Closed
BJL
516
Brighton Jones LLC
Washington
– -$203K -9,828 Closed
BTI
517
Blue Trust Inc
Georgia
– -$124K -6,624 Closed
FHA
518
First Horizon Advisors
Tennessee
– -$81.3K -3,936 Closed
TFG
519
Team Financial Group
California
– -$60.1K -2,910 Closed
SA
520
Scarborough Advisors
Maryland
– -$58.7K -2,844 Closed
ITIM
521
Indiana Trust & Investment Management
Indiana
– -$37.8K -1,830 Closed
BWL
522
Bogart Wealth LLC
Virginia
– -$33.1K -1,602 Closed
AWM
523
Able Wealth Management
New Jersey
– -$27.6K -1,338 Closed
CG
524
Cutler Group
California
– -$24K -1,200 Closed
BCPWM
525
Bradley & Co Private Wealth Management
Florida
– -$24.7K -1,197 Closed
18 19 20
21
22