We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

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

271% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 17

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

23% more funds holding

Funds holding: 180222 (+42)

16% more capital invested

Capital invested by funds: $4.56B → $5.27B (+$713M)

3.26% more ownership

Funds ownership: 252.08%255.34% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $255K

Holders
222
Holders Change
+42
Holders Change %
+23.33%
% of All Funds
4.37%
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
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Sonora Investment Management
Arizona
$7K +$7.09K +519 New
1NWS
202
1 North Wealth Services
Maryland
$6K
BCM
203
Blume Capital Management
California
$6K
SBL
204
Sargent Bickham Lagudis
Colorado
$6K +$5.57K +408 New
S
205
SignatureFD
Georgia
$5K -$192K -14,055 -98%
JWA
206
JFS Wealth Advisors
Pennsylvania
$5K
GWMIA
207
Global Wealth Management Investment Advisory
Florida
$5K +$4.83K +354 New
APA
208
American Portfolios Advisors
New York
$4.52K
FMP
209
Financial Management Professionals
Texas
$3K -$205 -15 -6%
CAC
210
Certified Advisory Corp
Florida
$3K +$2.95K +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 +$2.25K +165 New
WQ
215
Wealth Quarterback
New Jersey
$1.03K +$983 +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 +$492 +36 New
LC
220
Lindbrook Capital
California
$1K +$860 +63 New
SIS
221
Sound Income Strategies
Florida
$1K +$942 +69 New
KFS
222
Kelly Financial Services
Massachusetts
$778
NDSI
223
Newman Dignan & Sheerar Inc
Rhode Island
$263 +$2.99K +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