FNDX icon

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.

New
Increased
Maintained
Reduced
Closed
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
QCG
Quadrant Capital Group
Ohio
$104M
2
Ameriprise
Ameriprise
Minnesota
$183M
3
BAM
Belpointe Asset Management
Nevada
$30M
4
FCA
Fortis Capital Advisors
Kansas
$30M
5
Osaic Holdings
Osaic Holdings
Arizona
$55.5M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
Charles Schwab
California
$9.19B
3
SEIA
Signature Estate & Investment Advisors
California
$175M
4
ML
McAdam LLC
Pennsylvania
$191M
5
BWP
BlueStem Wealth Partners
Minnesota
$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LKBC
326
L.K. Benson & Company
Maryland
$622K -$236 -10 -0%
Baird Financial Group
327
Baird Financial Group
Wisconsin
$620K +$620K +26,274 New
SIMG
328
Sonora Investment Management Group
Arizona
$616K +$7.86K +333 +1%
AAS
329
Avantax Advisory Services
Texas
$603K +$146K +6,181 +32%
BIG
330
Builder Investment Group
Georgia
$601K – – –
SHGA
331
Sand Hill Global Advisors
California
$599K – – –
WFA
332
Wellspring Financial Advisors
Ohio
$582K +$2.62K +111 +0.5%
CCM
333
Chilton Capital Management
Texas
$572K -$189K -7,995 -25%
CPA
334
Compass Planning Associates
Massachusetts
$566K +$2.55K +108 +0.5%
MWM
335
Maridea Wealth Management
New York
$565K -$18.8K -796 -3%
IA
336
IFG Advisory
Georgia
$565K +$178K +7,545 +46%
KW
337
Keyvantage Wealth
Pennsylvania
$562K – – –
HR
338
Howe & Rusling
New York
$560K +$34.3K +1,453 +7%
LI
339
Lafayette Investments
Maryland
$560K +$2.98K +126 +0.5%
CFD
340
Creative Financial Designs
Indiana
$556K +$20.4K +864 +4%
US Bancorp
341
US Bancorp
Minnesota
$552K -$69.5K -2,944 -11%
SWP
342
Stratos Wealth Partners
Ohio
$549K -$888K -37,608 -62%
PAYA
343
Phil A. Younker & Associates
Alaska
$547K +$122K +5,156 +29%
RIA
344
Regal Investment Advisors
Michigan
$535K +$1.39K +59 +0.3%
WWA
345
WCG Wealth Advisors
Nevada
$525K +$89.9K +3,809 +21%
JLBC
346
J.L. Bainbridge & Co
Florida
$524K – – –
CA
347
Continuum Advisory
Idaho
$523K +$52.3K +2,214 +11%
DACG
348
Donor Advised Charitable Giving
California
$521K -$57.4K -2,432 -10%
PCIA
349
Prime Capital Investment Advisors
Kansas
$517K +$149K +6,323 +41%
CW
350
CreativeOne Wealth
Kansas
$512K +$3.97K +168 +0.8%
12 13
14
15 16