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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$8.62B
2
Ameriprise
Ameriprise
Minnesota
$169M
3
Charles Schwab
Charles Schwab
California
$81.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$45.3M
5
GC
Gratus Capital
Georgia
$21.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$79M
2
KCPG
Kavar Capital Partners Group
Kansas
$28.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$31.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$24.3M
5
AFA
Arlington Financial Advisors
California
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sebold Capital Management
Illinois
$4M -$101K -4,500 -2%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$3.93M +$1.2M +53,316 +44%
SF
128
Synovus Financial
Georgia
$3.9M +$952K +42,363 +32%
JWM
129
Janiczek Wealth Management
Colorado
$3.71M +$475K +21,141 +15%
SAW
130
Signal Advisors Wealth
Michigan
$3.67M +$456K +20,295 +14%
BEAM
131
Baker Ellis Asset Management
Washington
$3.66M +$387K +17,247 +12%
ES
132
Eagle Strategies
New York
$3.66M -$6.49M -288,786 -64%
FWM
133
Foguth Wealth Management
Michigan
$3.64M +$3.64M +162,123 New
AF
134
Advisornet Financial
Minnesota
$3.46M +$213K +9,474 +7%
TPA
135
Trivium Point Advisory
Connecticut
$3.17M -$768K -34,188 -19%
TFS
136
Thoroughbred Financial Services
Tennessee
$3.12M +$175K +7,773 +6%
TNA
137
True North Advisors
Texas
$3.07M +$561K +24,969 +22%
FC
138
FCA Corp
Texas
$2.98M -$13.1K -585 -0.4%
CL
139
COWA LLC
Oklahoma
$2.98M -$92.7K -4,128 -3%
RJA
140
Raymond James & Associates
Florida
$2.96M +$22.5K +1,002 +0.8%
REMPR
141
Roof Eidam Maycock Peralta (REMP)
California
$2.9M -$94.5K -4,209 -3%
PCM
142
Pennsylvania Capital Management
Pennsylvania
$2.88M -$791K -35,193 -22%
E
143
ETFidea
New York
$2.84M +$1.36M +60,717 +92%
WEG
144
World Equity Group
Illinois
$2.82M +$2.82M +125,478 New
BCA
145
Bay Colony Advisors
Massachusetts
$2.81M +$93.3K +4,152 +3%
HIC
146
Hartline Investment Corp
Illinois
$2.81M +$2.81M +125,172 New
Wells Fargo
147
Wells Fargo
California
$2.8M +$128K +5,715 +5%
CAM
148
Cresset Asset Management
Illinois
$2.74M +$957K +42,588 +54%
CA
149
Cambridge Advisors
Nebraska
$2.74M +$29.2K +1,299 +1%
TWP
150
Tempus Wealth Planning
California
$2.67M +$96.7K +4,305 +4%
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