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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

222 hedge funds and large institutions have $5.27B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.38%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.41%
New
63
Increased
61
Reduced
56
Closed
17
Calls
–
Puts
$255K
Net Calls
-$255K
Net Calls Change
-$255K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.5B
2
TWM
2
Tanglewood Wealth Management
Texas
$25.6M
3
LNC
3
Lincoln National Corp
Pennsylvania
$19.3M
4
KLI
4
Kelman-Lazarov Inc
Tennessee
$17.8M
5
CCM
5
Covington Capital Management
California
$7.86M

Top Sellers

1
OFG
1
Oxford Financial Group
Indiana
$32.9M
2
PWS
2
Paragon Wealth Strategies
Florida
$1.52M
3
TA
3
Tiedemann Advisors
New York
$26.1M
4
Jane Street
4
Jane Street
New York
$1.21M
5
C
5
Clearshares
New York
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
201
Sonora Investment Management
Arizona
$7K +$7K +519 New
BCM
202
Blume Capital Management
California
$6K – – –
1NWS
203
1 North Wealth Services
Maryland
$6K – – –
SBL
204
Sargent Bickham Lagudis
Colorado
$6K +$6K +408 New
S
205
SignatureFD
Georgia
$5K -$200K -14,055 -98%
JWA
206
JFS Wealth Advisors
Pennsylvania
$5K – – –
GWMIA
207
Global Wealth Management Investment Advisory
Florida
$5K +$5K +354 New
APA
208
American Portfolios Advisors
New York
$4.52K – – –
FMP
209
Financial Management Professionals
Texas
$3K -$183 -15 -6%
CAC
210
Certified Advisory Corp
Florida
$3K +$3K +216 New
GEA
211
Glen Eagle Advisors
New Jersey
$2.65K – – –
BAMG
212
Brand Asset Management Group
Missouri
$2K – – –
TFGT
213
TS Financial Group (TSFG)
Illinois
$2K – – –
LFG
214
Larson Financial Group
Missouri
$2K +$2K +165 New
WQ
215
Wealth Quarterback
New Jersey
$1.03K +$1.03K +72 New
AF
216
Allworth Financial
California
$1K – – –
LWA
217
Lenox Wealth Advisors
New York
$1K – – –
TWA
218
TCI Wealth Advisors
Arizona
$1K – – –
IFWM
219
Institute for Wealth Management
Colorado
$1K +$1K +36 New
LC
220
Lindbrook Capital
California
$1K +$1K +63 New
SIS
221
Sound Income Strategies
Florida
$1K +$1K +69 New
KFS
222
Kelly Financial Services
Massachusetts
$778 – – –
NDSI
223
Newman Dignan & Sheerar Inc
Rhode Island
$263 +$3 +219 +1%
CMO
224
Covenant Multifamily Offices
Texas
– -$1.96M -148,272 Closed
M&T Bank
225
M&T Bank
New York
– -$1.33M -101,220 Closed
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