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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
TWM
2
Tanglewood Wealth Management
Texas
$25.6M
3
LNC
3
Lincoln National Corp
Pennsylvania
$19.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$17.8M
5
CCM
5
Covington Capital Management
California
$7.86M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$2.8M 197,118 +33,462 +20%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$2.75M 193,539 +7,716 +4%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.7M 189,873 +33,561 +21%
AP
54
Adero Partners
California
$2.29M 161,238 +161,238 New
CFO
55
CVA Family Office
Colorado
$2.22M 155,910 +155,910 New
VFA
56
Valeo Financial Advisors
Indiana
$2.21M 155,349 -33 -0%
BAM
57
Bellevue Asset Management
Washington
$2.19M 154,251 +154,251 New
KCPG
58
Kavar Capital Partners Group
Kansas
$2.09M 147,195 +131,520 +839%
Creative Planning
59
Creative Planning
Kansas
$2.07M 145,401 +34,038 +31%
C
60
Clearshares
New York
$2.06M 144,852 -154,242 -52%
TYCC
61
Texas Yale Capital Corp
Florida
$2.04M 143,700 – –
MWM
62
Madison Wealth Management
Ohio
$1.82M 127,623 +127,623 New
Comerica Bank
63
Comerica Bank
Texas
$1.78M 125,415 +36,087 +40%
FWP
64
FAS Wealth Partners
Kansas
$1.76M 123,795 +26,778 +28%
FM
65
Foster & Motley
Ohio
$1.73M 121,332 -1,086 -0.9%
RJA
66
Raymond James & Associates
Florida
$1.56M 109,275 +11,016 +11%
UCFA
67
United Capital Financial Advisors
Texas
$1.54M 108,468 +1,122 +1%
PWS
68
Paragon Wealth Strategies
Florida
$1.52M 106,698 -764,262 -88%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$1.48M 103,707 -537 -0.5%
WCM
70
Whitener Capital Management
North Carolina
$1.47M 103,203 +4,665 +5%
LPL Financial
71
LPL Financial
California
$1.42M 100,038 +33,882 +51%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1.42M 99,471 +29,241 +42%
IC
73
InterOcean Capital
Illinois
$1.39M 97,788 -12,672 -11%
AF
74
Advisornet Financial
Minnesota
$1.29M 90,711 +459 +0.5%
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$1.27M 89,517 – –
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