FNDX icon

Schwab Fundamental US Large Company Index ETF

763 hedge funds and large institutions have $19B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 330 increasing their positions, 194 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$32.5M
2 -$27.3M
3 -$21.5M
4
Goldman Sachs
Goldman Sachs
New York
-$13.8M
5
TS
TradeWell Securities
Indiana
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
326
Millstone Evans Group
Colorado
$1.16M
HWM
327
HB Wealth Management
Georgia
$1.15M
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$1.13M
US Bancorp
329
US Bancorp
Minnesota
$1.12M
SYBT
330
Stock Yards Bank & Trust
Kentucky
$1.11M
BFP
331
Beacon Financial Planning
Massachusetts
$1.1M
VAI
332
Vanguard Advisers Inc
Pennsylvania
$1.09M
CA
333
CoreCap Advisors
Michigan
$1.09M
HI
334
Harbour Investments
Wisconsin
$1.08M
AC
335
Apella Capital
Connecticut
$1.06M
DM
336
Diversified Management
Wisconsin
$1.06M
CFD
337
Creative Financial Designs
Indiana
$1.05M
VNT
338
Vanguard National Trust
Pennsylvania
$1.05M
CA
339
Continuum Advisory
Idaho
$1.03M
SFG
340
Sage Financial Group
Pennsylvania
$1.03M
MBI
341
May Barnhard Investments
Maryland
$1.02M
PWM
342
Platt Wealth Management
California
$1.01M
CCA
343
Clarity Capital Advisors
Florida
$1M
BFC
344
Bedel Financial Consulting
Indiana
$1M
FWI
345
Facet Wealth Inc
Maryland
$997K
PFM
346
Phillips Financial Management
Indiana
$992K
AFP
347
Ausdal Financial Partners
Iowa
$986K
CPA
348
Clear Point Advisors
New York
$981K
CFP
349
Catalyst Financial Partners
Massachusetts
$981K
RWP
350
Revolve Wealth Partners
New Jersey
$946K