FNDX icon

Schwab Fundamental US Large Company Index ETF

691 hedge funds and large institutions have $16.5B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 222 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
GIM
551
Glenmede Investment Management
Pennsylvania
$184K
CA
552
Crewe Advisors
Utah
$178K
AUB
553
Atlantic Union Bankshares
Virginia
$177K
GGI
554
Godsey & Gibb Inc
Virginia
$168K
GIA
555
GHP Investment Advisors
Colorado
$157K
CJ
556
Caitlin John
Michigan
$157K
PMFA
557
Plante Moran Financial Advisors
Michigan
$154K
FRA
558
Front Row Advisors
California
$153K
GWM
559
Geneos Wealth Management
Colorado
$153K
FCG
560
Financial Connections Group
California
$152K
CF
561
Centaurus Financial
California
$152K
BIM
562
Breakwater Investment Management
Washington
$142K
SWM
563
Spire Wealth Management
Virginia
$141K
SAM
564
Smartleaf Asset Management
Massachusetts
$136K
KWM
565
Kiker Wealth Management
Georgia
$136K
FW
566
Fairway Wealth
Ohio
$130K
ME
567
McIlrath & Eck
Washington
$129K
BFPW
568
BOK Financial Private Wealth
Colorado
$128K
CA
569
Clearstead Advisors
Ohio
$126K
IF
570
Integrity Financial
Wyoming
$125K
CIAS
571
CBIZ Investment Advisory Services
Ohio
$115K
HNB
572
Huntington National Bank
Ohio
$112K
TLA
573
Tanglewood Legacy Advisors
Texas
$109K
Citigroup
574
Citigroup
New York
$109K
HNW
575
High Note Wealth
Minnesota
$107K