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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.

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
BFA
1
Boulay Financial Advisors
Minnesota
$140M
2
QCG
2
Quadrant Capital Group
Ohio
$104M
3
Ameriprise
3
Ameriprise
Minnesota
$183M
4
BAM
4
Belpointe Asset Management
Nevada
$30M
5
FCA
5
Fortis Capital Advisors
Kansas
$30M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
2
Charles Schwab
California
$9.19B
3
SEIA
3
Signature Estate & Investment Advisors
California
$175M
4
ML
4
McAdam LLC
Pennsylvania
$191M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Ashford Advisors
New York
$47.4M 2,006,039 +81 +0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$44.5M 1,886,838 +124,630 +7%
KHC
28
Koesten Hirschmann & Crabtree
Kansas
$42.6M 1,804,339 +40,477 +2%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$40.5M 1,715,830 -99,957 -6%
HighTower Advisors
30
HighTower Advisors
Illinois
$37.5M 1,586,857 +47,310 +3%
BWP
31
BlueStem Wealth Partners
Minnesota
$37.4M 1,582,382 -671,881 -30%
KCPG
32
Kavar Capital Partners Group
Kansas
$34.2M 1,450,222 +57,742 +4%
PC
33
Prairiewood Capital
North Dakota
$34M 1,441,257 +71,140 +5%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$33.7M 1,427,739 +18,714 +1%
Creative Planning
35
Creative Planning
Kansas
$33.5M 1,418,353 +88,985 +7%
AA
36
ALPS Advisors
Colorado
$32.7M 1,385,646 +925 +0.1%
CPG
37
Cornerstone Planning Group
New Jersey
$32M 1,433,911 +77,214 +6%
LRIA
38
Leonard Rickey Investment Advisors
Washington
$31.8M 1,426,942 +35,499 +3%
CCMG
39
Clark Capital Management Group
Pennsylvania
$30.7M 1,299,355 -218,000 -14%
FCA
40
Fortis Capital Advisors
Kansas
$30M 1,268,807 +1,268,807 New
BAM
41
Belpointe Asset Management
Nevada
$30M 1,268,807 +1,268,807 New
RCA
42
Resonant Capital Advisors
Wisconsin
$29.8M 1,260,697 +47,139 +4%
TWM
43
Tanglewood Wealth Management
Texas
$29.1M 1,233,735 -310,675 -20%
OFG
44
Oxford Financial Group
Indiana
$26M 1,102,654 -25,666 -2%
PS
45
Planned Solutions
California
$25.2M 1,066,983 +23,120 +2%
Mariner
46
Mariner
Kansas
$24.7M 1,048,018 +42,711 +4%
PWM
47
PTM Wealth Management
United States
$24.2M 1,161,288 +1,161,288 New
HTC
48
Haverford Trust Company
Pennsylvania
$23.3M 984,960 +132,217 +16%
AWM
49
Allen Wealth Management
North Carolina
$22.7M 963,381 +17,992 +2%
BCWM
50
Bartlett & Co Wealth Management
Ohio
$22.6M 959,046 +32,609 +4%
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