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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

190 hedge funds and large institutions have $3.66B invested in Schwab Fundamental US Large Company Index ETF in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
-6
Holders Change %
-3.06%
% of All Funds
3.84%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
22
Increased
63
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.05B
2
PS
2
Planned Solutions
California
$12.9M
3
SL
3
Systelligence LLC
Minnesota
$8.96M
4
KAS
4
Kestra Advisory Services
Texas
$8.37M
5
MAM
5
Madison Asset Management
Wisconsin
$8.45M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$17.3M
2
TA
2
Tiedemann Advisors
New York
$7.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.56M
4
Ameriprise
4
Ameriprise
Minnesota
$16.9M
5
USAA
5
United Services Automobile Association
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
176
Glen Eagle Advisors
New Jersey
$2.4K 62 – –
TFGT
177
TS Financial Group (TSFG)
Illinois
$2K 45 – –
IA
178
IFP Advisors
Florida
$2K 60 – –
BAMG
179
Brand Asset Management Group
Missouri
$2K 42 – –
SBL
180
Sargent Bickham Lagudis
Colorado
$2K 55 – –
FMP
181
Financial Management Professionals
Texas
$2K 56 – –
RG
182
Retirement Group
California
$1K 33 -360 -92%
AF
183
Allworth Financial
California
$1K 32 – –
TWA
184
TCI Wealth Advisors
Arizona
$1K 21 – –
LWA
185
Lenox Wealth Advisors
New York
$1K 16 – –
SC
186
Slow Capital
California
$1K 18 +18 New
POIA
187
Pin Oak Investment Advisors
Texas
$1K 28 +28 New
FWM
188
Focused Wealth Management
New York
$1K 36 +36 New
KFS
189
Kelly Financial Services
Massachusetts
$722 19 +1 +6%
USAA
190
United Services Automobile Association
Texas
– – -83,153 Closed
Citadel Advisors
191
Citadel Advisors
Florida
– – -82,403 Closed
NCM
192
Novare Capital Management
North Carolina
– – -18,131 Closed
Northern Trust
193
Northern Trust
Illinois
– – -16,988 Closed
BMM
194
Berkshire Money Management
Massachusetts
– – -9,324 Closed
ACA
195
Ackerman Capital Advisors
Texas
– – -8,356 Closed
FTUS
196
Flow Traders U.S.
New York
– – -7,061 Closed
DWM
197
Destination Wealth Management
California
– – -5,754 Closed
OCPWS
198
One Charles Private Wealth Services
Massachusetts
– – -5,479 Closed
PAG
199
Private Advisor Group
New Jersey
– – -2,816 Closed
CAN
200
Cetera Advisor Networks
California
– – -1,550 Closed
5 6 7
8
9