FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

411 hedge funds and large institutions have $9.26B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
6.55%
Holding in Top 10
40
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.76%
% of All Funds
0.64%
New
39
Increased
190
Reduced
114
Closed
35
Calls
$129K
Puts
$114K
Net Calls
+$15K
Net Calls Change
-$250K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$6.96B
2
AA
ALPS Advisors
Colorado
$39.7M
3
PA
Prism Advisors
California
$10.2M
4
Osaic Holdings
Osaic Holdings
Arizona
$37.6M
5
CC
Callan Capital
California
$61.3M

Top Sellers

1
AIA
Arcadia Investment Advisors
Idaho
$1.86M
2
AFA
Arlington Financial Advisors
California
$19.6M
3
TWM
Tanglewood Wealth Management
Texas
$28.8M
4
Cerity Partners
Cerity Partners
New York
$1.76M
5
NB
Northwest Bancshares
Pennsylvania
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
151
Future Financial Wealth Management
Ohio
$1.4M +$11.3K +603 +0.8%
YWM
152
Yoder Wealth Management
California
$1.38M -$29.9K -1,605 -2%
SFA
153
Sequoia Financial Advisors
Ohio
$1.38M -$672 -36 -0%
QCG
154
Quadrant Capital Group
Ohio
$1.38M -$284K -15,234 -17%
SPWM
155
Schrum Private Wealth Management
Florida
$1.36M +$56 +3 +0%
SC
156
Savant Capital
Illinois
$1.35M +$155K +8,319 +13%
LPAM
157
Lodestar Private Asset Management
California
$1.32M +$7.16K +384 +0.5%
NSG
158
Nalls Sherbakoff Group
Tennessee
$1.31M -$32.1K -1,719 -2%
HG
159
Harbor Group
New Hampshire
$1.29M +$46.7K +2,502 +4%
LIA
160
LBMC Investment Advisors
Tennessee
$1.26M -$16.7K -912 -1%
FFN
161
Focus Financial Network
Minnesota
$1.25M -$6.6K -354 -0.5%
SFS
162
Solitude Financial Services
Virginia
$1.23M +$217K +11,640 +21%
MAM
163
Madison Asset Management
Wisconsin
$1.22M – – –
SWM
164
Spire Wealth Management
Virginia
$1.21M +$112 +6 +0%
CG
165
Colony Group
Massachusetts
$1.21M -$25.4K -1,359 -2%
Truist Financial
166
Truist Financial
North Carolina
$1.17M +$168 +9 +0%
BFM
167
Boston Financial Management
Massachusetts
$1.13M – – –
SPC
168
Sigma Planning Corp
Michigan
$1.11M +$102K +5,493 +10%
FVWA
169
Foster Victor Wealth Advisors
South Carolina
$1.1M -$11K -597 -1%
JCIA
170
Jackson Creek Investment Advisors
Colorado
$1.1M -$3.75K -201 -0.3%
AA
171
Addison Advisors
Vermont
$1.08M +$504 +27 +0%
AWM
172
Angeles Wealth Management
California
$1.08M – – –
ASN
173
Advisory Services Network
Georgia
$1.07M +$50.6K +2,712 +5%
SIC
174
Salem Investment Counselors
North Carolina
$1.05M +$139K +7,464 +15%
BCI
175
Brinker Capital Investments
Pennsylvania
$1.04M -$80.9K -4,335 -7%
5 6
7
8 9