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
Fisher Asset Management
576
Fisher Asset Management
Washington
$221K
LNWTC
577
Laird Norton Wetherby Trust Company
Washington
$218K
KA
578
Klingman & Associates
New York
$218K
MFIM
579
Mesirow Financial Investment Management
Illinois
$217K
EWA
580
Elevate Wealth Advisory
Georgia
$216K
AIA
581
Arbor Investment Advisors
North Carolina
$216K
NG
582
Norden Group
Utah
$215K
CIA
583
Concurrent Investment Advisors
Florida
$214K
HNWAG
584
High Net Worth Advisory Group
Florida
$213K
OWA
585
Oak Wealth Advisors
Illinois
$213K
CKAIS
586
Christensen King & Associates Investment Services
Washington
$212K
EFG
587
Ethos Financial Group
Pennsylvania
$210K
SWA
588
Strategies Wealth Advisors
Michigan
$210K
MA
589
Mutual Advisors
Nebraska
$210K
SIM
590
Stratos Investment Management
Ohio
$209K
FRA
591
Frank Rimerman Advisors
California
$209K
RYIA
592
Roehl & Yi Investment Advisors
Oregon
$208K
PAM
593
Palisade Asset Management
Minnesota
$207K
RIL
594
Rothschild Investment LLC
Illinois
$206K
VBCG
595
Valley Brook Capital Group
Pennsylvania
$206K
HNW
596
High Note Wealth
Minnesota
$205K
ACA
597
Affinity Capital Advisors
California
$205K
CD
598
Chapin Davis
Maryland
$204K
Comerica Bank
599
Comerica Bank
Texas
$202K
FFA
600
Fragasso Financial Advisors
Pennsylvania
$202K