FNDX icon

Schwab Fundamental US Large Company Index ETF

730 hedge funds and large institutions have $17.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 309 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
Briggs Wealth Management
Connecticut
$1.99M
PWPS
252
Pinnacle Wealth Planning Services
Ohio
$1.91M
AV
253
Aspiring Ventures
Ohio
$1.89M
FHA
254
Flagship Harbor Advisors
Massachusetts
$1.88M
KFP
255
KMG Fiduciary Partners
Ohio
$1.88M
HAP
256
Harbor Asset Planning
Massachusetts
$1.84M
AWM
257
Angeles Wealth Management
California
$1.84M
AOWM
258
Alpha Omega Wealth Management
Virginia
$1.82M
MWA
259
Midland Wealth Advisors
Illinois
$1.82M
BC
260
Bulwark Capital
Florida
$1.8M
BPC
261
Bearing Point Capital
Minnesota
$1.79M
Vanguard Group
262
Vanguard Group
Pennsylvania
$1.78M
FSWA
263
Financial Synergies Wealth Advisors
Texas
$1.78M
HG
264
Harbor Group
New Hampshire
$1.77M
CIC
265
Carnegie Investment Counsel
Ohio
$1.75M
YWM
266
Yoder Wealth Management
California
$1.75M
WA
267
Whipplewood Advisors
Colorado
$1.71M
FPAS
268
Focus Partners Advisor Solutions
Missouri
$1.7M
MA
269
McGrath & Associates
North Carolina
$1.66M
MAM
270
Madison Asset Management
Wisconsin
$1.65M
SA
271
Sanctuary Advisors
Indiana
$1.64M
MWM
272
Modern Wealth Management
Kansas
$1.64M
HIM
273
Harbour Investment Management
Washington
$1.62M
Stifel Financial
274
Stifel Financial
Missouri
$1.61M
SSWM
275
Sheets Smith Wealth Management
North Carolina
$1.61M