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Schwab Fundamental US Large Company Index ETF
FNDX

388 hedge funds and large institutions have $8.7B invested in Schwab Fundamental US Large Company Index ETF in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 159 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 34

71% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 93

24% more capital invested

Capital invested by funds: $7.03B → $8.7B (+$1.67B)

18% more funds holding in top 10

Funds holding in top 10: 39 → 46 (+7)

10% more funds holding

Funds holding: 354 → 388 (+34)

2.38% less ownership

Funds ownership: 246.11% → 243.73% (-2.4%)

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.24%
Holding in Top 10
46
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.95%
% of All Funds
0.74%
New
75
Increased
159
Reduced
93
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$52M
2
PAG
Private Advisor Group
New Jersey
+$32.5M
3
RWM
Reston Wealth Management
Virginia
+$22.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$21.9M
5
NB
Northwest Bancshares
Pennsylvania
+$21.8M

Top Sellers

1
WTA
Washington Trust Advisors
Massachusetts
-$39.3M
2
PPW
Pasadena Private Wealth
California
-$12.3M
3
CW
Connectus Wealth
Ohio
-$9.82M
4
ML
McAdam LLC
Pennsylvania
-$9.19M
5
Morgan Stanley
Morgan Stanley
New York
-$8.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
201
Lido Advisors
California
$468K – – –
CBFP
202
Cedar Brook Financial Partners
Ohio
$464K +$159 +9 +0%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$457K – – –
LCM
204
Liberty Capital Management
Michigan
$455K +$452K +25,548 New
FPAS
205
Focus Partners Advisor Solutions
Missouri
$453K +$450K +25,440 New
JIC
206
Johnson Investment Counsel
Ohio
$451K +$20.1K +1,137 +5%
FCA
207
FinTrust Capital Advisors
South Carolina
$449K +$260K +14,685 +139%
TFS
208
Thoroughbred Financial Services
Tennessee
$448K +$14.3K +807 +3%
ASN
209
Advisory Services Network
Georgia
$437K +$34K +1,923 +9%
AOWM
210
Alpha Omega Wealth Management
Virginia
$437K -$64.7K -3,654 -13%
CPA
211
Cardiff Park Advisors
California
$427K +$2.07K +117 +0.5%
CWC
212
Carolinas Wealth Consulting
North Carolina
$422K +$265 +15 +0.1%
WFA
213
Wellspring Financial Advisors
Ohio
$421K +$2.28K +129 +0.5%
DACG
214
Donor Advised Charitable Giving
California
$420K +$2.28K +129 +0.5%
Northern Trust
215
Northern Trust
Illinois
$414K +$411K +23,220 New
HI
216
Harbour Investments
Wisconsin
$412K +$188K +10,632 +85%
AAS
217
Ameritas Advisory Services
Nebraska
$399K +$2.71K +153 +0.7%
PA
218
Parallel Advisors
California
$399K +$8.12K +459 +2%
BIG
219
Builder Investment Group
Georgia
$396K +$393K +22,239 New
Renaissance Technologies
220
Renaissance Technologies
New York
$395K -$1.26M -71,400 -76%
SIMG
221
Sonora Investment Management Group
Arizona
$390K +$388K +21,918 New
AWS
222
Atria Wealth Solutions
New York
$390K +$96.6K +5,457 +33%
SCA
223
Snowden Capital Advisors
New York
$376K -$38.4K -2,169 -9%
NDSI
224
Newman Dignan & Sheerar Inc
Rhode Island
$363K +$1.49K +84 +0.4%
CW
225
CreativeOne Wealth
Kansas
$357K +$1.8K +102 +0.5%
7 8
9
10 11

FNDX Hedge Fund Activity: Q4 2022 in Review

388 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Fundamental US Large Company Index ETF (FNDX) for Q4 2022, worth a combined $8.7B — up 24% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new FNDX positions and 34 closed out — a net gain of 41 holders — while 159 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52M. The largest seller was Washington Trust Advisors, cutting an estimated $39.3M.

  • 388 institutional investors held Schwab Fundamental US Large Company Index ETF (FNDX) as of Q4 2022, up from 354 in Q3 2022.
  • Funds reported $8.7B of Schwab Fundamental US Large Company Index ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 75 funds opened new Schwab Fundamental US Large Company Index ETF positions in Q4 2022 and 34 closed out, a net change of +41 holders.
  • The largest Schwab Fundamental US Large Company Index ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $52M added.
  • The largest Schwab Fundamental US Large Company Index ETF seller in Q4 2022 was Washington Trust Advisors, an estimated $39.3M sold.

Based on aggregated 13F filings for Q4 2022.