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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
REMPR
176
Roof Eidam Maycock Peralta (REMP)
California
$751K 14,058 -1,904 -12%
AAS
177
Avantax Advisory Services
Texas
$715K 13,376 +7,471 +127%
RVPG
178
Relative Value Partners Group
$709K 13,269 +568 +4%
DWM
179
Darwin Wealth Management
Florida
$659K 11,778 -140,836 -92%
LPAM
180
Lodestar Private Asset Management
California
$655K 12,259 +12,259 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$638K 11,901 +3,351 +39%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$630K 11,782 -463 -4%
BMM
183
Berkshire Money Management
Massachusetts
$628K 11,760 -11,467 -49%
BSW
184
Buckingham Strategic Wealth
Missouri
$600K 11,226 +307 +3%
TAM
185
Townsend Asset Management
North Carolina
$600K 11,221 +9,010 +408%
CCM
186
Chilton Capital Management
Texas
$586K 10,971 +85 +0.8%
AP
187
Appleton Partners
Massachusetts
$586K 10,957 +130 +1%
TRCT
188
Tower Research Capital (TRC)
New York
$563K 10,547 -1,635 -13%
IWC
189
Integrated Wealth Concepts
Massachusetts
$558K 10,437 +4,745 +83%
OPS
190
Orion Portfolio Solutions
Nebraska
$553K 10,350 +5,823 +129%
SCM
191
SOL Capital Management
Maryland
$543K 10,155 +655 +7%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$538K 31,605 +9,371 +42%
IC
193
IEQ Capital
California
$538K 10,061 +2,045 +26%
OIA
194
OneDigital Investment Advisors
Kansas
$536K 10,029 -282 -3%
CAM
195
Cresset Asset Management
Illinois
$512K 12,478 – –
CWM
196
Cedar Wealth Management
California
$505K 9,450 -16,116 -63%
WG
197
Welch Group
Alabama
$504K 9,434 +9,434 New
EW
198
Evoke Wealth
California
$493K 9,218 – –
CAG
199
Curtis Advisory Group
California
$481K 9,006 +506 +6%
EAM
200
Evanson Asset Management
California
$471K 8,815 +1,310 +17%
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