We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

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.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

24% more capital invested

Capital invested by funds: $7.03B → $8.7B (+$1.67B)

18% more funds holding in top 10

Funds holding in top 10: 39 → 46 (+7)

10% more funds holding

Funds holding: 354 → 388 (+34)

2.38% less ownership

Funds ownership: 246.11% → 243.73% (-2.4%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
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
Charles Schwab Investment Advisory
California
+$52M
2
PAG
Private Advisor Group
New Jersey
+$32.5M
3
RWM
Reston Wealth Management
Virginia
+$22.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21.9M
5
NB
Northwest Bancshares
Pennsylvania
+$21.8M

Top Sellers

1
WTA
Washington Trust Advisors
Massachusetts
-$39.3M
2
PPW
Pasadena Private Wealth
California
-$12.3M
3
CW
Connectus Wealth
Ohio
-$9.82M
4
ML
McAdam LLC
Pennsylvania
-$9.19M
5
Morgan Stanley
Morgan Stanley
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
176
Roof Eidam Maycock Peralta (REMP)
California
$751K -$101K -5,712 -12%
AAS
177
Avantax Advisory Services
Texas
$715K +$397K +22,413 +127%
RVPG
178
Relative Value Partners Group
$709K +$30.2K +1,704 +4%
DWM
179
Darwin Wealth Management
Florida
$659K -$7.48M -422,508 -92%
LPAM
180
Lodestar Private Asset Management
California
$655K +$651K +36,777 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$638K +$178K +10,053 +39%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$630K -$24.6K -1,389 -4%
BMM
183
Berkshire Money Management
Massachusetts
$628K -$609K -34,401 -49%
BSW
184
Buckingham Strategic Wealth
Missouri
$600K +$16.3K +921 +3%
TAM
185
Townsend Asset Management
North Carolina
$600K +$478K +27,030 +408%
CCM
186
Chilton Capital Management
Texas
$586K +$4.51K +255 +0.8%
AP
187
Appleton Partners
Massachusetts
$586K +$6.9K +390 +1%
TRCT
188
Tower Research Capital (TRC)
New York
$563K -$86.8K -4,905 -13%
IWC
189
Integrated Wealth Concepts
Massachusetts
$558K +$252K +14,235 +83%
OPS
190
Orion Portfolio Solutions
Nebraska
$553K +$309K +17,469 +129%
SCM
191
SOL Capital Management
Maryland
$543K +$34.8K +1,965 +7%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$538K +$497K +28,113 +42%
IC
193
IEQ Capital
California
$538K +$109K +6,135 +26%
OIA
194
OneDigital Investment Advisors
Kansas
$536K -$15K -846 -3%
CAM
195
Cresset Asset Management
Illinois
$512K – – –
CWM
196
Cedar Wealth Management
California
$505K -$855K -48,348 -63%
WG
197
Welch Group
Alabama
$504K +$501K +28,302 New
EW
198
Evoke Wealth
California
$493K – – –
CAG
199
Curtis Advisory Group
California
$481K +$26.9K +1,518 +6%
EAM
200
Evanson Asset Management
California
$471K +$69.5K +3,930 +17%
6 7
8
9 10

FNDX Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.7B — up 24% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.

  • 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
  • Funds reported $8.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2022.