FNDX icon

Schwab Fundamental US Large Company Index ETF

736 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 104 funds opening new positions, 311 increasing their positions, 176 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
736
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
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
CFG
551
Citizens Financial Group
Rhode Island
$248K
CFP
552
Catalyst Financial Partners
Massachusetts
$245K
SC
553
SouthState Corp
Florida
$244K
DAS
554
Diversify Advisory Services
Utah
$242K
AA
555
Ancora Advisors
Ohio
$240K
SF
556
Symphony Financial
Texas
$239K
NP
557
NorthRock Partners
Minnesota
$235K
SWM
558
SeaCrest Wealth Management
New York
$235K
AP
559
Americana Partners
Texas
$234K
BIAS
560
Beacon Investment Advisory Services
New Jersey
$233K
NEPWA
561
New England Private Wealth Advisors
Massachusetts
$231K
SAM
562
Summit Asset Management
Tennessee
$230K
MIM
563
Marco Investment Management
Georgia
$229K
TPA
564
Trivium Point Advisory
Connecticut
$228K
HA
565
HC Advisors
Georgia
$226K
LWM
566
Luminvest Wealth Management
Arizona
$225K
AL
567
Aspiriant LLC
California
$223K
GIA
568
Gladstone Institutional Advisory
Florida
$223K
DPI
569
Diversified Portfolios Inc
Michigan
$222K
Fisher Asset Management
570
Fisher Asset Management
Washington
$221K
LNWTC
571
Laird Norton Wetherby Trust Company
Washington
$218K
KA
572
Klingman & Associates
New York
$218K
MFIM
573
Mesirow Financial Investment Management
Illinois
$217K
EWA
574
Elevate Wealth Advisory
Georgia
$216K
AIA
575
Arbor Investment Advisors
North Carolina
$216K