FNDX icon

Schwab Fundamental US Large Company Index ETF

167 hedge funds and large institutions have $3.93B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+7
Holders Change %
+4.38%
% of All Funds
3.62%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.33%
New
27
Increased
68
Reduced
39
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
126
Asset Dedication LLC
California
$41K
ME
127
McIlrath & Eck
Washington
$41K +$4.68K +372 +13%
BlackRock
128
BlackRock
New York
$38K -$4.97K -393 -12%
SWM
129
SeaCrest Wealth Management
New York
$38K -$1.86K -147 -5%
AOWM
130
Alpha Omega Wealth Management
Virginia
$31K +$31K +2,433 New
PA
131
Parallel Advisors
California
$29K
RFC
132
Regions Financial Corp
Alabama
$29K
VCM
133
Vigilant Capital Management
Maine
$29K +$29K +2,319 New
CA
134
Cetera Advisors
Colorado
$28K +$28K +2,208 New
BFC
135
Bedel Financial Consulting
Indiana
$27K
AG
136
Advisor Group
Arizona
$23K -$12.2K -942 -35%
Citigroup
137
Citigroup
New York
$23K
JPMorgan Chase & Co
138
JPMorgan Chase & Co
New York
$22K
MA
139
MUFG Americas
New York
$20K -$7.56K -600 -27%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$19K
FNC
141
First National Corp
Massachusetts
$17K -$106K -8,439 -86%
AIC
142
Ameritas Investment Company
Nebraska
$17K +$17K +1,371 New
ACA
143
Ackerman Capital Advisors
Texas
$15.7K +$324 +25,632 +2%
IA
144
IFP Advisors
Florida
$14K -$10.6K -864 -43%
TIM
145
Tortoise Investment Management
New York
$13K
SBL
146
Sargent Bickham Lagudis
Colorado
$11K
BWM
147
BerganKDV Wealth Management
Minnesota
$11K
KC
148
Knuff & Co
California
$11K
FHB
149
First Hawaiian Bank
Hawaii
$11K
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$9K