FNDX icon

Schwab Fundamental US Large Company Index ETF

128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.94%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
24
Increased
47
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
51
Arcadia Investment Advisors
Idaho
$706K -$212K -17,508 -23%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$695K +$18.6K +1,536 +3%
W
53
Wealthfront
California
$623K +$95.1K +7,854 +18%
APSP
54
Asset Planning Services (Pennsylvania)
Pennsylvania
$576K +$2.72K +225 +0.5%
SCM
55
SOL Capital Management
Maryland
$563K
WTB
56
Washington Trust Bank
Washington
$556K -$33.3K -2,748 -6%
PA
57
PFG Advisors
Arizona
$547K +$252K +20,763 +85%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$528K +$54.3K +4,479 +11%
Morgan Stanley
59
Morgan Stanley
New York
$518K +$139K +11,439 +37%
CA
60
Cambridge Advisors
Nebraska
$503K +$91.5K +7,545 +22%
CFA
61
Cahill Financial Advisors
Minnesota
$501K -$123K -10,164 -20%
TRCT
62
Tower Research Capital (TRC)
New York
$501K +$85.5K +7,053 +21%
LPL Financial
63
LPL Financial
California
$466K +$141K +11,646 +43%
QCG
64
Quadrant Capital Group
Ohio
$417K +$417K +34,440 New
Comerica Bank
65
Comerica Bank
Texas
$410K +$410K +33,000 New
NEGWA
66
New England Guild Wealth Advisors
Connecticut
$386K +$1.64K +135 +0.4%
AL
67
Aspiriant LLC
California
$356K +$356K +29,385 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$351K +$148K +12,249 +73%
BC
69
Burleson & Co
California
$334K -$3.27K -270 -1%
NCM
70
Novare Capital Management
North Carolina
$315K +$70.6K +5,832 +29%
EWM
71
Empirical Wealth Management
Washington
$298K +$298K +24,609 New
SB
72
Suntrust Banks
Georgia
$296K -$19.3K -1,596 -6%
Citadel Advisors
73
Citadel Advisors
Florida
$283K -$787K -65,040 -74%
MCM
74
Mengis Capital Management
Oregon
$282K +$62.8K +5,190 +29%
AF
75
Advisornet Financial
Minnesota
$279K