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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
Morgan Stanley
New York
$123M
4
CAN
Cetera Advisor Networks
California
$30.5M
5
KCPG
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$38.5M
3
MWM
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Rollins Financial Advisors
New York
$3.58M +$3.58M +173,616 New
GFP
127
Guardian Financial Partners
California
$3.49M +$614K +29,739 +21%
BWM
128
Baystate Wealth Management
Massachusetts
$3.42M -$205K -9,939 -6%
PCM
129
Pennsylvania Capital Management
Pennsylvania
$3.38M +$3.38M +163,530 New
BEAM
130
Baker Ellis Asset Management
Washington
$3M +$2.68M +129,639 +815%
AF
131
Advisornet Financial
Minnesota
$2.99M +$266K +12,864 +10%
JWM
132
Janiczek Wealth Management
Colorado
$2.97M -$44.3K -2,148 -1%
SAW
133
Signal Advisors Wealth
Michigan
$2.95M +$2.95M +142,998 New
CL
134
COWA LLC
Oklahoma
$2.83M +$35.1K +1,701 +1%
DC
135
Darrow Company
Massachusetts
$2.77M +$140K +6,804 +5%
FC
136
FCA Corp
Texas
$2.75M -$38.8K -1,881 -1%
REMPR
137
Roof Eidam Maycock Peralta (REMP)
California
$2.75M -$226K -10,929 -8%
TFS
138
Thoroughbred Financial Services
Tennessee
$2.71M +$862K +41,742 +47%
SF
139
Synovus Financial
Georgia
$2.71M +$2.2M +106,557 +434%
RJA
140
Raymond James & Associates
Florida
$2.7M -$451K -21,837 -14%
PAS
141
Park Avenue Securities
New York
$2.67M +$273K +13,239 +11%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2.51M +$333K +16,116 +15%
BCA
143
Bay Colony Advisors
Massachusetts
$2.5M +$390K +18,882 +18%
CA
144
Cambridge Advisors
Nebraska
$2.49M -$53.9K -2,613 -2%
FFWA
145
FRG Family Wealth Advisors
Washington
$2.48M +$72.8K +3,525 +3%
MWM
146
Meridian Wealth Management
Kentucky
$2.46M -$2.47M -119,391 -50%
Wells Fargo
147
Wells Fargo
California
$2.46M -$315K -15,249 -11%
JBA
148
Johnson Bixby & Associates
Washington
$2.4M -$311K -15,069 -11%
TWP
149
Tempus Wealth Planning
California
$2.36M +$262K +12,690 +12%
WANY
150
Wealthspire Advisors (New York)
New York
$2.31M -$571K -27,660 -20%
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