FNDX icon

Schwab Fundamental US Large Company Index ETF

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
8.82%
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
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
526
First Horizon Advisors
Tennessee
$183K +$178K +7,235 +3,230%
AIC
527
Archer Investment Corporation
Indiana
$179K +$785 +32 +0.4%
FCG
528
Financial Connections Group
California
$169K +$57.2K +2,334 +51%
GGI
529
Godsey & Gibb Inc
Virginia
$167K +$35K +1,428 +27%
CA
530
Crewe Advisors
Utah
$167K +$62K +2,525 +59%
AUB
531
Atlantic Union Bankshares
Virginia
$155K +$155K +6,312 New
PMFA
532
Plante Moran Financial Advisors
Michigan
$144K -$45K -1,833 -24%
GWM
533
Geneos Wealth Management
Colorado
$143K -$154K -6,294 -52%
FRA
534
Front Row Advisors
California
$143K
SFC
535
SYM Financial Corp
Indiana
$136K +$65.6K +2,673 +93%
CF
536
Centaurus Financial
California
$135K -$28.8K -1,179 -18%
BIM
537
Breakwater Investment Management
Washington
$132K
SWM
538
Spire Wealth Management
Virginia
$127K -$1.67M -68,224 -93%
FW
539
Fairway Wealth
Ohio
$121K -$74 -3 -0.1%
BFPW
540
BOK Financial Private Wealth
Colorado
$119K
GIM
541
Glenmede Investment Management
Pennsylvania
$118K +$118K +4,807 New
IF
542
Integrity Financial
Wyoming
$117K
ME
543
McIlrath & Eck
Washington
$113K +$270 +11 +0.2%
SAM
544
Smartleaf Asset Management
Massachusetts
$113K -$36.5K -1,492 -24%
CIAS
545
CBIZ Investment Advisory Services
Ohio
$107K
HNB
546
Huntington National Bank
Ohio
$106K -$127K
TLA
547
Tanglewood Legacy Advisors
Texas
$102K
HNW
548
High Note Wealth
Minnesota
$99.7K
PTC
549
Private Trust Company
Ohio
$95.7K +$47.4K +1,930 +98%
AT
550
Arlington Trust
Alabama
$95.3K