FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

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.

Holders
388
Holders Change
+34
Holders Change %
+9.6%
% of All Funds
6.26%
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
1
Charles Schwab Investment Advisory
California
$6.3B
2
KHC
2
Koesten Hirschmann & Crabtree
Kansas
$32.7M
3
PAG
3
Private Advisor Group
New Jersey
$32.6M
4
RWM
4
Reston Wealth Management
Virginia
$30.5M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$22.1M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$628M
2
WTA
2
Washington Trust Advisors
Massachusetts
$17.7M
3
PPW
3
Pasadena Private Wealth
California
$0
4
ML
4
McAdam LLC
Pennsylvania
$111M
5
CW
5
Connectus Wealth
Ohio
$14.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
201
Lido Advisors
California
$468K 8,750 – –
CBFP
202
Cedar Brook Financial Partners
Ohio
$464K 8,687 +3 +0%
LNWWM
203
Laird Norton Wetherby Wealth Management
California
$457K 8,556 – –
LCM
204
Liberty Capital Management
Michigan
$455K 8,516 +8,516 New
FPAS
205
Focus Partners Advisor Solutions
Missouri
$453K 8,480 +8,480 New
JIC
206
Johnson Investment Counsel
Ohio
$451K 8,436 +379 +5%
FCA
207
FinTrust Capital Advisors
South Carolina
$449K 8,410 +4,895 +139%
TFS
208
Thoroughbred Financial Services
Tennessee
$448K 8,394 +269 +3%
ASN
209
Advisory Services Network
Georgia
$437K 8,173 +641 +9%
AOWM
210
Alpha Omega Wealth Management
Virginia
$437K 8,170 -1,218 -13%
CPA
211
Cardiff Park Advisors
California
$427K 7,993 +39 +0.5%
CWC
212
Carolinas Wealth Consulting
North Carolina
$422K 7,897 +5 +0.1%
WFA
213
Wellspring Financial Advisors
Ohio
$421K 7,875 +43 +0.5%
DACG
214
Donor Advised Charitable Giving
California
$420K 7,868 +43 +0.5%
Northern Trust
215
Northern Trust
Illinois
$414K 7,740 +7,740 New
HI
216
Harbour Investments
Wisconsin
$412K 7,710 +3,544 +85%
AAS
217
Ameritas Advisory Services
Nebraska
$399K 7,471 +51 +0.7%
PA
218
Parallel Advisors
California
$399K 7,462 +153 +2%
BIG
219
Builder Investment Group
Georgia
$396K 7,413 +7,413 New
Renaissance Technologies
220
Renaissance Technologies
New York
$395K 7,400 -23,800 -76%
SIMG
221
Sonora Investment Management Group
Arizona
$390K 7,306 +7,306 New
AWS
222
Atria Wealth Solutions
New York
$390K 7,301 +1,819 +33%
SCA
223
Snowden Capital Advisors
New York
$376K 7,032 -723 -9%
NDSI
224
Newman Dignan & Sheerar Inc
Rhode Island
$363K 6,789 +28 +0.4%
CW
225
CreativeOne Wealth
Kansas
$357K 6,675 +34 +0.5%
7 8
9
10 11