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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

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.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
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
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
101
FCA Corp
Texas
$2.59M 48,419 -1,996 -4%
PGFC
102
Peapack-Gladstone Financial Corp
New Jersey
$2.58M 48,348 +16,890 +54%
AWE
103
Avidian Wealth Enterprises
Texas
$2.57M 48,071 +219 +0.5%
Wells Fargo
104
Wells Fargo
California
$2.53M 47,392 +150 +0.3%
VNA
105
Valley National Advisers
Pennsylvania
$2.51M 45,205 -6,318 -12%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$2.47M 46,146 -47,330 -51%
QCG
107
Quadrant Capital Group
Ohio
$2.37M 44,268 -71,643 -62%
WANY
108
Wealthspire Advisors (New York)
New York
$2.35M 43,927 -3,596 -8%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$2.35M 43,880 +1,064 +2%
JBA
110
Johnson Bixby & Associates
Washington
$2.3M 42,967 +522 +1%
LAM
111
Lakewood Asset Management
Illinois
$2.29M 42,843 +42,843 New
Truist Financial
112
Truist Financial
North Carolina
$2.27M 42,492 -2,438 -5%
GFP
113
Guardian Financial Partners
California
$2.25M 42,172 +1,139 +3%
PWM
114
Perigon Wealth Management
California
$2.23M 41,695 +33,902 +435%
AWM
115
AE Wealth Management
Kansas
$2.21M 41,433 -5,045 -11%
NHC
116
Nicholas Hoffman & Company
Georgia
$2.17M 40,521 +40,521 New
CA
117
Cambridge Advisors
Nebraska
$2.16M 40,354 +964 +2%
SCM
118
Sebold Capital Management
Illinois
$2.1M 39,244 +39,244 New
APW
119
Austin Private Wealth
Texas
$2.04M 38,135 +11,131 +41%
WCM
120
Whitener Capital Management
North Carolina
$1.96M 36,694 -47 -0.1%
CAN
121
Cetera Advisor Networks
California
$1.94M 36,241 +12,599 +53%
PFS
122
Prospera Financial Services
Texas
$1.91M 35,740 -1,182 -3%
VFA
123
Valeo Financial Advisors
Indiana
$1.86M 34,816 +6,907 +25%
JWM
124
Janiczek Wealth Management
Colorado
$1.76M 31,522 +2,016 +7%
AF
125
Advisornet Financial
Minnesota
$1.71M 32,015 -107 -0.3%
3 4
5
6 7