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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
Morgan Stanley
New York
$123M
4
CAN
Cetera Advisor Networks
California
$30.5M
5
KCPG
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$38.5M
3
MWM
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNA
151
True North Advisors
Texas
$2.31M -$147K -7,116 -6%
MIA
152
Milestone Investment Advisors
Wisconsin
$2.29M +$66.2K +3,204 +3%
APW
153
Austin Private Wealth
Texas
$2.27M -$7.19K -348 -0.3%
LPAM
154
Lodestar Private Asset Management
California
$2.22M +$751K +36,378 +51%
GC
155
Gratus Capital
Georgia
$2.18M -$604K -29,250 -22%
AC
156
Avestar Capital
New York
$2.11M +$2.11M +102,225 New
WCM
157
Whitener Capital Management
North Carolina
$2.06M -$14.5K -702 -0.7%
PFS
158
Prospera Financial Services
Texas
$1.98M +$138K +6,693 +7%
SC
159
Savant Capital
Illinois
$1.98M +$486K +23,562 +33%
SFA
160
Sequoia Financial Advisors
Ohio
$1.96M +$431K +20,898 +28%
VFA
161
Valeo Financial Advisors
Indiana
$1.92M -$101K -4,896 -5%
ACS
162
Archford Capital Strategies
Illinois
$1.86M +$1.86M +90,096 New
FNC
163
First National Corp
Massachusetts
$1.85M -$28.2K -1,365 -2%
PA
164
PFG Advisors
Arizona
$1.85M +$10.9K +528 +0.6%
EWM
165
Empirical Wealth Management
Washington
$1.81M -$101K -4,905 -5%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$1.8M +$653K +31,623 +57%
VNA
167
Valley National Advisers
Pennsylvania
$1.76M -$54.4K -2,634 -3%
CAM
168
Cresset Asset Management
Illinois
$1.64M +$34.3K +1,662 +2%
EH
169
Equitable Holdings
New York
$1.63M +$488K +23,619 +43%
BWM
170
BCS Wealth Management
Tennessee
$1.62M +$35.2K +1,707 +2%
APC
171
Asset Planning Corporation
Tennessee
$1.6M -$10.2K -495 -0.6%
FFWM
172
Future Financial Wealth Management
Ohio
$1.55M +$3.96K +192 +0.3%
YWM
173
Yoder Wealth Management
California
$1.51M -$17.7K -855 -1%
SPWM
174
Schrum Private Wealth Management
Florida
$1.5M +$496 +24 +0%
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$1.47M +$1.28M +62,157 +682%
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