We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 106

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

4.73% more ownership

Funds ownership: 243.73%248.46% (+4.7%)

0% less capital invested

Capital invested by funds: $8.7B → $8.66B (-$37.9M)

1% less funds holding

Funds holding: 388386 (-2)

7% less funds holding in top 10

Funds holding in top 10: 4643 (-3)

Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.15%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$242K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$12.3M +$505K +27,543 +4%
AIA
52
Arcadia Investment Advisors
Idaho
$11.8M +$95.3K +5,193 +0.8%
BWA
53
Burt Wealth Advisors
Maryland
$11.4M -$30.4K -1,656 -0.3%
EWP
54
Elevation Wealth Partners
California
$10.9M +$10.9M +593,349 New
HTC
55
Haverford Trust Company
Pennsylvania
$10.7M +$996K +54,300 +10%
NCM
56
Northland Capital Management
Minnesota
$10.3M -$2.54M -138,330 -20%
CCA
57
Cobblestone Capital Advisors
New York
$9.79M -$142K -7,719 -1%
WPIC
58
White Pine Investment Company
Michigan
$9.77M +$128K +7,002 +1%
OWM
59
Opes Wealth Management
California
$9.59M -$110K -5,985 -1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$9.44M +$864K +47,085 +10%
CPC
61
Consolidated Planning Corp
Georgia
$9.13M -$128K -6,969 -1%
RF
62
RHS Financial
California
$8.75M +$470K +25,635 +6%
Cerity Partners
63
Cerity Partners
New York
$8.74M +$1.72M +93,618 +24%
TA
64
Tiedemann Advisors
New York
$8.45M -$72.8K -3,966 -0.9%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$8.37M +$208K +11,313 +3%
LFA
66
Legend Financial Advisors
Pennsylvania
$7.28M +$33.2K +1,812 +0.5%
SFP
67
Sterling Financial Planning
New Jersey
$6.96M +$458K +24,960 +7%
LWM
68
Liberty Wealth Management
California
$6.09M +$6.06M +330,258 New
FANJ
69
Financial Architects (New Jersey)
New Jersey
$5.99M +$361K +19,677 +6%
GW
70
GW & Wade
Massachusetts
$5.23M +$288K +15,705 +6%
KWM
71
Kingsview Wealth Management
Oregon
$5.18M -$38.4K -2,094 -0.7%
FM
72
Foster & Motley
Ohio
$4.89M -$94.2K -5,136 -2%
ES
73
Eagle Strategies
New York
$4.81M +$3.56M +193,959 +282%
CAM
74
Cidel Asset Management
Ontario, Canada
$4.61M
VP
75
Verum Partners
North Carolina
$4.58M +$204K +11,142 +5%