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
JFGIW
551
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K
WIC
552
Woodmont Investment Counsel
Tennessee
$252K
AWA
553
Archvest Wealth Advisors
California
$252K
ADL
554
Asset Dedication LLC
California
$252K
CWM
555
Castle Wealth Management
Florida
$249K
EGA
556
E&G Advisors
Texas
$248K
CFG
557
Citizens Financial Group
Rhode Island
$248K
CFP
558
Catalyst Financial Partners
Massachusetts
$245K
SC
559
SouthState Corp
Florida
$244K
DAS
560
Diversify Advisory Services
Utah
$242K
AA
561
Ancora Advisors
Ohio
$240K
SF
562
Symphony Financial
Texas
$239K
NP
563
NorthRock Partners
Minnesota
$235K
SWM
564
SeaCrest Wealth Management
New York
$235K
AP
565
Americana Partners
Texas
$234K
BIAS
566
Beacon Investment Advisory Services
New Jersey
$233K
NEPWA
567
New England Private Wealth Advisors
Massachusetts
$231K
SAM
568
Summit Asset Management
Tennessee
$230K
MIM
569
Marco Investment Management
Georgia
$229K
TPA
570
Trivium Point Advisory
Connecticut
$228K
HA
571
HC Advisors
Georgia
$226K
LWM
572
Luminvest Wealth Management
Arizona
$225K
AL
573
Aspiriant LLC
California
$223K
GIA
574
Gladstone Institutional Advisory
Florida
$223K
DPI
575
Diversified Portfolios Inc
Michigan
$222K