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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

476 hedge funds and large institutions have $10.9B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 191 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+65
Holders Change %
+15.82%
% of All Funds
6.98%
Holding in Top 10
50
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+25%
% of All Funds
0.73%
New
101
Increased
191
Reduced
125
Closed
29
Calls
$353K
Puts
$130K
Net Calls
+$223K
Net Calls Change
+$208K

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$174M
2
CSIA
Charles Schwab Investment Advisory
California
$7.77B
3
Morgan Stanley
Morgan Stanley
New York
$123M
4
CAN
Cetera Advisor Networks
California
$30.5M
5
KCPG
Kavar Capital Partners Group
Kansas
$48.6M

Top Sellers

1
YAL
Your Advocates Ltd
Texas
$16.9M
2
Osaic Holdings
Osaic Holdings
Arizona
$38.5M
3
MWM
Meridian Wealth Management
Kentucky
$2.46M
4
GVAG
Great Valley Advisor Group
Delaware
$4.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
176
Arcadia Investment Advisors
Idaho
$1.46M -$591K -28,632 -29%
NSG
177
Nalls Sherbakoff Group
Tennessee
$1.46M +$7.25K +351 +0.5%
CA
178
Continuum Advisory
Idaho
$1.46M -$175K -8,487 -11%
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$1.43M +$1.43M +69,363 New
QCG
180
Quadrant Capital Group
Ohio
$1.43M -$91.4K -4,425 -6%
HG
181
Harbor Group
New Hampshire
$1.42M -$4.52K -219 -0.3%
LIA
182
LBMC Investment Advisors
Tennessee
$1.42M +$62 +3 +0%
FTS
183
Fifth Third Securities
Ohio
$1.39M +$287K +13,914 +26%
FHA
184
Flagship Harbor Advisors
Massachusetts
$1.38M +$1.38M +66,840 New
SFS
185
Solitude Financial Services
Virginia
$1.38M +$16.1K +780 +1%
E
186
ETFidea
New York
$1.36M +$901K +43,662 +196%
SWM
187
Spire Wealth Management
Virginia
$1.36M +$18.1K +879 +1%
NA
188
NewEdge Advisors
Louisiana
$1.36M +$877K +42,255 +182%
MAM
189
Madison Asset Management
Wisconsin
$1.35M – – –
Truist Financial
190
Truist Financial
North Carolina
$1.25M -$38.5K -1,863 -3%
BFM
191
Boston Financial Management
Massachusetts
$1.25M – – –
FFN
192
Focus Financial Network
Minnesota
$1.23M -$152K -7,344 -11%
AA
193
Addison Advisors
Vermont
$1.21M +$16.4K +795 +1%
FVWA
194
Foster Victor Wealth Advisors
South Carolina
$1.21M -$23K -1,110 -2%
ASN
195
Advisory Services Network
Georgia
$1.19M +$11.4K +552 +1%
IWC
196
Integrated Wealth Concepts
Massachusetts
$1.19M +$163K +7,890 +16%
SIC
197
Salem Investment Counselors
North Carolina
$1.19M +$33.8K +1,635 +3%
AWM
198
Angeles Wealth Management
California
$1.19M – – –
GRP
199
Global Retirement Partners
California
$1.17M +$525K +25,719 +81%
JCIA
200
Jackson Creek Investment Advisors
Colorado
$1.17M -$42.1K -2,040 -3%
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