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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

302 hedge funds and large institutions have $5.87B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 110 increasing their positions, 77 reducing their positions, and 16 closing their positions.

Holders
302
Holders Change
+22
Holders Change %
+7.86%
% of All Funds
5.3%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.44%
New
46
Increased
110
Reduced
77
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.74B
2
LF
2
Lee Financial
Texas
$26.2M
3
Bank of America
3
Bank of America
North Carolina
$25.8M
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$7.55M
5
AWM
5
AE Wealth Management
Kansas
$59M

Top Sellers

1
RCA
1
Resonant Capital Advisors
Wisconsin
$15M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.5M
3
GW
3
GW & Wade
Massachusetts
$1.94M
4
TA
4
Tiedemann Advisors
New York
$6.23M
5
AWA
5
Arete Wealth Advisors
Illinois
$395K
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
51
Tiedemann Advisors
New York
$6.23M -$2.88M -160,290 -32%
FC
52
FCA Corp
Texas
$5.74M +$486K +27,030 +9%
RF
53
RHS Financial
California
$5.66M +$1.2M +66,615 +27%
SFP
54
Sterling Financial Planning
New Jersey
$5.62M -$57.9K -3,222 -1%
BIA
55
Bell Investment Advisors
California
$5.29M +$5.29M +294,345 New
FANJ
56
Financial Architects (New Jersey)
New Jersey
$5.29M -$61K -3,390 -1%
FM
57
Foster & Motley
Ohio
$5.04M +$257K +14,304 +5%
Mariner
58
Mariner
Kansas
$4.84M -$87.2K -4,848 -2%
SWM
59
Shakespeare Wealth Management
Wisconsin
$4.31M -$70K -3,840 -2%
LAS
60
Lloyd Advisory Services
Georgia
$3.94M +$415K +23,100 +12%
DSA
61
Droms Strauss Advisors
Missouri
$3.85M -$307K -17,094 -7%
CFA
62
Cahill Financial Advisors
Minnesota
$3.61M +$237K +13,167 +7%
RTL
63
Red Tortoise LLC
Georgia
$3.51M +$3.51M +220,755 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$3.25M -$519K -28,848 -14%
Prudential Financial
65
Prudential Financial
New Jersey
$3.1M -$368K -20,124 -11%
TWM
66
Tradition Wealth Management
Minnesota
$3.09M +$414K +23,019 +15%
MWM
67
Madison Wealth Management
Ohio
$2.96M +$131K +7,257 +5%
WANY
68
Wealthspire Advisors (New York)
New York
$2.51M +$2.51M +139,284 New
APW
69
Austin Private Wealth
Texas
$2.47M +$286K +15,885 +13%
VNA
70
Valley National Advisers
Pennsylvania
$2.42M -$81.8K -4,551 -3%
TNA
71
True North Advisors
Texas
$2.4M +$1M +55,746 +72%
HighTower Advisors
72
HighTower Advisors
Illinois
$2.39M +$146K +8,118 +6%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$2.26M +$1.9M +105,429 +519%
CWM
74
Cedar Wealth Management
California
$2.1M -$22.5K -1,254 -1%
FNC
75
First National Corp
Massachusetts
$2.07M -$55K -3,057 -3%
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