FNDX icon

Schwab Fundamental US Large Company Index ETF

661 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, 278 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
BMM
576
Berkshire Money Management
Massachusetts
$51.8K
NFSG
577
Newbridge Financial Services Group
Florida
$51.5K
MSWA
578
Marshall & Sterling Wealth Advisors
New York
$50.7K
DF
579
Dunhill Financial
United Kingdom
$50.3K
GK
580
Graney & King
New York
$49.6K
AA
581
Ancora Advisors
Ohio
$48.2K
SL
582
Salomon & Ludwin
Virginia
$45K
T
583
Tidemark
California
$44.5K
PWMG
584
Private Wealth Management Group
New Jersey
$37.9K
MAWAG
585
Mid-American Wealth Advisory Group
Missouri
$37.5K
CA
586
Clearstead Advisors
Ohio
$36.8K
DI
587
DAGCO Inc
Ohio
$34.7K
PS
588
Pinney & Scofield
Massachusetts
$34.5K
KFI
589
Key Financial Inc
Pennsylvania
$33K
GWSA
590
Global Wealth Strategies & Associates
Colorado
$31.9K
RMP
591
Richards, Merrill & Peterson
Washington
$31.4K
ATC
592
Adirondack Trust Company
New York
$28.3K
WWM
593
Woodside Wealth Management
Massachusetts
$25.5K
OP
594
ORG Partners
Indiana
$25.1K
PAG
595
Paladin Advisory Group
Iowa
$24.9K
RWM
596
Rialto Wealth Management
New York
$23.8K
BWL
597
Bogart Wealth LLC
Virginia
$20.8K
KSWA
598
Kathleen S. Wright Associates
Pennsylvania
$20.2K
CIA
599
Cape Investment Advisory
Georgia
$19.5K
BA
600
Bristlecone Advisors
Washington
$19.5K