FNDX icon

Schwab Fundamental US Large Company Index ETF

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BGWM
576
Bridge Generations Wealth Management
Florida
$10.2K +$10.2K +431 New
TCM
577
TD Capital Management
Tennessee
$9.78K +$9.78K +413 New
EW
578
Element Wealth
Mississippi
$9.16K
PPA
579
Painted Porch Advisors
California
$9.02K
HWA
580
Heritage Wealth Advisors
Virginia
$8.88K
CTC
581
Central Trust Company
Missouri
$8.31K
HPIA
582
Hamilton Point Investment Advisors
North Carolina
$8.24K
TC
583
Truvestments Capital
Florida
$8.1K
WAG
584
Wiser Advisor Group
Arizona
$7.49K +$24 +1 +0.3%
MMCM
585
Murphy & Mullick Capital Management
New York
$7.39K +$7.39K +312 New
EFP
586
EnRich Financial Partners
Wisconsin
$7.25K
EWA
587
EverSource Wealth Advisors
Alabama
$7.1K
AWM
588
Accredited Wealth Management
Kentucky
$7.1K +$7.1K +300 New
HCP
589
Hexagon Capital Partners
Arkansas
$6.89K
HCM
590
Hollencrest Capital Management
California
$6.75K
DAM
591
Delta Asset Management
Tennessee
$6.39K
AA
592
Ancora Advisors
Ohio
$5.97K
CPL
593
Capital & Planning LLC
Georgia
$5.9K +$5.9K +249 New
FGC
594
Financial Gravity Companies
Texas
$4.97K
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$4.48K
MFT
596
Moisand Fitzgerald Tamayo
Florida
$4.48K
PA
597
PSI Advisors
Florida
$4.19K
CBT
598
Crews Bank & Trust
Florida
$3.98K +$3.98K +168 New
FFA
599
Founders Financial Alliance
North Carolina
$3.84K
CT
600
Colonial Trust
South Carolina
$3.84K