FNDX icon

Schwab Fundamental US Large Company Index ETF

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 4 reducing their positions, and 39 closing their positions.

Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
504
Reduced
4
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AFS
101
Access Financial Services
Minnesota
$8.17M 344,895 +239,933 +229%
PJSIMP
102
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.02M 338,780 +229,921 +211%
ACS
103
Archford Capital Strategies
Illinois
$8.01M 338,303 +20,563 +6%
AG
104
AlTi Global
New York
$7.92M 334,418 +229,421 +219%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.91M 333,983 +238,440 +250%
AIM
106
Alhambra Investment Management
Florida
$7.43M 313,653 +230,424 +277%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$7.41M 313,012 +227,259 +265%
AT
108
American Trust
Kentucky
$7.39M 312,165 +170,109 +120%
RFA
109
Rollins Financial Advisors
New York
$7.39M 312,121 +213,027 +215%
FWM
110
Foguth Wealth Management
Michigan
$7.34M 297,584 +211,355 +245%
VP
111
Verum Partners
North Carolina
$7.08M 298,898 +188,330 +170%
WSFS
112
Wilmington Savings Fund Society
Delaware
$7.06M 297,986 +197,615 +197%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$7.03M 297,055 +205,285 +224%
KWM
114
Kingsview Wealth Management
Oregon
$6.94M 293,164 +192,346 +191%
SAW
115
Signal Advisors Wealth
Michigan
$6.93M 292,791 +205,743 +236%
PS
116
Principal Securities
Iowa
$6.88M 290,724 +200,433 +222%
AFA
117
AA Financial Advisors
Ohio
$6.72M 283,744 +189,880 +202%
QC
118
Quadrature Capital
United Kingdom
$6.67M 281,919 +281,919 New
LIM
119
Leavell Investment Management
Alabama
$6.57M 277,346 +184,029 +197%
FM
120
Foster & Motley
Ohio
$6.39M 269,881 +174,390 +183%
MPW
121
Magnolia Private Wealth
Pennsylvania
$6.31M 266,379 +266,379 New
JAG
122
Journey Advisory Group
Kentucky
$6.27M 93,641
PWSG
123
Pacific Wealth Strategies Group
California
$6.24M 263,384 +176,877 +204%
CAM
124
Cidel Asset Management
Ontario, Canada
$6.17M 260,493 +173,662 +200%
GAM
125
Gotham Asset Management
New York
$5.73M 242,035 +176,933 +272%