FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

196 hedge funds and large institutions have $3.45B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 85 reducing their positions, and 30 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
4.03%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.33%
New
31
Increased
48
Reduced
85
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
1
Opes Wealth Management
California
$11.1M
2
RCA
2
Resonant Capital Advisors
Wisconsin
$17.4M
3
MWM
3
Merriman Wealth Management
Washington
$6.53M
4
GWS
4
Glassman Wealth Services
Virginia
$45.7M
5
CST
5
Charles Schwab Trust
Nevada
$8.57M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.88B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.13M
3
QCG
3
Quadrant Capital Group
Ohio
$6.32M
4
Victory Capital Management
4
Victory Capital Management
Texas
$24M
5
TA
5
Tiedemann Advisors
New York
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
51
Valley National Advisers
Pennsylvania
$2.45M 66,519 -13,277 -17%
MAM
52
Madison Asset Management
Wisconsin
$2.44M 66,196 -1,050 -2%
Jane Street
53
Jane Street
New York
$2.16M 58,490 +43,836 +299%
VFA
54
Valeo Financial Advisors
Indiana
$1.92M 52,102 +6,496 +14%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.87M 50,650 -21,850 -30%
KCPG
56
Kavar Capital Partners Group
Kansas
$1.78M 48,405 -660 -1%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.75M 47,379 -24,212 -34%
CG
58
Colony Group
Massachusetts
$1.73M 47,079 -7,240 -13%
BAM
59
Bellevue Asset Management
Washington
$1.71M 46,418 -862 -2%
AP
60
Adero Partners
California
$1.69M 45,959 -9,388 -17%
CWM
61
Cedar Wealth Management
California
$1.58M 42,878 +276 +0.6%
Mariner
62
Mariner
Kansas
$1.57M 42,531 +18,312 +76%
Creative Planning
63
Creative Planning
Kansas
$1.46M 39,660 -5,485 -12%
FNC
64
First National Corp
Massachusetts
$1.45M 39,386 +3,384 +9%
Deutsche Bank
65
Deutsche Bank
Germany
$1.42M 38,511 +30,531 +383%
PWSG
66
Pacific Wealth Strategies Group
California
$1.34M 36,324 +36,324 New
WCM
67
Whitener Capital Management
North Carolina
$1.3M 35,245 -1,556 -4%
JWM
68
Janiczek Wealth Management
Colorado
$1.29M 34,888 -5,765 -14%
LPL Financial
69
LPL Financial
California
$1.29M 34,878 +309 +0.9%
RJA
70
Raymond James & Associates
Florida
$1.25M 33,980 +6,243 +23%
TI
71
Trexquant Investment
Connecticut
$1.24M 33,515 +33,515 New
MWM
72
Madison Wealth Management
Ohio
$1.12M 30,508 +9,023 +42%
CFO
73
CVA Family Office
Colorado
$1.06M 28,884 -11,488 -28%
IIC
74
Ironwood Investment Counsel
Arizona
$1.06M 28,788 +517 +2%
AF
75
Advisornet Financial
Minnesota
$1.04M 28,216 -1,440 -5%
1 2
3
4 5