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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FFWA
126
FRG Family Wealth Advisors
Washington
$1.66M 31,010 +11,085 +56%
SPC
127
Sigma Planning Corp
Michigan
$1.64M 30,612 -519 -2%
FNC
128
First National Corp
Massachusetts
$1.62M 30,276 -569 -2%
PA
129
PFG Advisors
Arizona
$1.6M 30,007 -850 -3%
EWM
130
Empirical Wealth Management
Washington
$1.58M 29,524 +4,862 +20%
PWM
131
Prosperity Wealth Management
California
$1.58M 29,487 +29,487 New
CA
132
Continuum Advisory
Idaho
$1.46M 27,303 +3,028 +12%
APC
133
Asset Planning Corporation
Tennessee
$1.4M 26,202 +220 +0.8%
CG
134
Colony Group
Massachusetts
$1.38M 25,800 +8,405 +48%
BCA
135
Bay Colony Advisors
Massachusetts
$1.36M 25,522 +3,303 +15%
PAS
136
Park Avenue Securities
New York
$1.34M 25,063 +25,063 New
USCWA
137
U.S. Capital Wealth Advisors
Texas
$1.29M 24,147 -647 -3%
SPWM
138
Schrum Private Wealth Management
Florida
$1.28M 23,939 +1 +0%
TWP
139
Tempus Wealth Planning
California
$1.27M 23,840 +17,299 +264%
TPA
140
Trivium Point Advisory
Connecticut
$1.27M 23,204 +2,205 +11%
AA
141
Addison Advisors
Vermont
$1.26M 23,630 -989 -4%
CA
142
CoreCap Advisors
Michigan
$1.25M 23,363 +5,846 +33%
LIA
143
LBMC Investment Advisors
Tennessee
$1.24M 23,173 +801 +4%
HG
144
Harbor Group
New Hampshire
$1.23M 23,060 -2,599 -10%
MAM
145
Madison Asset Management
Wisconsin
$1.23M 23,007 -2,827 -11%
ES
146
Eagle Strategies
New York
$1.23M 22,930 +22,930 New
SWM
147
Spire Wealth Management
Virginia
$1.19M 22,252 +17,874 +408%
BWM
148
BCS Wealth Management
Tennessee
$1.17M 21,828 +960 +5%
FVWA
149
Foster Victor Wealth Advisors
South Carolina
$1.13M 20,575 -750 -4%
SC
150
Savant Capital
Illinois
$1.11M 20,741 -10,035 -33%
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