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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

386 hedge funds and large institutions have $8.66B invested in Schwab Fundamental US Large Company Index ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 106 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.18%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
0.69%
New
41
Increased
175
Reduced
106
Closed
36
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
+$242K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$6.63B
2
SEIA
2
Signature Estate & Investment Advisors
California
$131M
3
PPW
3
Pasadena Private Wealth
California
$18.8M
4
YAL
4
Your Advocates Ltd
Texas
$19.9M
5
ML
5
McAdam LLC
Pennsylvania
$116M

Top Sellers

1
CW
1
Connectus Wealth
Ohio
$714K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$25.3M
3
BFA
3
BMS Financial Advisors
South Dakota
$0
4
JWM
4
Jackson Wealth Management
Florida
$0
5
TWM
5
Tanglewood Wealth Management
Texas
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
201
Darwin Wealth Management
Florida
$540K -$117K -6,285 -18%
SCM
202
SOL Capital Management
Maryland
$530K -$27.5K -1,500 -5%
WA
203
Wambolt & Associates
Colorado
$521K +$521K +28,284 New
WFAG
204
Wescott Financial Advisory Group
Pennsylvania
$520K -$280K -15,309 -35%
CWM
205
Cedar Wealth Management
California
$519K – – –
SCA
206
Snowden Capital Advisors
New York
$501K +$115K +6,276 +30%
CAG
207
Curtis Advisory Group
California
$493K -$1.43K -78 -0.3%
CA
208
Cetera Advisors
Colorado
$491K +$152K +8,304 +45%
EAM
209
Evanson Asset Management
California
$484K – – –
CBFP
210
Cedar Brook Financial Partners
Ohio
$477K +$165 +9 +0%
SWA
211
Strata Wealth Advisors
Texas
$462K +$462K +25,233 New
AAS
212
Ameritas Advisory Services
Nebraska
$459K +$45.3K +2,457 +11%
VCM
213
Vivaldi Capital Management
Illinois
$453K -$455K -24,858 -50%
JIC
214
Johnson Investment Counsel
Ohio
$453K -$10.7K -585 -2%
FCA
215
FinTrust Capital Advisors
South Carolina
$449K – – –
BPA
216
Beacon Pointe Advisors
California
$443K +$112K +6,114 +34%
CPA
217
Cardiff Park Advisors
California
$441K +$1.98K +108 +0.5%
WA
218
WESPAC Advisors
California
$438K +$438K +23,925 New
SFA
219
Sequoia Financial Advisors
Ohio
$436K +$202K +11,061 +87%
WF
220
Warner Financial
Maryland
$436K +$195K +10,668 +81%
WFA
221
Wellspring Financial Advisors
Ohio
$435K +$2.14K +117 +0.5%
DACG
222
Donor Advised Charitable Giving
California
$434K +$2.09K +114 +0.5%
CWC
223
Carolinas Wealth Consulting
North Carolina
$434K +$220 +12 +0.1%
HI
224
Harbour Investments
Wisconsin
$417K -$6.81K -372 -2%
BIG
225
Builder Investment Group
Georgia
$407K – – –
7 8
9
10 11