FNDX icon

Schwab Fundamental US Large Company Index ETF

623 hedge funds and large institutions have $14.3B invested in Schwab Fundamental US Large Company Index ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 504 increasing their positions, 4 reducing their positions, and 39 closing their positions.

Holders
623
Holders Change
+58
Holders Change %
+10.27%
% of All Funds
8.3%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
0.84%
New
110
Increased
504
Reduced
4
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$9.31B 393,150,463 +262,526,108 +201%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$597M 25,195 +16,749 +198%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$354M 14,941,376 +10,300,064 +222%
SEIA
4
Signature Estate & Investment Advisors
California
$246M 10,389,148 +7,192,613 +225%
ML
5
McAdam LLC
Pennsylvania
$216M 9,110,044 +6,193,223 +212%
SCM
6
Steele Capital Management
Iowa
$142M 5,979,245 +3,993,372 +201%
NB
7
Northwest Bancshares
Pennsylvania
$140M 5,913,070 +3,840,026 +185%
Ameriprise
8
Ameriprise
Minnesota
$139M 5,885,606 +3,552,950 +152%
GWS
9
Glassman Wealth Services
Virginia
$107M 4,514,762 +3,014,069 +201%
Morgan Stanley
10
Morgan Stanley
New York
$96.8M 4,087,099 +2,817,697 +222%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$89.1M 3,761,641 +2,279,684 +154%
CC
12
Callan Capital
California
$88.1M 3,720,737 +2,502,026 +205%
Bank of America
13
Bank of America
North Carolina
$66.9M 2,826,216 +1,772,515 +168%
CST
14
Charles Schwab Trust
Nevada
$64.1M 2,708,289 +1,809,709 +201%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$63.3M 2,672,125 +1,843,275 +222%
LF
16
Lee Financial
Texas
$59M 2,493,356 +1,660,841 +199%
LPL Financial
17
LPL Financial
California
$58.9M 2,486,614 +1,974,168 +385%
GAM
18
Gemmer Asset Management
California
$58.6M 2,473,879 +1,683,829 +213%
KLI
19
Kelman-Lazarov Inc
Tennessee
$54.2M 2,289,225 +1,479,451 +183%
BWP
20
BlueStem Wealth Partners
Minnesota
$53.4M 2,254,263 +2,254,263 New
UBS Group
21
UBS Group
Switzerland
$53.1M 2,243,099 +1,493,477 +199%
RWM
22
Reston Wealth Management
Virginia
$49.4M 2,086,496 +1,412,414 +210%
BIA
23
Bell Investment Advisors
California
$49.4M 2,084,426 +1,399,210 +204%
PAG
24
Private Advisor Group
New Jersey
$49.2M 2,075,613 +1,383,439 +200%
AA
25
Ashford Advisors
New York
$47.5M 2,005,958 +1,336,198 +200%