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Schwab Fundamental US Large Company Index ETF
FNDX
FNDX
128 hedge funds and large institutions have $3.3B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
167% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 9
57% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 30
13% more funds holding
Funds holding: 113 → 128 (+15)
6% more capital invested
Capital invested by funds: $3.11B → $3.3B (+$184M)
0.02% more ownership
Funds ownership: 249.67% → 249.69% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Holders
128
Holders Change
+15
Holders Change %
+13.27%
% of All Funds
2.93%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
24
Increased
47
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$293M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$5.5M |
| 3 |
Jane Street
New York
|
+$5.1M |
| 4 |
TA
Tiedemann Advisors
New York
|
+$3.15M |
| 5 |
OFG
Oxford Financial Group
Carmel,
Indiana
|
+$3.06M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SHJ
126
Sharkey, Howes & Javer
Denver,
Colorado
| $1K | – | – | – |
|
127
AssetMark Inc
Concord,
California
| – | -$10.5M | -843,858 | Closed |
|
|
CP
128
Camelot Portfolios
Maumee,
Ohio
| – | -$396K | -31,716 | Closed |
|
129
Mariner
Overland Park,
Kansas
| – | -$320K | -25,620 | Closed |
|
|
MCM
130
Maryland Capital Management
Towson,
Maryland
| – | -$281K | -22,488 | Closed |
|
|
PAG
131
Private Advisor Group
Morristown,
New Jersey
| – | -$202K | -16,122 | Closed |
|
|
KJWM
132
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$66K | -5,340 | Closed |
|
|
BWM
133
Baystate Wealth Management
Boston,
Massachusetts
| – | -$57K | -4,335 | Closed |
|
|
SIM
134
Sonora Investment Management
Tucson,
Arizona
| – | -$25K | -2,001 | Closed |
|
|
TCM
135
Tradewinds Capital Management
Bellingham,
Washington
| – | -$4K | -342 | Closed |
|
|
MCM
136
Mainstay Capital Management
Grand Blanc,
Michigan
| – | +$302 | +24 | New |
|