FNDX icon

Schwab Fundamental US Large Company Index ETF

531 hedge funds and large institutions have $12.4B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 207 increasing their positions, 145 reducing their positions, and 37 closing their positions.

Holders
531
Holders Change
+33
Holders Change %
+6.63%
% of All Funds
7.72%
Holding in Top 10
54
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.89%
% of All Funds
0.79%
New
78
Increased
207
Reduced
145
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$8.73B 130,306,774 +129,103,906 +10,733%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$290M 4,327,930 +1,308,864 +43%
ML
3
McAdam LLC
Pennsylvania
$184M 2,750,884 +165,901 +6%
SEIA
4
Signature Estate & Investment Advisors
California
$180M 2,694,681 +33,748 +1%
NB
5
Northwest Bancshares
Pennsylvania
$141M 2,099,479 +14,839 +0.7%
Ameriprise
6
Ameriprise
Minnesota
$140M 2,081,054 -426,955 -17%
SCM
7
Steele Capital Management
Iowa
$133M 1,975,923 +3,804 +0.2%
GWS
8
Glassman Wealth Services
Virginia
$99.8M 1,490,577 +9,662 +0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$86.9M 1,296,701 +176,979 +16%
CC
10
Callan Capital
California
$81.3M 1,213,495 +29,704 +3%
Morgan Stanley
11
Morgan Stanley
New York
$80.5M 1,202,571 +29,636 +3%
Bank of America
12
Bank of America
North Carolina
$61.9M 924,355 +8,726 +1%
CST
13
Charles Schwab Trust
Nevada
$57M 850,967 -230 -0%
LF
14
Lee Financial
Texas
$56.1M 836,020 +26,889 +3%
KLI
15
Kelman-Lazarov Inc
Tennessee
$53.6M 800,453 -135 -0%
GAM
16
Gemmer Asset Management
California
$51.7M 772,112 +35,166 +5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$50.1M 747,908 +75,513 +11%
PAG
18
Private Advisor Group
New Jersey
$46.5M 694,888 +12,504 +2%
BIA
19
Bell Investment Advisors
California
$46.4M 693,491 -32,235 -4%
AA
20
Ashford Advisors
New York
$44.9M 669,975 +5,140 +0.8%
RWM
21
Reston Wealth Management
Virginia
$43.9M 654,843 +3,174 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$41.8M 623,934 +263,382 +73%
UBS Group
23
UBS Group
Switzerland
$41.3M 616,610 +79,948 +15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$40.6M 606,351 +23,116 +4%
TWM
25
Tanglewood Wealth Management
Texas
$40.2M 600,760 +2,513 +0.4%