FNDX icon

Schwab Fundamental US Large Company Index ETF

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

0% less capital invested

Capital invested by funds: $9.31B → $9.26B (-$42.2M)

1.44% less ownership

Funds ownership: 243.42%241.99% (-1.4%)

5% less funds holding in top 10

Funds holding in top 10: 4240 (-2)

Holders
411
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
40
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$129K
Puts
$114K
Net Calls
Net Calls Change

Top Buyers

1 +$98.3M
2 +$39.7M
3 +$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$8.83M
5
CC
Callan Capital
California
+$8.65M

Top Sellers

1 -$8.95M
2 -$8.94M
3 -$8.63M
4
Cerity Partners
Cerity Partners
New York
-$8.61M
5
NB
Northwest Bancshares
Pennsylvania
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2.23M
127
$2.22M
128
$2.18M
129
$2.17M
130
$2.17M
131
$2.06M
132
$2.01M
133
$1.97M
134
$1.91M
135
$1.9M
136
$1.87M
137
$1.86M
138
$1.82M
139
$1.76M
140
$1.75M
141
$1.72M
142
$1.69M
143
$1.67M
144
$1.67M
145
$1.66M
146
$1.64M
147
$1.48M
148
$1.46M
149
$1.45M
150
$1.43M