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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
2
Ameriprise
Minnesota
$40.9M
3
CC
3
Callan Capital
California
$54.1M
4
SEIA
4
Signature Estate & Investment Advisors
California
$148M
5
NB
5
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
SL
2
Systelligence LLC
Minnesota
$10.2M
3
LWM
3
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.3M
5
CWA
5
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
101
Leavell Investment Management
Alabama
$3.29M +$299K +15,585 +10%
GC
102
Gratus Capital
Georgia
$3.17M -$278K -14,493 -8%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$3.14M +$71.7K +3,735 +2%
REMPR
104
Roof Eidam Maycock Peralta (REMP)
California
$2.93M -$592K -30,852 -17%
USCWA
105
U.S. Capital Wealth Advisors
Texas
$2.87M +$793K +41,340 +38%
Wells Fargo
106
Wells Fargo
California
$2.76M +$45.1K +2,352 +2%
JWM
107
Janiczek Wealth Management
Colorado
$2.72M +$41K +2,136 +2%
JBA
108
Johnson Bixby & Associates
Washington
$2.7M -$170K -8,859 -6%
WANY
109
Wealthspire Advisors (New York)
New York
$2.65M -$119K -6,192 -4%
RJA
110
Raymond James & Associates
Florida
$2.64M +$28.2K +1,470 +1%
FC
111
FCA Corp
Texas
$2.62M -$189K -9,867 -7%
TPA
112
Trivium Point Advisory
Connecticut
$2.61M +$1.06M +55,242 +68%
LAM
113
Lakewood Asset Management
Illinois
$2.58M -$7.83K -408 -0.3%
GVAG
114
Great Valley Advisor Group
Delaware
$2.48M +$654K +34,089 +36%
RF
115
Rollins Financial
Georgia
$2.45M +$406K +21,135 +20%
Jane Street
116
Jane Street
New York
$2.42M +$2.42M +126,081 New
TNA
117
True North Advisors
Texas
$2.38M +$2.38M +124,206 New
CA
118
Cambridge Advisors
Nebraska
$2.34M +$173 +9 +0%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$2.3M +$124K +6,483 +6%
SCM
120
Sebold Capital Management
Illinois
$2.17M -$80.3K -4,185 -4%
CAN
121
Cetera Advisor Networks
California
$2.15M +$202K +10,521 +10%
APW
122
Austin Private Wealth
Texas
$2.15M -$33.6K -1,752 -2%
EWM
123
Empirical Wealth Management
Washington
$2.15M +$208K +10,815 +11%
PAS
124
Park Avenue Securities
New York
$2.14M +$550K +28,650 +35%
FFWA
125
FRG Family Wealth Advisors
Washington
$2.11M +$39.9K +2,079 +2%
3 4
5
6 7