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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

630 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
8.56%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
71
Increased
285
Reduced
157
Closed
48
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
BFA
1
Boulay Financial Advisors
Minnesota
$140M
2
QCG
2
Quadrant Capital Group
Ohio
$104M
3
Ameriprise
3
Ameriprise
Minnesota
$183M
4
BAM
4
Belpointe Asset Management
Nevada
$30M
5
FCA
5
Fortis Capital Advisors
Kansas
$30M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
2
Charles Schwab
California
$9.19B
3
SEIA
3
Signature Estate & Investment Advisors
California
$175M
4
ML
4
McAdam LLC
Pennsylvania
$191M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
226
Ameritas Advisory Services
Nebraska
$1.63M 68,777 +821 +1%
GAA
227
Global Assets Advisory
Florida
$1.61M 72,210 +72,210 New
AV
228
Aspiring Ventures
Ohio
$1.61M 70,017 – –
KFP
229
KMG Fiduciary Partners
Ohio
$1.59M 67,290 +1,107 +2%
SIC
230
Salem Investment Counselors
North Carolina
$1.57M 66,415 +4,386 +7%
BCG
231
Breakwater Capital Group
New Jersey
$1.57M 66,348 +44,951 +210%
FHA
232
Flagship Harbor Advisors
Massachusetts
$1.54M 65,381 +1,048 +2%
MA
233
McGrath & Associates
North Carolina
$1.52M 64,532 -6,637 -9%
HG
234
Harbor Group
New Hampshire
$1.52M 64,425 +263 +0.4%
NCM
235
Next Capital Management
New York
$1.5M 63,626 +10,830 +21%
PG
236
Prostatis Group
Maryland
$1.5M 63,378 +21,131 +50%
LIA
237
LBMC Investment Advisors
Tennessee
$1.49M 62,929 -5,701 -8%
MAM
238
Madison Asset Management
Wisconsin
$1.48M 62,853 – –
IA
239
IFP Advisors
Florida
$1.48M 62,728 +9,806 +19%
PWA
240
Principia Wealth Advisory
Texas
$1.47M 65,499 +4,469 +7%
CA
241
Capital Advantage
California
$1.46M 61,632 – –
WA
242
Whipplewood Advisors
Colorado
$1.44M 927 -61,254 -99%
HI
243
Harbour Investments
Wisconsin
$1.44M 60,948 +5,547 +10%
NFG
244
Nations Financial Group
Iowa
$1.43M 60,717 +10,908 +22%
CPA
245
Clear Point Advisors
New York
$1.42M 60,158 -2,563 -4%
KWA
246
Kingswood Wealth Advisors
California
$1.41M 59,883 +4,845 +9%
Stifel Financial
247
Stifel Financial
Missouri
$1.41M 59,539 +8,875 +18%
HIM
248
Harbour Investment Management
Washington
$1.4M 59,391 – –
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$1.39M 59,042 +16,404 +38%
IWM
250
IHT Wealth Management
Illinois
$1.37M 58,201 -6,691 -10%
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