FNDX icon

Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
101
Kingsview Wealth Management
Oregon
$6.33M 94,579 -411 -0.4%
IIC
102
Ironwood Investment Counsel
Arizona
$6.25M 93,291 +12,752 +16%
AFA
103
AA Financial Advisors
Ohio
$6.19M 92,366 -1,358 -1%
MML Investors Services
104
MML Investors Services
Massachusetts
$6.1M 91,016 +10,112 +12%
RFA
105
Rollins Financial Advisors
New York
$6.01M 89,656 +5,585 +7%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$5.98M 89,280 +4,136 +5%
AWA
107
Arete Wealth Advisors
Illinois
$5.92M 88,560 +3,953 +5%
LIM
108
Leavell Investment Management
Alabama
$5.85M 86,969 +334 +0.4%
CAM
109
Cidel Asset Management
Ontario, Canada
$5.68M 84,871
UFAC
110
Urban Financial Advisory Corp
Illinois
$5.6M 83,679 +56,957 +213%
PWSG
111
Pacific Wealth Strategies Group
California
$5.4M 80,673 +1,988 +3%
PS
112
Principal Securities
Iowa
$5.23M 78,140 +9,614 +14%
CPP
113
Capasso Planning Partners
South Carolina
$5.15M 76,855 +73,418 +2,136%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$4.92M 73,514 +15,208 +26%
RTL
115
Red Tortoise LLC
Georgia
$4.91M 73,305 -1 -0%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$4.9M 73,222 +7,579 +12%
AIM
117
Alhambra Investment Management
Florida
$4.79M 71,443 +48,562 +212%
DC
118
Darrow Company
Massachusetts
$4.72M 70,473 -494 -0.7%
ZIMP
119
Zimmermann Investment Management & Planning
Pennsylvania
$4.58M 68,441 -9,629 -12%
CFO
120
CVA Family Office
Colorado
$4.58M 68,368
EWA
121
Exencial Wealth Advisors
Oklahoma
$4.57M 68,171 -3,762 -5%
AWE
122
Avidian Wealth Enterprises
Texas
$4.47M 66,758 +3,832 +6%
CFO
123
Collective Family Office
Pennsylvania
$4.43M 66,120 +3,940 +6%
FWM
124
Foguth Wealth Management
Michigan
$4.43M 66,110 +12,069 +22%
DSA
125
Droms Strauss Advisors
Missouri
$4.4M 65,671 -371 -0.6%