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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 Market Value Shares Shares
Change 		Shares
Change %
WCM
76
Whitener Capital Management
North Carolina
$1.8M 104,466 -3,540 -3%
SWM
77
Spire Wealth Management
Virginia
$1.66M 96,396 +96,396 New
JWM
78
Janiczek Wealth Management
Colorado
$1.61M 93,552 -2,016 -2%
HG
79
Harbor Group
New Hampshire
$1.61M 91,485 -3,081 -3%
PA
80
PFG Advisors
Arizona
$1.59M 92,157 +4,008 +5%
AF
81
Advisornet Financial
Minnesota
$1.47M 85,134 -3,579 -4%
APC
82
Asset Planning Corporation
Tennessee
$1.37M 79,632 -1,995 -2%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$1.37M 79,482 +12,489 +19%
MAM
84
Madison Asset Management
Wisconsin
$1.36M 78,906 -559,164 -88%
CFO
85
CVA Family Office
Colorado
$1.35M 78,570 +3 +0%
IIC
86
Ironwood Investment Counsel
Arizona
$1.31M 75,852 +2,184 +3%
RJA
87
Raymond James & Associates
Florida
$1.29M 74,784 -26,979 -27%
JCIA
88
Jackson Creek Investment Advisors
Colorado
$1.28M 74,265 +5,355 +8%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$1.23M 71,208 -1,959 -3%
Comerica Bank
90
Comerica Bank
Texas
$1.2M 67,467 +10,224 +18%
CA
91
Cambridge Advisors
Nebraska
$1.18M 68,199 +90 +0.1%
Wealth Enhancement Advisory Services
92
Wealth Enhancement Advisory Services
Minnesota
$1.1M 62,694 +54 +0.1%
TNA
93
True North Advisors
Texas
$1.07M 61,932 +10,179 +20%
HighTower Advisors
94
HighTower Advisors
Illinois
$1.04M 60,204 +1,317 +2%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$1M 58,083 +58,083 New
LIA
96
LBMC Investment Advisors
Tennessee
$989K 57,414 +2,037 +4%
FWP
97
FAS Wealth Partners
Kansas
$943K 54,753 -2,253 -4%
FSWA
98
Financial Synergies Wealth Advisors
Texas
$932K 54,114 -3,225 -6%
FVWA
99
Foster Victor Wealth Advisors
South Carolina
$931K 53,139 -3,720 -7%
AP
100
Adero Partners
California
$890K 51,660 -2,508 -5%
2 3
4
5 6