We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

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.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

24% more capital invested

Capital invested by funds: $7.03B → $8.7B (+$1.67B)

18% more funds holding in top 10

Funds holding in top 10: 39 → 46 (+7)

10% more funds holding

Funds holding: 354 → 388 (+34)

2.38% less ownership

Funds ownership: 246.11% → 243.73% (-2.4%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
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
Charles Schwab Investment Advisory
California
+$52M
2
PAG
Private Advisor Group
New Jersey
+$32.5M
3
RWM
Reston Wealth Management
Virginia
+$22.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21.9M
5
NB
Northwest Bancshares
Pennsylvania
+$21.8M

Top Sellers

1
WTA
Washington Trust Advisors
Massachusetts
-$39.3M
2
PPW
Pasadena Private Wealth
California
-$12.3M
3
CW
Connectus Wealth
Ohio
-$9.82M
4
ML
McAdam LLC
Pennsylvania
-$9.19M
5
Morgan Stanley
Morgan Stanley
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
126
FRG Family Wealth Advisors
Washington
$1.66M +$588K +33,255 +56%
SPC
127
Sigma Planning Corp
Michigan
$1.64M -$27.6K -1,557 -2%
FNC
128
First National Corp
Massachusetts
$1.62M -$30.2K -1,707 -2%
PA
129
PFG Advisors
Arizona
$1.6M -$45.1K -2,550 -3%
EWM
130
Empirical Wealth Management
Washington
$1.58M +$258K +14,586 +20%
PWM
131
Prosperity Wealth Management
California
$1.58M +$1.57M +88,461 New
CA
132
Continuum Advisory
Idaho
$1.46M +$161K +9,084 +12%
APC
133
Asset Planning Corporation
Tennessee
$1.4M +$11.7K +660 +0.8%
CG
134
Colony Group
Massachusetts
$1.38M +$446K +25,215 +48%
BCA
135
Bay Colony Advisors
Massachusetts
$1.36M +$175K +9,909 +15%
PAS
136
Park Avenue Securities
New York
$1.34M +$1.33M +75,189 New
USCWA
137
U.S. Capital Wealth Advisors
Texas
$1.29M -$34.3K -1,941 -3%
SPWM
138
Schrum Private Wealth Management
Florida
$1.28M +$53 +3 +0%
TWP
139
Tempus Wealth Planning
California
$1.27M +$918K +51,897 +264%
TPA
140
Trivium Point Advisory
Connecticut
$1.27M +$117K +6,615 +11%
AA
141
Addison Advisors
Vermont
$1.26M -$52.5K -2,967 -4%
CA
142
CoreCap Advisors
Michigan
$1.25M +$310K +17,538 +33%
LIA
143
LBMC Investment Advisors
Tennessee
$1.24M +$42.5K +2,403 +4%
HG
144
Harbor Group
New Hampshire
$1.23M -$138K -7,797 -10%
MAM
145
Madison Asset Management
Wisconsin
$1.23M -$150K -8,481 -11%
ES
146
Eagle Strategies
New York
$1.23M +$1.22M +68,790 New
SWM
147
Spire Wealth Management
Virginia
$1.19M +$949K +53,622 +408%
BWM
148
BCS Wealth Management
Tennessee
$1.17M +$51K +2,880 +5%
FVWA
149
Foster Victor Wealth Advisors
South Carolina
$1.13M -$39.8K -2,250 -4%
SC
150
Savant Capital
Illinois
$1.11M -$533K -30,105 -33%
4 5
6
7 8

FNDX Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.7B — up 24% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.

  • 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
  • Funds reported $8.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2022.