FNDX icon

Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WPIC
51
White Pine Investment Company
Michigan
$8.38M 175,526 -3,233 -2%
CPC
52
Consolidated Planning Corp
Georgia
$8.1M 169,597 -493 -0.3%
TA
53
Tiedemann Advisors
New York
$7.62M 159,618 +246 +0.2%
DWM
54
Darwin Wealth Management
Florida
$7.62M 152,614 -8,490 -5%
CFA
55
Cahill Financial Advisors
Minnesota
$7.23M 151,280 +46,857 +45%
HTC
56
Haverford Trust Company
Pennsylvania
$7.18M 150,278 +73,963 +97%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6.89M 144,294 +27,244 +23%
RWM
58
Reston Wealth Management
Virginia
$6.78M 142,024 +4,260 +3%
RF
59
RHS Financial
California
$6.64M 138,969 -12,823 -8%
LFA
60
Legend Financial Advisors
Pennsylvania
$6.39M 133,727 +10,519 +9%
SFP
61
Sterling Financial Planning
New Jersey
$5.55M 116,253 +8,757 +8%
QCG
62
Quadrant Capital Group
Ohio
$5.54M 115,911 -265,287 -70%
Mariner
63
Mariner
Kansas
$5.53M 115,685 +3,764 +3%
FANJ
64
Financial Architects (New Jersey)
New Jersey
$4.85M 101,609 +101,609 New
MIAN
65
Mariner Independent Advisor Network
Kansas
$4.66M 97,665 +2,759 +3%
JWM
66
Jackson Wealth Management
Florida
$4.55M 95,335 +51,874 +119%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$4.47M 93,476 +33,616 +56%
GW
68
GW & Wade
Massachusetts
$4.46M 93,470 -153 -0.2%
KWM
69
Kingsview Wealth Management
Oregon
$4.45M 93,223 +1,314 +1%
FM
70
Foster & Motley
Ohio
$4.26M 89,085 -6,034 -6%
CL
71
COWA LLC
Oklahoma
$4.07M 85,120 +34,218 +67%
MWM
72
Madison Wealth Management
Ohio
$4.04M 84,509 +5,418 +7%
CWA
73
Consilium Wealth Advisory
Texas
$3.92M 81,989 +14,113 +21%
CFO
74
Collective Family Office
Pennsylvania
$3.89M 81,440 +73,519 +928%
SWM
75
Shakespeare Wealth Management
Wisconsin
$3.79M 79,262 +32 +0%