FNDX icon

Schwab Fundamental US Large Company Index ETF

396 hedge funds and large institutions have $9.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 179 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
6.27%
Holding in Top 10
40
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.11%
% of All Funds
0.63%
New
70
Increased
179
Reduced
83
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
151
Laidlaw Wealth Management
New York
$1.02M +$167K +8,589 +20%
CAL
152
Capital Advisors Ltd
Ohio
$1.01M +$994K +55,377 +8,586%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$1M -$240K -12,324 -19%
MCM
154
MAI Capital Management
Ohio
$1M -$5.21K -267 -0.5%
BWM
155
BCS Wealth Management
Tennessee
$972K -$12.8K -657 -1%
FSWA
156
Financial Synergies Wealth Advisors
Texas
$966K +$11.1K +567 +1%
FFWA
157
FRG Family Wealth Advisors
Washington
$945K +$945K +48,450 New
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$894K +$4.81K +246 +0.5%
CAM
159
Concorde Asset Management
Michigan
$871K +$536K +27,477 +160%
OIA
160
OneDigital Investment Advisors
Kansas
$863K +$271K +13,890 +46%
UCFA
161
United Capital Financial Advisors
Texas
$858K -$124K -6,378 -13%
WFAG
162
Wescott Financial Advisory Group
Pennsylvania
$838K +$838K +42,978 New
CBFP
163
Cedar Brook Financial Partners
Ohio
$819K +$115K +5,904 +16%
Goldman Sachs
164
Goldman Sachs
New York
$816K -$1.96M -100,587 -71%
Truist Financial
165
Truist Financial
North Carolina
$815K +$152K +7,821 +23%
BWM
166
Birchcreek Wealth Management
Ohio
$787K -$6.03K -309 -0.8%
IWC
167
Integrated Wealth Concepts
Massachusetts
$775K +$253K +13,005 +49%
SC
168
Savant Capital
Illinois
$758K -$702 -36 -0.1%
AIP
169
Almanack Investment Partners
Pennsylvania
$702K -$73.1K -3,747 -9%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$684K +$23.8K +1,218 +4%
SSC
171
Syverson Strege & Co
Iowa
$677K +$292 +15 +0%
Wells Fargo
172
Wells Fargo
California
$670K -$215K -11,025 -24%
BPA
173
Beacon Pointe Advisors
California
$652K +$344K +17,637 +112%
IAN
174
Integrated Advisors Network
Texas
$646K -$143K -7,356 -18%
CCM
175
Chilton Capital Management
Texas
$615K +$61K +3,126 +11%