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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

657 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 275 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.87B
2
AC
2
AlphaCore Capital
California
$83.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$157M
4
BFA
4
Boulay Financial Advisors
Minnesota
$195M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$85.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.6M
2
AA
2
ALPS Advisors
Colorado
$0
3
QCG
3
Quadrant Capital Group
Ohio
$77.2M
4
MNA
4
Manning & Napier Advisors
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPP
226
Capasso Planning Partners
South Carolina
$1.88M -$802K -32,679 -30%
AF
227
Advisornet Financial
Minnesota
$1.85M -$1.03M -41,807 -36%
SAW
228
Signal Advisors Wealth
Michigan
$1.84M -$3.83M -156,094 -67%
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$1.84M -$446K -18,178 -20%
HAP
230
Harbor Asset Planning
Massachusetts
$1.84M +$1.84M +74,893 New
FWM
231
Foguth Wealth Management
Michigan
$1.82M -$3.99M -162,783 -69%
SPWM
232
Schrum Private Wealth Management
Florida
$1.82M +$221 +9 +0%
BPC
233
Bearing Point Capital
Minnesota
$1.8M – – –
WEG
234
World Equity Group
Illinois
$1.76M +$766K +31,198 +77%
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$1.75M +$1.75M +71,500 New
AV
236
Aspiring Ventures
Ohio
$1.72M – – –
KFP
237
KMG Fiduciary Partners
Ohio
$1.71M +$55.4K +2,258 +3%
BBHC
238
Brown Brothers Harriman & Co
New York
$1.7M +$1.7M +69,105 New
PG
239
Prostatis Group
Maryland
$1.68M +$128K +5,224 +8%
YWM
240
Yoder Wealth Management
California
$1.66M -$40K -1,631 -2%
AWM
241
Angeles Wealth Management
California
$1.66M -$95K -3,873 -5%
MWA
242
Midland Wealth Advisors
Illinois
$1.63M -$220K -8,982 -12%
FHA
243
Flagship Harbor Advisors
Massachusetts
$1.61M +$2.65K +108 +0.2%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$1.6M +$147K +5,997 +10%
FSWA
245
Financial Synergies Wealth Advisors
Texas
$1.58M +$187K +7,617 +13%
MA
246
McGrath & Associates
North Carolina
$1.58M -$4.22K -172 -0.3%
HG
247
Harbor Group
New Hampshire
$1.57M -$6.14K -250 -0.4%
WA
248
Whipplewood Advisors
Colorado
$1.57M +$1.55M +63,006 +6,797%
LIA
249
LBMC Investment Advisors
Tennessee
$1.54M – – –
WA
250
Waverly Advisors
Alabama
$1.54M -$166K -6,776 -10%
8 9
10
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