We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

746 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 109 funds opening new positions, 314 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

77% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 177

23% more funds holding in top 10

Funds holding in top 10: 7086 (+16)

9% more capital invested

Capital invested by funds: $16.5B → $17.9B (+$1.46B)

7% more funds holding

Funds holding: 695746 (+51)

3.38% more ownership

Funds ownership: 79.33%82.71% (+3.4%)

Holders
746
Holders Change
+51
Holders Change %
+7.34%
% of All Funds
9.08%
Holding in Top 10
86
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+22.86%
% of All Funds
1.05%
New
109
Increased
314
Reduced
177
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
576
Gladstone Institutional Advisory
Florida
$223K -$26.7K -997 -11%
DPI
577
Diversified Portfolios Inc
Michigan
$222K
Fisher Asset Management
578
Fisher Asset Management
Washington
$221K -$140K -5,250 -39%
LNWTC
579
Laird Norton Wetherby Trust Company
Washington
$218K +$214K +8,007 New
KA
580
Klingman & Associates
New York
$218K
MFIM
581
Mesirow Financial Investment Management
Illinois
$217K
EWA
582
Elevate Wealth Advisory
Georgia
$216K
AIA
583
Arbor Investment Advisors
North Carolina
$216K +$212K +7,929 New
NG
584
Norden Group
Utah
$215K +$936 +35 +0.4%
CIA
585
Concurrent Investment Advisors
Florida
$214K +$211K +7,880 New
HNWAG
586
High Net Worth Advisory Group
Florida
$213K
OWA
587
Oak Wealth Advisors
Illinois
$213K -$19.6K -733 -9%
CKAIS
588
Christensen King & Associates Investment Services
Washington
$212K +$829 +31 +0.4%
EFG
589
Ethos Financial Group
Pennsylvania
$210K +$207K +7,726 New
SWA
590
Strategies Wealth Advisors
Michigan
$210K +$482 +18 +0.2%
MA
591
Mutual Advisors
Nebraska
$210K +$206K +7,707 New
SIM
592
Stratos Investment Management
Ohio
$209K
FRA
593
Frank Rimerman Advisors
California
$209K
RYIA
594
Roehl & Yi Investment Advisors
Oregon
$208K +$13.5K +506 +0.3%
PAM
595
Palisade Asset Management
Minnesota
$207K
RIL
596
Rothschild Investment LLC
Illinois
$206K
VBCG
597
Valley Brook Capital Group
Pennsylvania
$206K +$203K +7,578 New
HNW
598
High Note Wealth
Minnesota
$205K +$93.4K +3,489 +86%
ACA
599
Affinity Capital Advisors
California
$205K +$202K +7,549 New
CD
600
Chapin Davis
Maryland
$204K +$201K +7,494 New