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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$8.62B
2
Ameriprise
Ameriprise
Minnesota
$169M
3
Charles Schwab
Charles Schwab
California
$81.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$45.3M
5
GC
Gratus Capital
Georgia
$21.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$79M
2
KCPG
Kavar Capital Partners Group
Kansas
$28.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$31.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$24.3M
5
AFA
Arlington Financial Advisors
California
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$2.59M +$985K +43,845 +62%
FFWA
152
FRG Family Wealth Advisors
Washington
$2.53M -$48.2K -2,250 -2%
APW
153
Austin Private Wealth
Texas
$2.45M +$668 +30 +0%
FFN
154
Focus Financial Network
Minnesota
$2.42M +$1.15M +53,781 +90%
LPAM
155
Lodestar Private Asset Management
California
$2.41M +$943 +42 +0%
WANY
156
Wealthspire Advisors (New York)
New York
$2.35M -$170K -7,590 -7%
JBA
157
Johnson Bixby & Associates
Washington
$2.31M -$301K -13,398 -12%
WCM
158
Whitener Capital Management
North Carolina
$2.24M +$2.76K +123 +0.1%
Truist Financial
159
Truist Financial
North Carolina
$2.13M +$765K +34,071 +56%
GRP
160
Global Retirement Partners
California
$2.1M +$806K +35,898 +62%
AWM
161
AE Wealth Management
Kansas
$2.08M -$11.1M -496,116 -84%
EWM
162
Empirical Wealth Management
Washington
$2.08M +$110K +4,902 +6%
SC
163
Savant Capital
Illinois
$2.07M -$91.2K -4,062 -4%
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$2.05M +$98.2K +4,386 +5%
SFA
165
Sequoia Financial Advisors
Ohio
$2.05M -$82.3K -3,663 -4%
PAS
166
Park Avenue Securities
New York
$2.04M -$862K -38,379 -30%
PFS
167
Prospera Financial Services
Texas
$2.02M -$134K -5,979 -6%
VFA
168
Valeo Financial Advisors
Indiana
$2.02M +$1.63K +75 +0.1%
PA
169
PFG Advisors
Arizona
$2M -$11.1K -495 -0.6%
FTUS
170
Flow Traders U.S.
New York
$1.95M +$1.65M +73,254 +535%
VNA
171
Valley National Advisers
Pennsylvania
$1.87M -$51.2K -2,280 -3%
BWM
172
BCS Wealth Management
Tennessee
$1.86M +$96.8K +4,308 +6%
FNC
173
First National Corp
Massachusetts
$1.85M – – –
UFAC
174
Urban Financial Advisory Corp
Illinois
$1.8M +$1.8M +80,166 New
FHA
175
Flagship Harbor Advisors
Massachusetts
$1.75M +$253K +11,244 +17%
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