FNDX icon

Schwab Fundamental US Large Company Index ETF

167 hedge funds and large institutions have $3.93B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.62%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
27
Increased
68
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$660K +$33.4K +2,637 +5%
AWM
77
Altium Wealth Management
New York
$641K +$6.15K +486 +1%
CG
78
Colony Group
Massachusetts
$595K +$78.2K +6,183 +15%
APSP
79
Asset Planning Services (Pennsylvania)
Pennsylvania
$589K -$23.3K -1,845 -4%
SCM
80
SOL Capital Management
Maryland
$588K
TRCT
81
Tower Research Capital (TRC)
New York
$561K +$561K +44,367 New
AIA
82
Arcadia Investment Advisors
Idaho
$508K
LA
83
LVW Advisors
New York
$503K +$503K +39,732 New
BCWM
84
Bartlett & Co Wealth Management
Ohio
$487K +$90.1K +7,125 +23%
BC
85
Bartlett & Co
Ohio
$487K +$90K +7,125 +23%
PCMC
86
Private Capital Management (Colorado)
Colorado
$468K +$2.54K +201 +0.5%
NEGWA
87
New England Guild Wealth Advisors
Connecticut
$411K +$1.98K +156 +0.5%
William Blair & Company
88
William Blair & Company
Illinois
$389K -$8.2K -648 -2%
Mariner
89
Mariner
Kansas
$389K +$389K +30,747 New
BC
90
Burleson & Co
California
$375K +$2.04K +156 +0.5%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$371K +$371K +29,325 New
MCM
92
Mengis Capital Management
Oregon
$370K -$20.1K -1,590 -5%
OIA
93
OneDigital Investment Advisors
Kansas
$361K -$53.1K -4,200 -13%
EWM
94
Empirical Wealth Management
Washington
$357K +$81.7K +6,453 +30%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$355K +$94.8K +7,500 +36%
BMM
96
Berkshire Money Management
Massachusetts
$336K +$21.5K +1,695 +7%
Wealthfront Advisers
97
Wealthfront Advisers
California
$316K -$60.2K -4,764 -16%
FWM
98
Foresight Wealth Management
Utah
$312K +$312K +24,660 New
SB
99
Suntrust Banks
Georgia
$309K
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$293K +$7.02K +555 +2%