FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$229M
2
CPG
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
Prism Advisors
California
$708K
2
CFA
Cahill Financial Advisors
Minnesota
$23M
3
NB
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Tudor Investment Corp
126
Tudor Investment Corp
Connecticut
$4.84M +$2.48M +103,803 +105%
CFO
127
Collective Family Office
Pennsylvania
$4.84M +$96.9K +4,053 +2%
CFO
128
CVA Family Office
Colorado
$4.83M -$77.7K -3,249 -2%
AWE
129
Avidian Wealth Enterprises
Texas
$4.8M +$11.4K +477 +0.2%
EWA
130
Exencial Wealth Advisors
Oklahoma
$4.71M -$184K -7,686 -4%
DSA
131
Droms Strauss Advisors
Missouri
$4.7M -$14.4K -603 -0.3%
GAM
132
Gotham Asset Management
New York
$4.67M +$1.09M +45,402 +30%
AAS
133
Asset Allocation Strategies
Michigan
$4.61M +$3.79M +158,271 +459%
SWM
134
Shakespeare Wealth Management
Wisconsin
$4.52M -$39.1K -1,635 -0.9%
MSFS
135
Main Street Financial Solutions
Pennsylvania
$4.52M +$2.22M +92,829 +97%
CPP
136
Capasso Planning Partners
South Carolina
$4.51M -$1M -41,949 -18%
TFS
137
Thoroughbred Financial Services
Tennessee
$4.49M +$161K +6,732 +4%
SHF
138
Stage Harbor Financial
Massachusetts
$4.35M +$2.88M +359,646 +196%
RWRC
139
R.W. Roge & Company
New York
$4.3M -$99.3K -4,152 -2%
BEAM
140
Baker Ellis Asset Management
Washington
$4.16M +$12.4K +519 +0.3%
REMPR
141
Roof Eidam Maycock Peralta (REMP)
California
$4.05M +$1.01M +42,411 +33%
SCM
142
Sebold Capital Management
Illinois
$3.9M -$173K -7,218 -4%
PCM
143
Pennsylvania Capital Management
Pennsylvania
$3.81M +$351K +14,658 +10%
AF
144
Advisornet Financial
Minnesota
$3.8M +$40.6K +1,698 +1%
TPA
145
Trivium Point Advisory
Connecticut
$3.56M +$2.26M +275,232 +175%
FC
146
FCA Corp
Texas
$3.54M +$199K +8,340 +6%
EH
147
Equitable Holdings
New York
$3.49M +$1.4M +58,422 +67%
SPWM
148
Schrum Private Wealth Management
Florida
$3.48M +$1.74M +72,666 +100%
BCA
149
Bay Colony Advisors
Massachusetts
$3.35M +$137K +5,724 +4%
FTS
150
Fifth Third Securities
Ohio
$3.29M +$31.8K +1,329 +1%
4 5
6
7 8