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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

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
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Aspire Wealth Management
Massachusetts
$2.23M +$729K +39,099 +49%
TNA
127
True North Advisors
Texas
$2.22M -$97.1K -5,202 -4%
FFWA
128
FRG Family Wealth Advisors
Washington
$2.18M +$129K +6,909 +6%
T
129
TRUADVICE
Florida
$2.17M +$849K +45,045 +64%
PAS
130
Park Avenue Securities
New York
$2.17M +$90.3K +4,842 +4%
APW
131
Austin Private Wealth
Texas
$2.06M -$31.7K -1,701 -2%
MIA
132
Milestone Investment Advisors
Wisconsin
$2.01M +$988K +52,983 +97%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$1.97M +$157K +8,397 +9%
BCA
134
Bay Colony Advisors
Massachusetts
$1.91M +$68.8K +3,687 +4%
TWP
135
Tempus Wealth Planning
California
$1.9M +$15.2K +816 +0.8%
WCM
136
Whitener Capital Management
North Carolina
$1.87M -$60.2K -3,225 -3%
AIA
137
Arcadia Investment Advisors
Idaho
$1.86M -$8.95M -479,817 -83%
VFA
138
Valeo Financial Advisors
Indiana
$1.82M +$1.12K +60 +0.1%
Cerity Partners
139
Cerity Partners
New York
$1.76M -$8.61M -461,424 -83%
Renaissance Technologies
140
Renaissance Technologies
New York
$1.75M -$33.6K -1,800 -2%
EWM
141
Empirical Wealth Management
Washington
$1.72M -$361K -19,353 -17%
FNC
142
First National Corp
Massachusetts
$1.69M – – –
TFS
143
Thoroughbred Financial Services
Tennessee
$1.67M +$575K +30,813 +53%
PFS
144
Prospera Financial Services
Texas
$1.67M -$1.85K -99 -0.1%
PA
145
PFG Advisors
Arizona
$1.66M +$14.6K +783 +0.9%
VNA
146
Valley National Advisers
Pennsylvania
$1.64M -$144K -7,722 -8%
CA
147
Continuum Advisory
Idaho
$1.48M -$53.9K -2,889 -4%
APC
148
Asset Planning Corporation
Tennessee
$1.46M -$1.01K -54 -0.1%
CAM
149
Cresset Asset Management
Illinois
$1.45M +$7.44K +399 +0.5%
BWM
150
BCS Wealth Management
Tennessee
$1.43M +$1.43M +76,572 New
4 5
6
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