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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

17 hedge funds and large institutions have $14.1M invested in Schwab Fundamental US Large Company Index ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
8
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.65M
2
WA
2
WESPAC Advisors
California
$2.55M
3
GAM
3
Gemmer Asset Management
California
$2.2M
4
WTB
4
Washington Trust Bank
Washington
$235K
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$798K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$0
2
Jane Street
2
Jane Street
New York
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1
SFMG Wealth Advisors
Texas
$2.78M 95,650 – –
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.65M 91,423 +91,423 New
WA
3
WESPAC Advisors
California
$2.55M 87,784 +87,784 New
GAM
4
Gemmer Asset Management
California
$2.2M 75,804 +33,235 +78%
Jane Street
5
Jane Street
New York
$2.04M 70,415 -15,686 -18%
NDSI
6
Newman Dignan & Sheerar Inc
Rhode Island
$798K 27,517 +4,580 +20%
KFS
7
KMS Financial Services
Washington
$368K 12,676 +2,799 +28%
WTB
8
Washington Trust Bank
Washington
$235K 8,110 +8,110 New
FBT
9
Founders Bank & Trust
Michigan
$158K 5,456 – –
Wells Fargo
10
Wells Fargo
California
$102K 3,500 +3,500 New
US Bancorp
11
US Bancorp
Minnesota
$87K 3,000 +3,000 New
FANJ
12
Financial Architects (New Jersey)
New Jersey
$40K 1,381 +430 +45%
TRCT
13
Tower Research Capital (TRC)
New York
$32K 1,096 +1,096 New
MWP
14
MYCIO Wealth Partners
Pennsylvania
$6K 200 +200 New
CCS
15
Crosspoint Capital Strategies
California
$6K 200 +200 New
PO
16
Private Ocean
California
$4K 134 +48 +56%
WA
17
WealthTrust-Arizona
Arizona
$1K 40 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– – -74,863 Closed