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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
126
Prospera Financial Services
Texas
$1.97M +$7.52K +411 +0.4%
WCM
127
Whitener Capital Management
North Carolina
$1.96M -$50.4K -2,754 -3%
RF
128
Rollins Financial
Georgia
$1.95M +$1.72M +93,753 +726%
VFA
129
Valeo Financial Advisors
Indiana
$1.94M +$26.5K +1,446 +1%
CAN
130
Cetera Advisor Networks
California
$1.86M -$129K -7,038 -6%
AF
131
Advisornet Financial
Minnesota
$1.85M +$93.2K +5,091 +5%
EWM
132
Empirical Wealth Management
Washington
$1.85M +$227K +12,399 +14%
GVAG
133
Great Valley Advisor Group
Delaware
$1.74M +$1.37M +75,108 +377%
TWP
134
Tempus Wealth Planning
California
$1.67M +$362K +19,776 +28%
FNC
135
First National Corp
Massachusetts
$1.66M – – –
BCA
136
Bay Colony Advisors
Massachusetts
$1.63M +$245K +13,533 +18%
PA
137
PFG Advisors
Arizona
$1.6M -$49.4K -2,697 -3%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$1.55M +$627K +34,239 +68%
PAS
139
Park Avenue Securities
New York
$1.51M +$137K +7,470 +10%
TPA
140
Trivium Point Advisory
Connecticut
$1.48M +$208K +11,382 +16%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$1.47M +$348K +19,032 +31%
APC
142
Asset Planning Corporation
Tennessee
$1.47M +$30.8K +1,680 +2%
CA
143
Continuum Advisory
Idaho
$1.47M -$33.4K -1,827 -2%
SPC
144
Sigma Planning Corp
Michigan
$1.35M -$326K -17,832 -19%
SPWM
145
Schrum Private Wealth Management
Florida
$1.33M +$14.9K +813 +1%
NSG
146
Nalls Sherbakoff Group
Tennessee
$1.31M +$1.31M +72,192 New
SWM
147
Spire Wealth Management
Virginia
$1.29M +$64.5K +3,525 +5%
UCFA
148
United Capital Financial Advisors
Texas
$1.28M +$452K +24,699 +55%
LIA
149
LBMC Investment Advisors
Tennessee
$1.27M – – –
AWM
150
Aspire Wealth Management
Massachusetts
$1.27M +$201K +10,959 +19%
4 5
6
7 8