FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.96B
2
AA
2
ALPS Advisors
Colorado
$39.7M
3
PA
3
Prism Advisors
California
$10.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$37.6M
5
CC
5
Callan Capital
California
$61.3M

Top Sellers

1
AIA
1
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
2
Arlington Financial Advisors
California
$19.6M
3
TWM
3
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
4
Cerity Partners
New York
$1.76M
5
NB
5
Northwest Bancshares
Pennsylvania
$111M
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$5.48M 293,475 +15,480 +6%
GW
77
GW & Wade
Massachusetts
$5.33M 285,501 +12 +0%
MWM
78
Madison Wealth Management
Ohio
$5.23M 280,539 +22,278 +9%
LTL
79
Lowery Thomas LLC
California
$4.97M 266,160 +10,473 +4%
NHC
80
Nicholas Hoffman & Company
Georgia
$4.93M 264,414 +20,055 +8%
FM
81
Foster & Motley
Ohio
$4.93M 264,015 -15,501 -6%
CAM
82
Cidel Asset Management
Ontario, Canada
$4.75M 254,613 +3,759 +1%
CAC
83
Certified Advisory Corp
Florida
$4.65M 249,243 +48,417 +24%
VP
84
Verum Partners
North Carolina
$4.63M 248,310 +21,375 +9%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$4.51M 241,674 +38,640 +19%
MWM
86
Meridian Wealth Management
Kentucky
$4.45M 238,650 +238,650 New
LIM
87
Leavell Investment Management
Alabama
$4.45M 238,230 +66,990 +39%
AFS
88
Access Financial Services
Minnesota
$4.43M 237,564 +7,002 +3%
CFO
89
Collective Family Office
Pennsylvania
$4.13M 221,214 -7,470 -3%
PWSG
90
Pacific Wealth Strategies Group
California
$4.12M 220,749 +34,992 +19%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$4.09M 219,174 +11,250 +5%
IIC
92
Ironwood Investment Counsel
Arizona
$4.01M 214,857 +8,289 +4%
SWM
93
Shakespeare Wealth Management
Wisconsin
$4M 214,326 – –
RTL
94
Red Tortoise LLC
Georgia
$3.84M 205,644 +5,679 +3%
MML Investors Services
95
MML Investors Services
Massachusetts
$3.82M 204,759 +14,631 +8%
AC
96
Avant Capital
Louisiana
$3.82M 204,597 +2,739 +1%
DSA
97
Droms Strauss Advisors
Missouri
$3.76M 201,771 -2,496 -1%
CFO
98
CVA Family Office
Colorado
$3.68M 197,496 +24 +0%
EWA
99
Exencial Wealth Advisors
Oklahoma
$3.65M 195,702 -321 -0.2%
RWRC
100
R.W. Roge & Company
New York
$3.57M 200,487 -1,998 -1%
2 3
4
5 6