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Schwab Fundamental US Large Company Index ETF
FNDX

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.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

24% more capital invested

Capital invested by funds: $7.03B → $8.7B (+$1.67B)

18% more funds holding in top 10

Funds holding in top 10: 39 → 46 (+7)

10% more funds holding

Funds holding: 354 → 388 (+34)

2.38% less ownership

Funds ownership: 246.11% → 243.73% (-2.4%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
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
Charles Schwab Investment Advisory
California
+$52M
2
PAG
Private Advisor Group
New Jersey
+$32.5M
3
RWM
Reston Wealth Management
Virginia
+$22.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21.9M
5
NB
Northwest Bancshares
Pennsylvania
+$21.8M

Top Sellers

1
WTA
Washington Trust Advisors
Massachusetts
-$39.3M
2
PPW
Pasadena Private Wealth
California
-$12.3M
3
CW
Connectus Wealth
Ohio
-$9.82M
4
ML
McAdam LLC
Pennsylvania
-$9.19M
5
Morgan Stanley
Morgan Stanley
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
76
Consilium Wealth Advisory
Texas
$4.4M +$20.5K +1,158 +0.5%
CL
77
COWA LLC
Oklahoma
$4.39M -$160K -9,045 -4%
VP
78
Verum Partners
North Carolina
$4.26M +$4.23M +239,208 New
SWM
79
Shakespeare Wealth Management
Wisconsin
$4.25M +$18.4K +1,041 +0.4%
YAL
80
Your Advocates Ltd
Texas
$4.19M +$3.23M +182,406 +345%
Prudential Financial
81
Prudential Financial
New Jersey
$4.08M +$866K +48,921 +27%
RTL
82
Red Tortoise LLC
Georgia
$3.92M +$3.9M +220,248 New
RJFSA
83
Raymond James Financial Services Advisors
Florida
$3.67M -$122K -6,897 -3%
DSA
84
Droms Strauss Advisors
Missouri
$3.63M -$21K -1,185 -0.6%
GC
85
Gratus Capital
Georgia
$3.62M -$423K -23,931 -11%
CFO
86
Collective Family Office
Pennsylvania
$3.62M -$723K -40,842 -17%
IIC
87
Ironwood Investment Counsel
Arizona
$3.61M +$945K +53,433 +36%
CAC
88
Certified Advisory Corp
Florida
$3.53M +$116K +6,576 +3%
CFO
89
CVA Family Office
Colorado
$3.52M +$331K +18,699 +10%
PWSG
90
Pacific Wealth Strategies Group
California
$3.47M +$37.4K +2,112 +1%
EWA
91
Exencial Wealth Advisors
Oklahoma
$3.47M +$267K +15,117 +8%
PJSIMP
92
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.35M +$2.41M +135,957 +260%
BWM
93
Baystate Wealth Management
Massachusetts
$3.29M +$2.63M +148,713 +415%
AC
94
Avant Capital
Louisiana
$3.25M -$61.7K -3,489 -2%
RWRC
95
R.W. Roge & Company
New York
$3.06M -$202K -11,406 -6%
RJA
96
Raymond James & Associates
Florida
$3.06M -$147K -8,313 -5%
SA
97
Scarborough Advisors
Maryland
$2.94M +$2.92M +165,021 New
MML Investors Services
98
MML Investors Services
Massachusetts
$2.89M +$74.1K +4,188 +3%
LIM
99
Leavell Investment Management
Alabama
$2.72M +$457K +25,845 +20%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$2.59M +$2.57M +145,296 New
2 3
4
5 6

FNDX Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.7B — up 24% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.

  • 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
  • Funds reported $8.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2022.