FNDX icon

Schwab Fundamental US Large Company Index ETF

354 hedge funds and large institutions have $7.03B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 152 increasing their positions, 102 reducing their positions, and 34 closing their positions.

Holders
354
Holders Change
-3
Holders Change %
-0.84%
% of All Funds
6.12%
Holding in Top 10
39
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.63%
% of All Funds
0.67%
New
34
Increased
152
Reduced
102
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$472K 9,889 -2,854 -22%
SSC
177
Syverson Strege & Co
Iowa
$459K 9,612 +7 +0.1%
SCM
178
SOL Capital Management
Maryland
$454K 9,500
AOWM
179
Alpha Omega Wealth Management
Virginia
$448K 9,388 +670 +8%
EW
180
Evoke Wealth
California
$440K 9,218
FCH
181
Freestone Capital Holdings
Washington
$422K 8,827 +8,827 New
Lido Advisors
182
Lido Advisors
California
$417K 8,750 +1,000 +13%
CBFP
183
Cedar Brook Financial Partners
Ohio
$415K 8,684 +1,763 +25%
LNWWM
184
Laird Norton Wetherby Wealth Management
California
$409K 8,556
CAG
185
Curtis Advisory Group
California
$406K 8,500 -348 -4%
TFS
186
Thoroughbred Financial Services
Tennessee
$388K 8,125 -1,094 -12%
JIC
187
Johnson Investment Counsel
Ohio
$385K 8,057 +253 +3%
IC
188
IEQ Capital
California
$383K 8,016 +27 +0.3%
CPA
189
Cardiff Park Advisors
California
$380K 7,954 +40 +0.5%
CWC
190
Carolinas Wealth Consulting
North Carolina
$377K 7,892 +4 +0.1%
WFA
191
Wellspring Financial Advisors
Ohio
$374K 7,832 +44 +0.6%
DACG
192
Donor Advised Charitable Giving
California
$374K 7,825 +44 +0.6%
PWM
193
Perigon Wealth Management
California
$372K 7,793 -67 -0.9%
SCA
194
Snowden Capital Advisors
New York
$370K 7,755 -407 -5%
ASN
195
Advisory Services Network
Georgia
$360K 7,532 +2,873 +62%
EAM
196
Evanson Asset Management
California
$358K 7,505
AAS
197
Ameritas Advisory Services
Nebraska
$354K 7,420 -105 -1%
AP
198
Adero Partners
California
$350K 6,764 -1,055 -13%
PA
199
Parallel Advisors
California
$349K 7,309 +311 +4%
GM
200
GeoWealth Management
Illinois
$331K 6,945 +2,411 +53%