FNDX icon

Schwab Fundamental US Large Company Index ETF

736 hedge funds and large institutions have $17.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 311 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
W
451
WealthCollab
Washington
$391K
MFC
452
Morris Financial Concepts
South Carolina
$388K
VA
453
Vident Advisory
Georgia
$388K
EAM
454
Empirical Asset Management
Massachusetts
$387K
RDWM
455
Red Door Wealth Management
Tennessee
$386K
SCA
456
Sensenig Capital Advisors
Pennsylvania
$386K
NDSI
457
Newman Dignan & Sheerar Inc
Rhode Island
$384K
ECM
458
Evergreen Capital Management
Washington
$381K
DWP
459
Destiny Wealth Partners
Florida
$379K
SSWG
460
Seven Springs Wealth Group
Tennessee
$375K
ACM
461
Advisors Capital Management
New Jersey
$374K
WCFA
462
Walkner Condon Financial Advisors
Wisconsin
$372K
SFWA
463
Summit Financial Wealth Advisors
Louisiana
$369K
MSA
464
Marino Stram & Associates
Massachusetts
$369K
WT
465
Whittier Trust
California
$367K
TC
466
Trilogy Capital
California
$366K
GJIA
467
Glass Jacobson Investment Advisors
Maryland
$364K
IA
468
Invested Advisors
Pennsylvania
$364K
NWM
469
Nova Wealth Management
Florida
$362K
CA
470
CGN Advisors
Kansas
$361K
CAM
471
Cresset Asset Management
Illinois
$361K
TYCC
472
Texas Yale Capital Corp
Florida
$359K
FWM
473
Fingerlakes Wealth Management
New York
$358K
WAM
474
Weatherly Asset Management
California
$358K
CICC
475
Capital Investment Counsel (Colorado)
Colorado
$356K