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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

362 hedge funds and large institutions have $7.5B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 79 reducing their positions, and 23 closing their positions.

Holders
362
Holders Change
+60
Holders Change %
+19.87%
% of All Funds
5.59%
Holding in Top 10
36
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+44%
% of All Funds
0.56%
New
89
Increased
136
Reduced
79
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$368M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$188M
3
CSIA
3
Charles Schwab Investment Advisory
California
$5.3B
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$126M
5
NB
5
Northwest Bancshares
Pennsylvania
$46.6M

Top Sellers

1
CST
1
Charles Schwab Trust
Nevada
$4.24M
2
Truist Financial
2
Truist Financial
North Carolina
$664K
3
OFG
3
Oxford Financial Group
Indiana
$31.5M
4
FC
4
FCA Corp
Texas
$3.14M
5
SL
5
Systelligence LLC
Minnesota
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
76
Avant Capital
Louisiana
$3.51M 59,879 +59,879 New
Prudential Financial
77
Prudential Financial
New Jersey
$3.46M 60,018 +3,559 +6%
BCM
78
BlueCrest Capital Management
Jersey
$3.41M 58,150 +52,965 +1,022%
AWE
79
Avidian Wealth Enterprises
Texas
$3.23M 55,125 +55,125 New
FC
80
FCA Corp
Texas
$3.14M 53,621 -52,809 -50%
CAM
81
Cidel Asset Management
Ontario, Canada
$3.1M 52,900 +52,900 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$3.07M 52,407 -7,898 -13%
Goldman Sachs
83
Goldman Sachs
New York
$2.78M 47,470 +47,470 New
5L
84
55I LLC
Massachusetts
$2.75M 46,908 +17,485 +59%
WANY
85
Wealthspire Advisors (New York)
New York
$2.72M 46,419 -9 -0%
TNA
86
True North Advisors
Texas
$2.69M 45,847 +1,284 +3%
VNA
87
Valley National Advisers
Pennsylvania
$2.6M 44,398 -474 -1%
CWA
88
Centennial Wealth Advisory
Michigan
$2.54M 43,374 +43,374 New
SWM
89
Spire Wealth Management
Virginia
$2.36M 39,395 +5,229 +15%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$2.33M 39,820 +6,701 +20%
PFS
91
Prospera Financial Services
Texas
$2.26M 38,565 +18,488 +92%
JWM
92
Janiczek Wealth Management
Colorado
$2.26M 38,541 +350 +0.9%
FNC
93
First National Corp
Massachusetts
$2.25M 38,367 – –
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$2.22M 37,833 +37,833 New
CWM
95
Cedar Wealth Management
California
$2.2M 37,608 -1,325 -3%
APW
96
Austin Private Wealth
Texas
$2.2M 37,514 -8,274 -18%
IA
97
IFP Advisors
Florida
$2.16M 36,952 +31,682 +601%
CA
98
Continuum Advisory
Idaho
$2.13M 36,403 +9,924 +37%
GW
99
GW & Wade
Massachusetts
$2.09M 35,707 -242 -0.7%
WCM
100
Whitener Capital Management
North Carolina
$2.09M 35,678 -324 -0.9%
2 3
4
5 6