FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

138 hedge funds and large institutions have $3.61B invested in Schwab Fundamental US Large Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
138
Holders Change
+10
Holders Change %
+7.81%
% of All Funds
3.16%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
21
Increased
62
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.26B
2
ML
2
McAdam LLC
Pennsylvania
$27.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.88M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$10.1M
5
OFG
5
Oxford Financial Group
Indiana
$40.4M

Top Sellers

1
RC
1
RegentAtlantic Capital
New Jersey
$0
2
ZCA
2
Zeke Capital Advisors
Pennsylvania
$17M
3
TA
3
Tiedemann Advisors
New York
$27.1M
4
Jane Street
4
Jane Street
New York
$6.04M
5
UCFA
5
United Capital Financial Advisors
Texas
$8.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$4K 114 – –
AG
127
Advisor Group
Arizona
$3K 83 – –
FMP
128
Financial Management Professionals
Texas
$3K 87 +87 New
GEA
129
Glen Eagle Advisors
New Jersey
$2.32K 62 – –
PO
130
Private Ocean
California
$2K 55 – –
S
131
SignatureFD
Georgia
$2K 66 +66 New
MS
132
Marshall & Sullivan
Washington
$1.76K 47 +47 New
ASN
133
Advisory Services Network
Georgia
$1K 36 -4,766 -99%
SHJ
134
Sharkey, Howes & Javer
Colorado
$1K 25 – –
NDSI
135
Newman Dignan & Sheerar Inc
Rhode Island
$251 6,725 -200 -3%
FRA
136
Front Row Advisors
California
$75 1,946 +200 +11%
RC
137
RegentAtlantic Capital
New Jersey
– – -351,511 Closed
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
– – -19,144 Closed
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
– – -9,654 Closed
SFG
140
SNS Financial Group
Minnesota
– – -5,639 Closed
JIC
141
Johnson Investment Counsel
Ohio
– – -5,544 Closed
VCM
142
Vigilant Capital Management
Maine
– – -1,060 Closed
APP
143
Avantax Planning Partners
Iowa
– – -678 Closed
IWM
144
IHT Wealth Management
Illinois
– – -521 Closed
TWA
145
TCI Wealth Advisors
Arizona
– – -152 Closed
SWP
146
Stratos Wealth Partners
Ohio
– – -80 Closed
MCM
147
Mainstay Capital Management
Michigan
$0 8 – –
Parallax Volatility Advisers
148
Parallax Volatility Advisers
California
$0 1 – –
2 3 4 5
6