FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

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
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$229M
2
CPG
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
Prism Advisors
California
$708K
2
CFA
Cahill Financial Advisors
Minnesota
$23M
3
NB
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IRC
501
Investors Research Corp
Georgia
$24.3K – – –
OP
502
ORG Partners
Indiana
$24.2K – – –
FFO
503
Fortitude Family Office
Arizona
$20.4K +$143 +6 +0.7%
MRCM
504
M&R Capital Management
New Jersey
$20K +$215 +9 +1%
CFGS
505
Concourse Financial Group Securities
Alabama
$19.8K +$15.7K +657 +384%
KSWA
506
Kathleen S. Wright Associates
Pennsylvania
$19.7K +$19.7K +822 New
CIA
507
Cape Investment Advisory
Georgia
$19K +$144 +6 +0.8%
BA
508
Bristlecone Advisors
Washington
$18.8K +$18.8K +783 New
HWM
509
Hemington Wealth Management
Virginia
$18K +$18K +2,394 New
KFI
510
Key Financial Inc
Pennsylvania
$17.9K – – –
BAM
511
Bellevue Asset Management
Washington
$17.5K +$144 +6 +0.8%
MM
512
Main Management
California
$17K +$17K +720 New
AEPWM
513
Atlantic Edge Private Wealth Management
Florida
$16.7K – – –
CAL
514
Capital Advisors Ltd
Ohio
$15K – – –
AAG
515
Armstrong Advisory Group
Massachusetts
$14.9K +$11K +459 +283%
WWM
516
Wagner Wealth Management
South Carolina
$14.4K +$2.3K +96 +19%
PK
517
Pflug Koory
Nebraska
$14.4K +$14.4K +600 New
SL
518
Salomon & Ludwin
Virginia
$13.2K – – –
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.7K – – –
GWSG
520
GPS Wealth Strategies Group
Colorado
$11.3K – – –
PB
521
Pinnacle Bancorp
Nebraska
$11.2K -$718 -30 -6%
WT
522
Washington Trust
Rhode Island
$9.76K – – –
EW
523
Element Wealth
Mississippi
$9.26K – – –
TAM
524
Tucker Asset Management
Colorado
$9.26K +$9.26K +387 New
PPA
525
Painted Porch Advisors
California
$9.11K – – –
19 20
21
22 23