FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
176
Brinker Capital Investments
Pennsylvania
$840K +$840K +45,909 New
Goldman Sachs
177
Goldman Sachs
New York
$833K -$145K -7,926 -15%
BWM
178
Birchcreek Wealth Management
Ohio
$812K -$104K -5,700 -11%
TF
179
Theory Financial
Colorado
$787K +$5.71K +312 +0.7%
AAS
180
Avantax Advisory Services
Texas
$759K +$24.4K +1,332 +3%
RVPG
181
Relative Value Partners Group
$753K +$23.8K +1,302 +3%
AWA
182
Arete Wealth Advisors
Illinois
$749K +$104K +5,655 +16%
BRWA
183
B. Riley Wealth Advisors
Florida
$743K -$45.5K -2,487 -6%
SWM
184
Southern Wealth Management
Texas
$738K -$41.5K -2,265 -5%
CW
185
Connectus Wealth
Ohio
$714K -$14.3M -780,336 -95%
ASN
186
Advisory Services Network
Georgia
$711K +$262K +14,310 +58%
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$705K +$51K +2,784 +8%
CAM
188
Cresset Asset Management
Illinois
$685K – – –
CCM
189
Chilton Capital Management
Texas
$678K +$75.6K +4,128 +13%
AP
190
Appleton Partners
Massachusetts
$676K +$74.2K +4,053 +12%
SSWM
191
Sheets Smith Wealth Management
North Carolina
$655K +$8.4K +459 +1%
Lido Advisors
192
Lido Advisors
California
$639K +$159K +8,664 +33%
TAM
193
Townsend Asset Management
North Carolina
$618K +$1.7K +93 +0.3%
BSW
194
Buckingham Strategic Wealth
Missouri
$600K – – –
LNWWM
195
Laird Norton Wetherby Wealth Management
California
$586K +$116K +6,321 +25%
TFS
196
Thoroughbred Financial Services
Tennessee
$585K +$124K +6,801 +27%
ICG
197
InterOcean Capital Group
Tennessee
$561K +$231K +12,618 +70%
FPAS
198
Focus Partners Advisor Solutions
Missouri
$558K +$91.9K +5,022 +20%
OIA
199
OneDigital Investment Advisors
Kansas
$556K +$5.44K +297 +1%
IC
200
IEQ Capital
California
$554K +$1.87K +102 +0.3%
6 7
8
9 10