FNDX icon

Schwab Fundamental US Large Company Index ETF

661 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, 278 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
TAM
301
Townsend Asset Management
North Carolina
$898K
SYBT
302
Stock Yards Bank & Trust
Kentucky
$893K
AC
303
Apella Capital
Connecticut
$890K
SFG
304
Sage Financial Group
Pennsylvania
$889K
TPA
305
Trivium Point Advisory
Connecticut
$886K
IAN
306
Integrated Advisors Network
Texas
$885K
CCA
307
Clarity Capital Advisors
Florida
$874K
NJIM
308
Nabity-Jensen Investment Management
Nebraska
$871K
CA
309
Continuum Advisory
Idaho
$869K
SFG
310
Sovereign Financial Group
Connecticut
$868K
BFP
311
Beacon Financial Planning
Massachusetts
$862K
FCH
312
Freestone Capital Holdings
Washington
$854K
FFA
313
Farther Finance Advisors
California
$854K
VA
314
Valmark Advisers
Ohio
$838K
LFS
315
Legacy Financial Strategies
Kansas
$837K
VBFG
316
Vishria Bird Financial Group
Tennessee
$826K
ACA
317
Aptus Capital Advisors
Alabama
$809K
Tudor Investment Corp
318
Tudor Investment Corp
Connecticut
$809K
CIAS
319
CFS Investment Advisory Services
New Jersey
$797K
AAS
320
Ameritas Advisory Services
Nebraska
$786K
SPIA
321
Steward Partners Investment Advisory
New York
$786K
LNWWM
322
Laird Norton Wetherby Wealth Management
California
$781K
HWM
323
HRC Wealth Management
Idaho
$778K
NCM
324
Northwest Capital Management
Oregon
$774K
AP
325
Appleton Partners
Massachusetts
$772K