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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

257 hedge funds and large institutions have $5.19B invested in Schwab Fundamental US Large Company Index ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 16 closing their positions.

Holders
257
Holders Change
+39
Holders Change %
+17.89%
% of All Funds
4.53%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.42%
New
58
Increased
92
Reduced
63
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B
2
AA
2
Ashford Advisors
New York
$15M
3
TWM
3
Tanglewood Wealth Management
Texas
$14.9M
4
Truist Financial
4
Truist Financial
North Carolina
$14.8M
5
LPL Financial
5
LPL Financial
California
$11M

Top Sellers

1
CCA
1
Cobblestone Capital Advisors
New York
$13M
2
RC
2
RegentAtlantic Capital
New Jersey
$16.2M
3
MAM
3
Madison Asset Management
Wisconsin
$1.36M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
NDSI
5
Newman Dignan & Sheerar Inc
Rhode Island
$358K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$4.3B 83,241,900 +2,148,640 +3%
ML
2
McAdam LLC
Pennsylvania
$76.2M 1,475,100 +67,073 +5%
GWS
3
Glassman Wealth Services
Virginia
$65.9M 1,274,862 +1,497 +0.1%
KLI
4
Kelman-Lazarov Inc
Tennessee
$46.4M 898,686 +4,929 +0.6%
OFG
5
Oxford Financial Group
Indiana
$32M 619,526 +6 +0%
AFA
6
Arlington Financial Advisors
California
$30.6M 592,534 +3,506 +0.6%
RCA
7
Resonant Capital Advisors
Wisconsin
$29M 560,811 +32,707 +6%
CST
8
Charles Schwab Trust
Nevada
$22.9M 440,441 +112,685 +34%
Morgan Stanley
9
Morgan Stanley
New York
$20M 387,872 +22,653 +6%
Ameriprise
10
Ameriprise
Minnesota
$19.9M 384,251 -12,009 -3%
LNC
11
Lincoln National Corp
Pennsylvania
$19.8M 382,292 -21,243 -5%
CC
12
Callan Capital
California
$18.2M 351,943 +73,222 +26%
PS
13
Planned Solutions
California
$17.8M 343,843 +2,391 +0.7%
RC
14
RegentAtlantic Capital
New Jersey
$16.2M 313,267 -230,401 -42%
UBS Group
15
UBS Group
Switzerland
$15.7M 303,168 +48,901 +19%
AA
16
Ashford Advisors
New York
$15M 289,566 +289,566 New
TWM
17
Tanglewood Wealth Management
Texas
$14.9M 289,186 +289,186 New
Truist Financial
18
Truist Financial
North Carolina
$14.8M 286,915 +276,904 +2,766%
CCA
19
Cobblestone Capital Advisors
New York
$13M 250,621 -609,286 -71%
OWM
20
Opes Wealth Management
California
$12.6M 243,958 -7,406 -3%
Bank of America
21
Bank of America
North Carolina
$11.9M 229,409 -37,630 -14%
MWP
22
Moller Wealth Partners
$11.4M 221,488 +42,285 +24%
KAS
23
Kestra Advisory Services
Texas
$11.4M 220,695 -7,490 -3%
BCWM
24
Bartlett & Co Wealth Management
Ohio
$11.3M 219,012 +31,947 +17%
BC
25
Bartlett & Co
Ohio
$11.3M 219,012 +31,947 +17%
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