FNDX icon

Schwab Fundamental US Large Company Index ETF

167 hedge funds and large institutions have $3.93B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.62%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
27
Increased
68
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$281K +$166K +13,134 +145%
EAM
102
Evanson Asset Management
California
$280K
DACG
103
Donor Advised Charitable Giving
California
$275K +$1.52K +120 +0.6%
CP
104
Camelot Portfolios
Ohio
$274K +$274K +21,654 New
CWM
105
Cedar Wealth Management
California
$267K +$256K +20,193 +2,297%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$254K +$254K +20,073 New
NDSI
107
Newman Dignan & Sheerar Inc
Rhode Island
$245K -$8.26K -654 -3%
LWAC
108
Laurel Wealth Advisors (California)
California
$228K +$1.1K +87 +0.5%
JPMPWA
109
J.P. Morgan Private Wealth Advisors
California
$227K -$1.17M -92,742 -84%
Luther King Capital Management (LKCM)
110
Luther King Capital Management (LKCM)
Texas
$220K
TF
111
Trek Financial
Arizona
$212K +$212K +16,788 New
NCM
112
Next Capital Management
New York
$201K -$22.2K -1,755 -10%
BEAM
113
Baker Ellis Asset Management
Washington
$194K +$38K +3,000 +24%
PO
114
Private Ocean
California
$147K -$1.02M -80,826 -87%
HCA
115
Horan Capital Advisors
Ohio
$94K +$94K +7,425 New
FHA
116
First Horizon Advisors
Tennessee
$90K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$77K -$110K -6,030 -59%
FRA
118
Front Row Advisors
California
$76K
SFSIG
119
San Francisco Sentry Investment Group
California
$65K
SIAS
120
Shine Investment Advisory Services
Colorado
$61K -$2.26K -180 -4%
US Bancorp
121
US Bancorp
Minnesota
$56K -$15.2K -1,209 -21%
Wells Fargo
122
Wells Fargo
California
$55K -$40.8K -3,207 -43%
BWM
123
Baystate Wealth Management
Massachusetts
$52K -$4.05K -309 -7%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$50K +$31.8K +2,544 +174%
DWM
125
Destination Wealth Management
California
$44K -$39.6K -3,153 -47%