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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
76
Consilium Wealth Advisory
Texas
$4.4M 82,375 +386 +0.5%
CL
77
COWA LLC
Oklahoma
$4.39M 82,105 -3,015 -4%
VP
78
Verum Partners
North Carolina
$4.26M 79,736 +79,736 New
SWM
79
Shakespeare Wealth Management
Wisconsin
$4.25M 79,609 +347 +0.4%
YAL
80
Your Advocates Ltd
Texas
$4.19M 78,437 +60,802 +345%
Prudential Financial
81
Prudential Financial
New Jersey
$4.08M 76,330 +16,307 +27%
RTL
82
Red Tortoise LLC
Georgia
$3.92M 73,416 +73,416 New
RJFSA
83
Raymond James Financial Services Advisors
Florida
$3.67M 68,602 -2,299 -3%
DSA
84
Droms Strauss Advisors
Missouri
$3.63M 67,798 -395 -0.6%
GC
85
Gratus Capital
Georgia
$3.62M 67,832 -7,977 -11%
CFO
86
Collective Family Office
Pennsylvania
$3.62M 67,826 -13,614 -17%
IIC
87
Ironwood Investment Counsel
Arizona
$3.61M 67,547 +17,811 +36%
CAC
88
Certified Advisory Corp
Florida
$3.53M 66,053 +2,192 +3%
CFO
89
CVA Family Office
Colorado
$3.52M 65,910 +6,233 +10%
PWSG
90
Pacific Wealth Strategies Group
California
$3.47M 64,950 +704 +1%
EWA
91
Exencial Wealth Advisors
Oklahoma
$3.47M 64,860 +5,039 +8%
PJSIMP
92
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.35M 62,723 +45,319 +260%
BWM
93
Baystate Wealth Management
Massachusetts
$3.29M 61,514 +49,571 +415%
AC
94
Avant Capital
Louisiana
$3.25M 60,881 -1,163 -2%
RWRC
95
R.W. Roge & Company
New York
$3.06M 57,307 -3,802 -6%
RJA
96
Raymond James & Associates
Florida
$3.06M 57,213 -2,771 -5%
SA
97
Scarborough Advisors
Maryland
$2.94M 55,007 +55,007 New
MML Investors Services
98
MML Investors Services
Massachusetts
$2.89M 54,056 +1,396 +3%
LIM
99
Leavell Investment Management
Alabama
$2.72M 50,970 +8,615 +20%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$2.59M 48,432 +48,432 New
2 3
4
5 6