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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

657 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 275 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$317M
2
AC
AlphaCore Capital
California
+$83M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.5M
4
BFA
Boulay Financial Advisors
Minnesota
+$51.8M
5
BWP
BlueStem Wealth Partners
Minnesota
+$46.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$42.7M
2
AA
ALPS Advisors
Colorado
-$32.7M
3
QCG
Quadrant Capital Group
Ohio
-$30.4M
4
MNA
Manning & Napier Advisors
New York
-$10.3M
5
KAS
Kestra Advisory Services
Texas
-$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$50.4M -$572K -23,294 -1%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$50.3M +$3.98M +162,310 +9%
AA
28
Ashford Advisors
New York
$48.6M -$596K -24,267 -1%
KHC
29
Koesten Hirschmann & Crabtree
Kansas
$45.4M +$1.14M +46,619 +3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$44.7M +$21.6M +879,651 +94%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$41.6M -$466K -19,007 -1%
HighTower Advisors
32
HighTower Advisors
Illinois
$41.5M +$2.55M +104,047 +7%
PC
33
Prairiewood Capital
North Dakota
$38.7M +$3.3M +134,440 +9%
CPG
34
Cornerstone Planning Group
New Jersey
$38.2M +$2.87M +116,372 +8%
KCPG
35
Kavar Capital Partners Group
Kansas
$36M +$461K +18,780 +1%
LRIA
36
Leonard Rickey Investment Advisors
Washington
$35.6M +$570K +23,236 +2%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$34.8M -$197K -8,041 -0.6%
Creative Planning
38
Creative Planning
Kansas
$33.2M -$1.59M -64,670 -5%
RCA
39
Resonant Capital Advisors
Wisconsin
$32.4M +$1.5M +61,094 +5%
BAM
40
Belpointe Asset Management
Nevada
$30.5M -$671K -27,350 -2%
FCA
41
Fortis Capital Advisors
Kansas
$30.5M -$671K -27,350 -2%
PWM
42
PTM Wealth Management
United States
$30.4M +$1.31M +52,274 +5%
TWM
43
Tanglewood Wealth Management
Texas
$30.1M -$186K -7,581 -0.6%
Mariner
44
Mariner
Kansas
$27.2M +$1.46M +59,372 +6%
PS
45
Planned Solutions
California
$26.1M -$124K -5,035 -0.5%
OFG
46
Oxford Financial Group
Indiana
$26M -$1.06M -43,164 -4%
HTC
47
Haverford Trust Company
Pennsylvania
$24.1M -$66.5K -2,708 -0.3%
GVAG
48
Great Valley Advisor Group
Delaware
$23.7M +$6.3M +256,858 +36%
SFS
49
Solitude Financial Services
Virginia
$23.5M +$1.18M +48,223 +5%
AWM
50
Allen Wealth Management
North Carolina
$23.4M -$192K -7,841 -0.8%
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