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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

412 hedge funds and large institutions have $9.31B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 172 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
412
Holders Change
+26
Holders Change %
+6.74%
% of All Funds
6.5%
Holding in Top 10
42
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.33%
% of All Funds
0.66%
New
67
Increased
172
Reduced
104
Closed
37
Calls
$265K
Puts
–
Net Calls
+$265K
Net Calls Change
+$23K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$7.06B
2
Ameriprise
Ameriprise
Minnesota
$40.9M
3
CC
Callan Capital
California
$54.1M
4
SEIA
Signature Estate & Investment Advisors
California
$148M
5
NB
Northwest Bancshares
Pennsylvania
$119M

Top Sellers

1
PPW
Pasadena Private Wealth
California
$0
2
SL
Systelligence LLC
Minnesota
$10.2M
3
LWM
Liberty Wealth Management
California
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$47.3M
5
CWA
Consilium Wealth Advisory
Texas
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
151
LBMC Investment Advisors
Tennessee
$1.33M +$58 +3 +0%
BCM
152
BlueCrest Capital Management
Jersey
$1.32M +$1.32M +68,985 New
NSG
153
Nalls Sherbakoff Group
Tennessee
$1.3M -$2.06K -114 -0.2%
FFN
154
Focus Financial Network
Minnesota
$1.29M +$209K +10,902 +19%
HG
155
Harbor Group
New Hampshire
$1.27M -$27.6K -1,440 -2%
CG
156
Colony Group
Massachusetts
$1.27M -$52.7K -2,748 -4%
MAM
157
Madison Asset Management
Wisconsin
$1.25M -$6.74K -351 -0.5%
SWM
158
Spire Wealth Management
Virginia
$1.25M -$100K -5,211 -7%
SC
159
Savant Capital
Illinois
$1.23M +$36.5K +1,902 +3%
TRCT
160
Tower Research Capital (TRC)
New York
$1.21M +$1.19M +62,058 +6,694%
Truist Financial
161
Truist Financial
North Carolina
$1.2M -$1.19M -62,064 -50%
BFM
162
Boston Financial Management
Massachusetts
$1.16M – – –
BCI
163
Brinker Capital Investments
Pennsylvania
$1.15M +$274K +14,265 +31%
OPS
164
Orion Portfolio Solutions
Nebraska
$1.15M +$274K +14,265 +31%
FVWA
165
Foster Victor Wealth Advisors
South Carolina
$1.15M -$34.9K -1,818 -3%
PWM
166
Perigon Wealth Management
California
$1.15M -$924K -48,135 -45%
JCIA
167
Jackson Creek Investment Advisors
Colorado
$1.13M -$6.97K -363 -0.6%
TFS
168
Thoroughbred Financial Services
Tennessee
$1.13M +$512K +26,667 +83%
AA
169
Addison Advisors
Vermont
$1.11M -$122K -6,354 -10%
AWM
170
Angeles Wealth Management
California
$1.11M – – –
MIA
171
Milestone Investment Advisors
Wisconsin
$1.05M +$53.7K +2,796 +5%
ASN
172
Advisory Services Network
Georgia
$1.05M +$301K +15,672 +40%
SFS
173
Solitude Financial Services
Virginia
$1.04M -$16.7K -870 -2%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$1.04M -$1.15M -59,952 -53%
SPC
175
Sigma Planning Corp
Michigan
$1.03M -$388K -20,223 -27%
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