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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

357 hedge funds and large institutions have $7.21B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 143 increasing their positions, 115 reducing their positions, and 70 closing their positions.

Holders
357
Holders Change
-39
Holders Change %
-9.85%
% of All Funds
6.04%
Holding in Top 10
38
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5%
% of All Funds
0.64%
New
35
Increased
143
Reduced
115
Closed
70
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$5.69B
2
BWL
2
Bogart Wealth LLC
Virginia
$23.8M
3
CW
3
Connectus Wealth
Ohio
$15.5M
4
BIA
4
Bell Investment Advisors
California
$11.1M
5
AA
5
Ashford Advisors
New York
$34.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$31.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$28.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$313K
5
AWM
5
AE Wealth Management
Kansas
$912K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Cambridge Advisors
Nebraska
$1.99M 39,055 +1,610 +4%
EWA
102
Exencial Wealth Advisors
Oklahoma
$1.97M 38,779 +3,728 +11%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$1.95M 38,298 +12,458 +48%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$1.91M 37,484 +5,432 +17%
WCM
105
Whitener Capital Management
North Carolina
$1.87M 36,691 +723 +2%
GFP
106
Guardian Financial Partners
California
$1.86M 36,556 +1,308 +4%
ZIMP
107
Zimmermann Investment Management & Planning
Pennsylvania
$1.84M 36,124 -8,164 -18%
JBA
108
Johnson Bixby & Associates
Washington
$1.79M 35,206 +28,376 +415%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$1.76M 34,614 +4,863 +16%
EWM
110
Empirical Wealth Management
Washington
$1.76M 34,599 -1,337 -4%
IIC
111
Ironwood Investment Counsel
Arizona
$1.75M 34,399 +5,180 +18%
FNC
112
First National Corp
Massachusetts
$1.73M 33,935 +237 +0.7%
5L
113
55I LLC
Massachusetts
$1.66M 32,570 -14,363 -31%
JWM
114
Janiczek Wealth Management
Colorado
$1.65M 30,320 -127 -0.4%
AF
115
Advisornet Financial
Minnesota
$1.59M 31,283 -9,153 -23%
CFO
116
CVA Family Office
Colorado
$1.55M 30,468 +11 +0%
APW
117
Austin Private Wealth
Texas
$1.55M 30,451 -4,921 -14%
E
118
Ergoteles
New York
$1.52M 29,865 +29,865 New
VFA
119
Valeo Financial Advisors
Indiana
$1.46M 28,635 -207 -0.7%
CG
120
Colony Group
Massachusetts
$1.39M 27,204 -1,951 -7%
SWM
121
Spire Wealth Management
Virginia
$1.38M 27,025 -47,958 -64%
CA
122
Continuum Advisory
Idaho
$1.36M 26,723 -14,469 -35%
APC
123
Asset Planning Corporation
Tennessee
$1.34M 26,333 +864 +3%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$1.34M 26,308 -3,139 -11%
HG
125
Harbor Group
New Hampshire
$1.34M 26,301 -1,420 -5%
3 4
5
6 7