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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.

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 %
SBWIC
401
Schaper Benz & Wise Investment Counsel
Wisconsin
$355K +$10.9K +460 +3%
RFC
402
Regions Financial Corp
Alabama
$353K +$54.8K +2,321 +18%
MFC
403
Morris Financial Concepts
South Carolina
$350K -$17.2K -729 -5%
EAM
404
Empirical Asset Management
Massachusetts
$346K – – –
CNTOF
405
Canandaigua National Trust of Florida
New York
$343K -$251K -10,620 -42%
BB
406
Burford Brothers
Texas
$337K +$1.51K +64 +0.4%
FWCM
407
Ferguson Wellman Capital Management
Oregon
$335K +$335K +14,181 New
HKIMG
408
Hutchens & Kramer Investment Management Group
Indiana
$330K – – –
MWM
409
Modera Wealth Management
New Jersey
$328K +$8.48K +359 +3%
SSWG
410
Seven Springs Wealth Group
Tennessee
$326K +$326K +13,790 New
ACM
411
Advisors Capital Management
New Jersey
$325K +$17.9K +759 +6%
PCMC
412
Paragon Capital Management (Colorado)
Colorado
$324K – – –
SWP
413
Sagespring Wealth Partners
Tennessee
$323K -$60.7K -2,569 -16%
AC
414
AlphaCore Capital
California
$321K +$321K +13,616 New
SWM
415
SeaCrest Wealth Management
New York
$320K +$4.68K +198 +1%
MSA
416
Marino Stram & Associates
Massachusetts
$318K +$685 +29 +0.2%
Betterment LLC
417
Betterment LLC
New York
$317K -$34.6K -1,466 -10%
DFG
418
Delta Financial Group
New Jersey
$313K – – –
CFG
419
Certior Financial Group
Pennsylvania
$312K -$18.3K -773 -6%
TYCC
420
Texas Yale Capital Corp
Florida
$312K – – –
RWIA
421
Roger Wittlin Investment Advisory
California
$312K – – –
WT
422
Whittier Trust
California
$311K – – –
WCA
423
Westover Capital Advisors
Delaware
$310K +$38.8K +1,642 +14%
FLPIM
424
F.L. Putnam Investment Management
Massachusetts
$308K – – –
GM
425
GeoWealth Management
Illinois
$304K +$304K +12,882 New
15 16
17
18 19