FNDX icon

Schwab Fundamental US Large Company Index ETF

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
8.82%
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
Name Holding Trade Value Shares
Change
Shares
Change %
HI
276
Harbour Investments
Wisconsin
$1.24M -$256K -10,452 -17%
VNA
277
Valley National Advisers
Pennsylvania
$1.24M -$52.7K -2,151 -4%
BFG
278
Berger Financial Group
Minnesota
$1.24M +$393 +16 +0%
VAF
279
Values Added Financial
District of Columbia
$1.22M
MWM
280
Modern Wealth Management
Kansas
$1.2M -$7.8K -318 -0.6%
AIA
281
Arcadia Investment Advisors
Idaho
$1.16M -$48K -1,956 -4%
AIM
282
AMI Investment Management
Indiana
$1.15M -$1.62M -66,018 -58%
AOWM
283
Alpha Omega Wealth Management
Virginia
$1.15M +$87.6K +3,568 +8%
S
284
SignatureFD
Georgia
$1.11M +$16.1K +656 +1%
JWCA
285
J.W. Cole Advisors
Florida
$1.1M +$1.1M +44,832 New
AAS
286
Avantax Advisory Services
Texas
$1.1M +$469K +19,100 +75%
APC
287
Asset Planning Corporation
Tennessee
$1.08M -$284K -11,564 -21%
YIH
288
Y-Intercept (HK)
Hong Kong
$1.06M +$1.06M +43,078 New
WPC
289
Wedmont Private Capital
Pennsylvania
$1.05M +$14.3K +572 +1%
CIC
290
Carnegie Investment Counsel
Ohio
$1.05M +$134K +5,453 +15%
KIA
291
KCM Investment Advisors
California
$1.04M -$18.3K -744 -2%
SC
292
SouthState Corp
Florida
$1.02M -$11.7K -477 -1%
CPA
293
Clear Point Advisors
New York
$973K -$503K -20,509 -34%
WI
294
Westbourne Investments
Virginia
$954K -$35.9K -1,464 -4%
GFP
295
Gryphon Financial Partners
Ohio
$953K +$953K +38,848 New
MBI
296
May Barnhard Investments
Maryland
$946K +$42.1K +1,715 +5%
PA
297
Parallel Advisors
California
$937K +$42.2K +1,719 +5%
KCIC
298
Kuhn & Co Investment Counsel
Illinois
$936K +$232K +9,448 +33%
PFM
299
Phillips Financial Management
Indiana
$932K +$852K +34,842 +1,071%
TAM
300
Townsend Asset Management
North Carolina
$898K +$10.7K +436 +1%