FNDX icon

Schwab Fundamental US Large Company Index ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
CFA
101
Carroll Financial Associates
North Carolina
$2.01M 34,384 -382 -1%
AF
102
Advisornet Financial
Minnesota
$2M 34,175 +4,010 +13%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$1.99M 33,881 +13,924 +70%
GFP
104
Guardian Financial Partners
California
$1.97M 33,552 +33,552 New
VFA
105
Valeo Financial Advisors
Indiana
$1.84M 31,430 -428 -1%
CA
106
Cambridge Advisors
Nebraska
$1.81M 30,890 +5,288 +21%
PA
107
PFG Advisors
Arizona
$1.76M 30,018 +216 +0.7%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$1.74M 29,641 -397 -1%
HG
109
Harbor Group
New Hampshire
$1.68M 28,705 +73 +0.3%
CFO
110
CVA Family Office
Colorado
$1.59M 27,101 -1,786 -6%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$1.57M 26,858 -338 -1%
RJA
112
Raymond James & Associates
Florida
$1.53M 26,084 +171 +0.7%
RWRC
113
R.W. Roge & Company
New York
$1.52M 26,877 +26,877 New
IIC
114
Ironwood Investment Counsel
Arizona
$1.52M 25,910 -807 -3%
MAM
115
Madison Asset Management
Wisconsin
$1.51M 25,834 -468 -2%
APC
116
Asset Planning Corporation
Tennessee
$1.51M 25,797 -394 -2%
CAC
117
Certified Advisory Corp
Florida
$1.46M 24,902 +6,115 +33%
AA
118
Addison Advisors
Vermont
$1.45M 24,670 -40 -0.2%
SPWM
119
Schrum Private Wealth Management
Florida
$1.39M 23,788 +23,788 New
NFG
120
Next Financial Group
Texas
$1.39M 23,717 +18,195 +330%
MML Investors Services
121
MML Investors Services
Massachusetts
$1.37M 23,313 +11,927 +105%
AI
122
Atria Investments
North Carolina
$1.36M 23,251 +23,251 New
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$1.35M 22,557 +6,225 +38%
EWM
124
Empirical Wealth Management
Washington
$1.31M 22,346 +2,421 +12%
JCIA
125
Jackson Creek Investment Advisors
Colorado
$1.31M 22,294 -677 -3%