FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
TWM
2
Tanglewood Wealth Management
Texas
$25.6M
3
LNC
3
Lincoln National Corp
Pennsylvania
$19.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$17.8M
5
CCM
5
Covington Capital Management
California
$7.86M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
DACG
126
Donor Advised Charitable Giving
California
$315K +$3.98K +279 +1%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$307K -$128K -8,994 -29%
MA
128
Mutual Advisors
Nebraska
$304K +$304K +21,387 New
RJFSA
129
Raymond James Financial Services Advisors
Florida
$294K +$294K +20,670 New
LGWM
130
Litman Gregory Wealth Management
California
$293K +$293K +20,613 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$279K -$1.92K -135 -0.7%
NFG
132
Next Financial Group
Texas
$271K -$180K -12,672 -40%
BEAM
133
Baker Ellis Asset Management
Washington
$269K – – –
CBFP
134
Cedar Brook Financial Partners
Ohio
$260K +$260K +18,273 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$259K -$7.77K -546 -3%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$257K +$15.4K +1,080 +6%
Luther King Capital Management (LKCM)
137
Luther King Capital Management (LKCM)
Texas
$248K -$229K – –
CB
138
Commerce Bank
Missouri
$243K +$243K +17,070 New
TF
139
Trek Financial
Arizona
$239K – – –
SFG
140
SNS Financial Group
Minnesota
$215K +$215K +15,099 New
Lido Advisors
141
Lido Advisors
California
$213K +$213K +15,000 New
TSS
142
Two Sigma Securities
New York
$213K +$213K +15,006 New
APG
143
Abacus Planning Group
South Carolina
$208K +$208K +14,607 New
WWM
144
Windsor Wealth Management
Indiana
$208K +$208K +14,616 New
CIC
145
Carnegie Investment Counsel
Ohio
$203K +$203K +14,235 New
LA
146
LVW Advisors
New York
$203K +$203K +14,247 New
CPIG
147
Chicago Partners Investment Group
Illinois
$201K +$201K +13,911 New
TRCT
148
Tower Research Capital (TRC)
New York
$196K -$293K -20,646 -60%
TAM
149
Townsend Asset Management
North Carolina
$196K +$196K +13,773 New
NCM
150
Next Capital Management
New York
$149K -$73.1K -5,136 -33%
4 5
6
7 8