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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

498 hedge funds and large institutions have $12.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
7.22%
Holding in Top 10
53
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6%
% of All Funds
0.77%
New
62
Increased
229
Reduced
136
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$8.62B
2
Ameriprise
Ameriprise
Minnesota
$169M
3
Charles Schwab
Charles Schwab
California
$81.1M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$45.3M
5
GC
Gratus Capital
Georgia
$21.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$79M
2
KCPG
Kavar Capital Partners Group
Kansas
$28.1M
3
CCMG
Clark Capital Management Group
Pennsylvania
$31.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$24.3M
5
AFA
Arlington Financial Advisors
California
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
176
Future Financial Wealth Management
Ohio
$1.73M +$47.5K +2,115 +3%
FTS
177
Fifth Third Securities
Ohio
$1.71M +$197K +8,775 +13%
BFG
178
Berger Financial Group
Minnesota
$1.71M +$1.71M +75,924 New
APC
179
Asset Planning Corporation
Tennessee
$1.64M -$110K -4,911 -6%
YWM
180
Yoder Wealth Management
California
$1.63M -$12K -534 -0.7%
SPWM
181
Schrum Private Wealth Management
Florida
$1.63M +$67 +3 +0%
NA
182
NewEdge Advisors
Louisiana
$1.62M +$146K +6,489 +10%
QCG
183
Quadrant Capital Group
Ohio
$1.57M +$15K +666 +1%
WF
184
Warner Financial
Maryland
$1.57M +$492K +21,903 +46%
ASN
185
Advisory Services Network
Georgia
$1.56M +$264K +11,772 +20%
SWM
186
Spire Wealth Management
Virginia
$1.55M +$70.6K +3,141 +5%
AIM
187
Alhambra Investment Management
Florida
$1.54M +$1.54M +68,643 New
LIA
188
LBMC Investment Advisors
Tennessee
$1.54M +$135 +6 +0%
SAI
189
Savvy Advisors Inc
New York
$1.54M +$1.01M +45,162 +194%
HG
190
Harbor Group
New Hampshire
$1.53M -$7.89K -351 -0.5%
GVAG
191
Great Valley Advisor Group
Delaware
$1.53M -$3.29M -146,223 -68%
SA
192
SpiderRock Advisors
Delaware
$1.53M +$1.53M +69,720 New
EH
193
Equitable Holdings
New York
$1.5M -$274K -12,219 -16%
MAM
194
Madison Asset Management
Wisconsin
$1.47M – – –
AIA
195
Arcadia Investment Advisors
Idaho
$1.46M -$127K -5,640 -8%
IWM
196
IHT Wealth Management
Illinois
$1.45M +$935K +41,619 +183%
BFM
197
Boston Financial Management
Massachusetts
$1.36M +$1.69K +75 +0.1%
SIC
198
Salem Investment Counselors
North Carolina
$1.35M +$57.3K +2,550 +4%
IWC
199
Integrated Wealth Concepts
Massachusetts
$1.35M +$50.6K +2,253 +4%
HIM
200
Harbour Investment Management
Washington
$1.33M +$1.33M +59,391 New
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