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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$229M
2
CPG
2
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
3
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
5
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
1
Prism Advisors
California
$708K
2
CFA
2
Cahill Financial Advisors
Minnesota
$23M
3
NB
3
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
MAI Capital Management
Ohio
$7.57M +$75.1K +3,138 +1%
AG
102
AlTi Global
New York
$7.53M -$471K -19,710 -6%
AFS
103
Access Financial Services
Minnesota
$7.53M +$240K +10,053 +3%
MIA
104
Milestone Investment Advisors
Wisconsin
$7.52M +$394K +16,464 +6%
KWM
105
Kingsview Wealth Management
Oregon
$7.23M +$448K +18,717 +7%
WSFS
106
Wilmington Savings Fund Society
Delaware
$7.2M +$7.2M +301,113 New
RFA
107
Rollins Financial Advisors
New York
$7.11M +$677K +28,314 +11%
MML Investors Services
108
MML Investors Services
Massachusetts
$6.86M +$325K +13,581 +5%
FM
109
Foster & Motley
Ohio
$6.85M -$136K -5,670 -2%
AFA
110
AA Financial Advisors
Ohio
$6.74M +$107K +4,494 +2%
LIM
111
Leavell Investment Management
Alabama
$6.7M +$456K +19,044 +7%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$6.59M +$179K +7,470 +3%
PS
113
Principal Securities
Iowa
$6.48M +$872K +36,453 +16%
JAG
114
Journey Advisory Group
Kentucky
$6.27M -$201K -9,000 -3%
SAW
115
Signal Advisors Wealth
Michigan
$6.25M +$6.25M +261,144 New
CAM
116
Cidel Asset Management
Ontario, Canada
$6.23M +$141K +5,880 +2%
PWSG
117
Pacific Wealth Strategies Group
California
$6.21M +$419K +17,502 +7%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$6.15M +$878K +36,717 +17%
FWM
119
Foguth Wealth Management
Michigan
$6.14M +$1.43M +60,357 +30%
AIM
120
Alhambra Investment Management
Florida
$5.97M +$846K +35,358 +16%
DC
121
Darrow Company
Massachusetts
$5.74M +$689K +28,806 +14%
RTL
122
Red Tortoise LLC
Georgia
$5.31M +$47.4K +1,980 +0.9%
GFP
123
Guardian Financial Partners
California
$4.98M +$312K +13,059 +7%
CL
124
COWA LLC
Oklahoma
$4.89M +$2.36M +98,805 +94%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$4.89M +$3.13M +392,619 +179%
3 4
5
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