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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
FCA
4
Fortis Capital Advisors
Kansas
$30M
5
BAM
5
Belpointe Asset Management
Nevada
$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 %
FCH
301
Freestone Capital Holdings
Washington
$788K 33,383 -660 -2%
EWA
302
EQ Wealth Advisors
Texas
$787K 33,317 -4,578 -12%
AP
303
Appleton Partners
Massachusetts
$785K 33,262 -7,493 -18%
ACA
304
Aptus Capital Advisors
Alabama
$785K 33,233 +1,295 +4%
LFS
305
Legacy Financial Strategies
Kansas
$783K 33,165 -5,850 -15%
HWM
306
HRC Wealth Management
Idaho
$745K 31,554 +548 +2%
AQR Capital Management
307
AQR Capital Management
Connecticut
$739K 31,315 +31,315 New
CIA
308
Capital Investment Advisors
Georgia
$732K 31,024 +8,096 +35%
CW
309
Channel Wealth
California
$731K 30,946 +4 +0%
IAN
310
Integrated Advisors Network
Texas
$730K 30,912 -1,017 -3%
SPIA
311
Steward Partners Investment Advisory
New York
$711K 30,130 -509 -2%
SYBT
312
Stock Yards Bank & Trust
Kentucky
$704K 29,838 +4,242 +17%
VA
313
Valmark Advisers
Ohio
$704K 29,823 +29,823 New
AWA
314
Archvest Wealth Advisors
California
$686K 29,063 +455 +2%
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$684K 28,991 +7,679 +36%
AFP
316
Ausdal Financial Partners
Iowa
$684K 28,965 +2,350 +9%
HIP
317
HUB Investment Partners
Texas
$682K 28,900 +3,226 +13%
KCIC
318
Kuhn & Co Investment Counsel
Illinois
$678K 28,713 +566 +2%
JIC
319
Johnson Investment Counsel
Ohio
$660K 27,946 +2,043 +8%
SCM
320
SOL Capital Management
Maryland
$652K 27,600 – –
William Blair & Company
321
William Blair & Company
Illinois
$645K 27,313 +610 +2%
QCM
322
QRG Capital Management
Illinois
$644K 27,266 +6,214 +30%
PCA
323
Prosperity Capital Advisors
Ohio
$633K 26,819 -6,152 -19%
EAM
324
Evanson Asset Management
California
$624K 26,442 – –
SIM
325
Studio Investment Management
Illinois
$623K 26,398 +1,541 +6%
11 12
13
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