FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B
2
AA
2
Ashford Advisors
New York
$15M
3
TWM
3
Tanglewood Wealth Management
Texas
$14.9M
4
Truist Financial
4
Truist Financial
North Carolina
$14.8M
5
LPL Financial
5
LPL Financial
California
$11M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$13M
2
RC
2
RegentAtlantic Capital
New Jersey
$16.2M
3
MAM
3
Madison Asset Management
Wisconsin
$1.36M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Shakespeare Wealth Management
Wisconsin
$4.52M -$177K -10,254 -4%
FM
52
Foster & Motley
Ohio
$4.4M +$266K +15,432 +6%
Mariner
53
Mariner
Kansas
$4.22M +$1.97M +114,567 +88%
DSA
54
Droms Strauss Advisors
Missouri
$3.89M -$123K -7,152 -3%
SL
55
Systelligence LLC
Minnesota
$3.79M +$1.35M +78,657 +56%
RF
56
RHS Financial
California
$2.96M +$1.4M +81,075 +89%
Creative Planning
57
Creative Planning
Kansas
$2.83M +$70.2K +4,077 +3%
AIA
58
Arcadia Investment Advisors
Idaho
$2.76M +$2.17M +126,255 +371%
LF
59
Lee Financial
Texas
$2.64M +$2.64M +153,156 +425,433%
CFA
60
Carroll Financial Associates
North Carolina
$2.61M -$1.63M -94,884 -39%
CG
61
Colony Group
Massachusetts
$2.58M -$42.9K -2,493 -2%
SCA
62
Snowden Capital Advisors
New York
$2.57M +$2.57M +149,199 New
Prudential Financial
63
Prudential Financial
New Jersey
$2.53M +$2.53M +146,853 New
VNA
64
Valley National Advisers
Pennsylvania
$2.42M -$312K -18,102 -11%
WANY
65
Wealthspire Advisors (New York)
New York
$2.41M +$2.41M +140,073 New
SWMG
66
Strategic Wealth Management Group
Maryland
$2.36M +$1.29K +75 +0.1%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.33M -$1.15M – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$2.27M +$121K +7,008 +6%
CWM
69
Cedar Wealth Management
California
$2.17M +$25.9K +1,503 +1%
MWM
70
Madison Wealth Management
Ohio
$2.13M +$189K +10,959 +10%
VFA
71
Valeo Financial Advisors
Indiana
$2.11M -$261K -15,156 -11%
KCPG
72
Kavar Capital Partners Group
Kansas
$2.1M -$150K -8,685 -7%
Goldman Sachs
73
Goldman Sachs
New York
$2.06M +$2.06M +119,364 New
FNC
74
First National Corp
Massachusetts
$1.98M -$103K -5,970 -5%
CFA
75
Cahill Financial Advisors
Minnesota
$1.87M +$583K +33,870 +45%
1 2
3
4 5