FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 256 increasing their positions, 153 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
256
Reduced
153
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.31B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$354M
3
LPL Financial
3
LPL Financial
California
$58.9M
4
SEIA
4
Signature Estate & Investment Advisors
California
$246M
5
MFG
5
Merit Financial Group
Georgia
$10.1M

Top Sellers

1
CPG
1
Cornerstone Planning Group
New Jersey
$33.6M
2
FSG
2
Financial Strategies Group
Michigan
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$139M
4
PCA
4
Pallas Capital Advisors
Massachusetts
$9.74M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$89.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sebold Capital Management
Illinois
$3.86M +$1.26K +53 +0%
AF
152
Advisornet Financial
Minnesota
$3.71M -$51.9K -2,192 -1%
Northern Trust
153
Northern Trust
Illinois
$3.61M +$3.19M +134,550 +747%
FC
154
FCA Corp
Texas
$3.55M +$43.7K +1,844 +1%
BCA
155
Bay Colony Advisors
Massachusetts
$3.55M +$228K +9,616 +7%
TPA
156
Trivium Point Advisory
Connecticut
$3.5M -$6.74M -284,715 -66%
GRP
157
Global Retirement Partners
California
$3.3M +$297K +12,563 +10%
AWM
158
AE Wealth Management
Kansas
$3.25M +$571K +24,123 +21%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$3.25M +$841K +35,502 +35%
Renaissance Technologies
160
Renaissance Technologies
New York
$3.24M +$1.88M +79,500 +139%
FFWA
161
FRG Family Wealth Advisors
Washington
$3.2M +$189K +7,980 +6%
CA
162
Cambridge Advisors
Nebraska
$3.14M +$32.9K +1,391 +1%
MWA
163
Midland Wealth Advisors
Illinois
$3.13M +$346K +14,593 +12%
Wells Fargo
164
Wells Fargo
California
$3.13M -$19.7K -830 -0.6%
CPP
165
Capasso Planning Partners
South Carolina
$3.13M -$1.34M -56,567 -30%
QCM
166
Quantinno Capital Management
New York
$3.12M +$2.83M +119,662 +985%
P
167
&Partners
Tennessee
$3.11M +$707K +29,708 +29%
FFN
168
Focus Financial Network
Minnesota
$3.07M -$758 -32 -0%
CWA
169
Clearview Wealth Advisors
Oregon
$3.04M +$72.2K +3,049 +2%
MWM
170
Meridian Wealth Management
Kentucky
$2.99M -$19.3K -816 -0.6%
TWP
171
Tempus Wealth Planning
California
$2.88M +$41K +1,733 +1%
Bank of New York Mellon
172
Bank of New York Mellon
New York
$2.85M +$2.85M +120,470 New
SFA
173
Sequoia Financial Advisors
Ohio
$2.81M +$5.9K +249 +0.2%
Lido Advisors
174
Lido Advisors
California
$2.77M +$1.63M +68,786 +143%
PAS
175
Park Avenue Securities
New York
$2.75M +$343K +14,489 +14%
5 6
7
8 9