FNDX icon

Schwab Fundamental US Large Company Index ETF

691 hedge funds and large institutions have $16.5B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 222 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
MCM
276
MidAtlantic Capital Management
Virginia
$1.34M
CPRC
277
Consolidated Portfolio Review Corp
New York
$1.33M
BNP Paribas Financial Markets
278
BNP Paribas Financial Markets
France
$1.32M
VAF
279
Values Added Financial
District of Columbia
$1.31M
JWCA
280
J.W. Cole Advisors
Florida
$1.3M
AAS
281
Ameritas Advisory Services
Nebraska
$1.28M
BFG
282
Berger Financial Group
Minnesota
$1.28M
Empower Advisory Group
283
Empower Advisory Group
Colorado
$1.25M
AIM
284
AMI Investment Management
Indiana
$1.24M
VA
285
Valmark Advisers
Ohio
$1.22M
AIA
286
Arcadia Investment Advisors
Idaho
$1.2M
S
287
SignatureFD
Georgia
$1.19M
AOWM
288
Alpha Omega Wealth Management
Virginia
$1.19M
APC
289
Asset Planning Corporation
Tennessee
$1.13M
WPC
290
Wedmont Private Capital
Pennsylvania
$1.12M
KIA
291
KCM Investment Advisors
California
$1.11M
CA
292
CoreCap Advisors
Michigan
$1.08M
CAG
293
Csenge Advisory Group
Florida
$1.07M
GFP
294
Gryphon Financial Partners
Ohio
$1.05M
CPA
295
Clear Point Advisors
New York
$1.02M
KCIC
296
Kuhn & Co Investment Counsel
Illinois
$1M
PFM
297
Phillips Financial Management
Indiana
$1M
MBI
298
May Barnhard Investments
Maryland
$1,000K
AC
299
Apella Capital
Connecticut
$996K
SPC
300
Sigma Planning Corp
Michigan
$987K