FNDX icon

Schwab Fundamental US Large Company Index ETF

24.81 USD
+0.00
0.00%
At close Feb 14, 4:00 PM EST
After hours
24.85
+0.04
0.16%
1 day
0.00%
5 days
0.94%
1 month
4.33%
3 months
1.18%
6 months
9.58%
Year to date
5.08%
1 year
17.69%
5 years
71.58%
10 years
143.00%
0
Funds holding %
of 6,831 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

108% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 36

90% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 132

9% more funds holding in top 10

Funds holding in top 10: 54 [Q2] → 59 (+5) [Q3]

8% more capital invested

Capital invested by funds: $12.9B [Q2] → $14B (+$1.04B) [Q3]

6% more funds holding

Funds holding: 525 [Q2] → 557 (+32) [Q3]

0.61% less ownership

Funds ownership: 81.35% [Q2] → 80.75% (-0.61%) [Q3]

Research analyst outlook

We haven’t received any recent analyst ratings for FNDX.

Financial journalist opinion

Neutral
Zacks Investment Research
3 days ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Schwab Fundamental U.S. Large Company ETF (FNDX) is a passively managed exchange traded fund launched on 08/13/2013.
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Neutral
Seeking Alpha
2 weeks ago
FNDX: Fundamentals Leading To Attractive Valuation, But Not The Best Returns
Schwab Fundamental U.S. Large Company ETF follows a value-oriented strategy, focusing on companies' fundamentals like sales, cash flow, and dividends. FNDX's portfolio has a lower growth and profitability profile, underperforming broader indexes like the Russell 1000, especially in growth-favored environments. Despite lower volatility and a low expense ratio, the Fund is not ideal for growth-focused investors, better suiting those seeking value exposure.
FNDX: Fundamentals Leading To Attractive Valuation, But Not The Best Returns
Neutral
Zacks Investment Research
1 month ago
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
A smart beta exchange traded fund, the Schwab Fundamental U.S. Large Company ETF (FNDX) debuted on 08/13/2013, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
Neutral
Seeking Alpha
2 months ago
The Many Choices Of U.S. Dividend ETFs
VIG offers exposure to dividend-paying large-cap US companies that exhibit growth characteristics. SCHD offers exposure to dividend-paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio. DVY can be used as a long-term strategic holding as its 100 stock portfolio is well balanced from a sector perspective.
The Many Choices Of U.S. Dividend ETFs
Neutral
Zacks Investment Research
2 months ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Neutral
Zacks Investment Research
3 months ago
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
The Schwab Fundamental U.S. Large Company ETF (FNDX) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
Positive
Seeking Alpha
3 months ago
FNDX: A Modest Large-Cap Approach (Rating Upgrade)
FNDX offers a diversified, conservatively valued portfolio by selecting and weighting stocks based on revenue, free cash flow, dividends, and buybacks. The fund's sector allocations are more conservative, providing more potential stability amid economic risks and a restrictive monetary policy. Its past performance is not that different from that of the market and while there are alternatives to consider, this ETF's approach makes for a more accurate market exposure.
FNDX: A Modest Large-Cap Approach (Rating Upgrade)
Positive
24/7 Wall Street
3 months ago
Schwab Fundamental U.S. Large Company ETF (FNDX) Is a Buy Right Now
The Schwab Fundamental U.S. Large Company ETF (FNDX) is an exchange-traded fund designed to track the performance of large-cap U.S.
Schwab Fundamental U.S. Large Company ETF (FNDX) Is a Buy Right Now
Neutral
Zacks Investment Research
4 months ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Positive
The Motley Fool
4 months ago
Before You Buy the Invesco QQQ ETF, Here Are 3 Others to Try First
The high-flying Nasdaq-tracking ETF isn't always the best choice for most investors.
Before You Buy the Invesco QQQ ETF, Here Are 3 Others to Try First
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