FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B
2
PS
2
Planned Solutions
California
$12.9M
3
SL
3
Systelligence LLC
Minnesota
$8.96M
4
KAS
4
Kestra Advisory Services
Texas
$8.37M
5
MAM
5
Madison Asset Management
Wisconsin
$8.45M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$17.3M
2
TA
2
Tiedemann Advisors
New York
$7.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
51
Valley National Advisers
Pennsylvania
$2.21M 56,952 -9,567 -14%
Creative Planning
52
Creative Planning
Kansas
$2.16M 55,641 +15,981 +40%
CG
53
Colony Group
Massachusetts
$1.96M 50,573 +3,494 +7%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.82M 46,880 -21,928 -32%
FSWA
55
Financial Synergies Wealth Advisors
Texas
$1.8M 46,473 -41,367 -47%
VFA
56
Valeo Financial Advisors
Indiana
$1.78M 45,944 -6,158 -12%
SWMG
57
Strategic Wealth Management Group
Maryland
$1.77M 45,632 +45,632 New
KCPG
58
Kavar Capital Partners Group
Kansas
$1.7M 43,795 -4,610 -10%
OMC
59
Old Mission Capital
Illinois
$1.64M 42,402 -28,969 -41%
CWM
60
Cedar Wealth Management
California
$1.6M 41,178 -1,700 -4%
Deutsche Bank
61
Deutsche Bank
Germany
$1.57M 40,586 +2,075 +5%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$1.56M 40,264 -97,374 -71%
Mariner
63
Mariner
Kansas
$1.41M 36,434 -6,097 -14%
WCM
64
Whitener Capital Management
North Carolina
$1.4M 36,172 +927 +3%
LPL Financial
65
LPL Financial
California
$1.38M 35,656 +778 +2%
JWM
66
Janiczek Wealth Management
Colorado
$1.35M 34,888 – –
MWM
67
Madison Wealth Management
Ohio
$1.34M 34,657 +4,149 +14%
TRCT
68
Tower Research Capital (TRC)
New York
$1.33M 34,266 -43,470 -56%
RJA
69
Raymond James & Associates
Florida
$1.3M 33,446 -534 -2%
HighTower Advisors
70
HighTower Advisors
Illinois
$1.27M 32,805 -14,574 -31%
PA
71
PFG Advisors
Arizona
$1.13M 28,472 +1,650 +6%
RF
72
RHS Financial
California
$1.13M 29,178 +11,586 +66%
CFO
73
CVA Family Office
Colorado
$1.12M 28,887 +3 +0%
AF
74
Advisornet Financial
Minnesota
$1.1M 28,432 +216 +0.8%
CA
75
Cambridge Advisors
Nebraska
$930K 24,021 -415 -2%
1 2
3
4 5