FNDX icon

Schwab Fundamental US Large Company Index ETF

743 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 107 funds opening new positions, 313 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
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
FPF
526
First Pacific Financial
Washington
$290K
MIC
527
Meridian Investment Counsel
California
$289K
QPWM
528
Quadrant Private Wealth Management
Pennsylvania
$289K
OBWG
529
Onyx Bridge Wealth Group
New York
$288K
IAIM
530
International Assets Investment Management
Florida
$285K
PMFA
531
Plante Moran Financial Advisors
Michigan
$282K
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$280K
HW
533
Hancock Whitney
Mississippi
$278K
SL
534
Summitry LLC
California
$276K
AFA
535
AA Financial Advisors
Ohio
$275K
CL
536
Choreo LLC
Illinois
$274K
Russell Investments Group
537
Russell Investments Group
United Kingdom
$274K
MAS
538
Meeder Advisory Services
Ohio
$274K
CIA
539
Caerus Investment Advisors
Texas
$273K
DFA
540
DHJJ Financial Advisors
Illinois
$272K
MSR
541
Main Street Research
Connecticut
$271K
PL
542
Parthenon LLC
Kentucky
$266K
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$263K
FWP
544
FAS Wealth Partners
Kansas
$261K
ST
545
Smithfield Trust
Pennsylvania
$260K
SFG
546
SNS Financial Group
Minnesota
$260K
WA
547
Wealthstar Advisors
Texas
$260K
DADC
548
D.A. Davidson & Co
Montana
$257K
AG
549
Advocate Group
Minnesota
$256K
CAG
550
Curtis Advisory Group
California
$255K