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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B
2
AA
2
Ashford Advisors
New York
$15M
3
TWM
3
Tanglewood Wealth Management
Texas
$14.9M
4
Truist Financial
4
Truist Financial
North Carolina
$14.8M
5
LPL Financial
5
LPL Financial
California
$11M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$13M
2
RC
2
RegentAtlantic Capital
New Jersey
$16.2M
3
MAM
3
Madison Asset Management
Wisconsin
$1.36M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$358K
Name Holding Trade Value Shares
Change 		Shares
Change %
DACG
126
Donor Advised Charitable Giving
California
$393K +$1.5K +87 +0.4%
MSA
127
Marino Stram & Associates
Massachusetts
$392K +$413 +24 +0.1%
AWA
128
Arete Wealth Advisors
Illinois
$389K +$389K +22,554 New
WFA
129
Wade Financial Advisory
California
$384K – – –
EAM
130
Evanson Asset Management
California
$382K – – –
SW
131
SVB Wealth
Massachusetts
$369K +$369K +21,429 New
CWC
132
Carolinas Wealth Consulting
North Carolina
$368K – – –
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$358K -$2.43M -141,225 -87%
BDF
134
Balasa Dinverno & Foltz
$351K – – –
PCA
135
Personal Capital Advisors
California
$349K +$18.9K +1,095 +6%
MCM
136
Mengis Capital Management
Oregon
$348K – – –
LWAC
137
Laurel Wealth Advisors (California)
California
$340K +$1.24K +72 +0.4%
US Bancorp
138
US Bancorp
Minnesota
$333K +$113K +6,552 +51%
PAG
139
Private Advisor Group
New Jersey
$329K +$329K +19,080 New
HR
140
Howe & Rusling
New York
$327K -$12.6K -735 -4%
CAC
141
Certified Advisory Corp
Florida
$322K +$322K +18,723 New
BSW
142
Buckingham Strategic Wealth
Missouri
$309K +$73.3K +4,260 +31%
BRWA
143
B. Riley Wealth Advisors
Florida
$304K +$304K +17,598 New
SWM
144
Southern Wealth Management
Texas
$303K +$52 +3 +0%
PPA
145
Parametric Portfolio Associates
Washington
$289K +$52K +3,018 +22%
Fisher Asset Management
146
Fisher Asset Management
Washington
$270K +$270K +15,663 New
ICG
147
InterOcean Capital Group
Tennessee
$267K -$149K -8,664 -36%
MAS
148
Managed Account Services
Florida
$267K +$8.87K +516 +3%
JIC
149
Johnson Investment Counsel
Ohio
$267K +$267K +15,519 New
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$260K +$260K +15,072 New
4 5
6
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