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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

565 hedge funds and large institutions have $13.6B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+34
Holders Change %
+6.4%
% of All Funds
8.17%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.85%
New
76
Increased
257
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
Signature Estate & Investment Advisors
California
$229M
2
CPG
Cornerstone Planning Group
New Jersey
$31.3M
3
Charles Schwab
Charles Schwab
California
$9.37B
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$333M
5
AWM
Allen Wealth Management
North Carolina
$22.4M

Top Sellers

1
PA
Prism Advisors
California
$708K
2
CFA
Cahill Financial Advisors
Minnesota
$23M
3
NB
Northwest Bancshares
Pennsylvania
$149M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.43M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$1.62M – – –
FHA
202
Flagship Harbor Advisors
Massachusetts
$1.59M +$1.59M +66,612 New
HG
203
Harbor Group
New Hampshire
$1.56M -$50.2K -2,097 -3%
EWA
204
EP Wealth Advisors
California
$1.56M -$87K -3,636 -5%
MAM
205
Madison Asset Management
Wisconsin
$1.5M -$58.1K -2,427 -4%
CCAM
206
Cascades Capital Asset Management
North Carolina
$1.5M +$1.5M +62,589 New
CPA
207
Clear Point Advisors
New York
$1.49M +$53.2K +2,226 +4%
AWM
208
Angeles Wealth Management
California
$1.49M – – –
SIC
209
Salem Investment Counselors
North Carolina
$1.47M +$68.1K +2,847 +5%
FSWA
210
Financial Synergies Wealth Advisors
Texas
$1.47M +$180K +7,509 +14%
BFM
211
Boston Financial Management
Massachusetts
$1.46M +$16.3K +681 +1%
APC
212
Asset Planning Corporation
Tennessee
$1.46M +$2.66K +111 +0.2%
HIM
213
Harbour Investment Management
Washington
$1.42M – – –
HI
214
Harbour Investments
Wisconsin
$1.4M +$309K +12,915 +28%
KFP
215
KMG Fiduciary Partners
Ohio
$1.4M +$1.4M +58,680 New
BFG
216
Berger Financial Group
Minnesota
$1.38M – – –
Renaissance Technologies
217
Renaissance Technologies
New York
$1.37M +$416K +17,400 +44%
FPAS
218
Focus Partners Advisor Solutions
Missouri
$1.37M -$38.2K -1,596 -3%
VNA
219
Valley National Advisers
Pennsylvania
$1.36M -$569K -23,802 -29%
JCIA
220
Jackson Creek Investment Advisors
Colorado
$1.36M -$35.9K -1,503 -3%
AA
221
Addison Advisors
Vermont
$1.36M – – –
AIA
222
Arcadia Investment Advisors
Idaho
$1.3M -$153K -6,381 -10%
WA
223
Waverly Advisors
Alabama
$1.29M -$266K -11,103 -17%
KWA
224
Kingswood Wealth Advisors
California
$1.28M -$87K -3,636 -6%
JCM
225
Jacobi Capital Management
Pennsylvania
$1.25M +$686K +28,695 +121%
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