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
NG
576
Norden Group
Utah
$215K
CIA
577
Concurrent Investment Advisors
Florida
$214K
HNWAG
578
High Net Worth Advisory Group
Florida
$213K
OWA
579
Oak Wealth Advisors
Illinois
$213K
CKAIS
580
Christensen King & Associates Investment Services
Washington
$212K
EFG
581
Ethos Financial Group
Pennsylvania
$210K
SWA
582
Strategies Wealth Advisors
Michigan
$210K
MA
583
Mutual Advisors
Nebraska
$210K
SIM
584
Stratos Investment Management
Ohio
$209K
FRA
585
Frank Rimerman Advisors
California
$209K
RYIA
586
Roehl & Yi Investment Advisors
Oregon
$208K
PAM
587
Palisade Asset Management
Minnesota
$207K
RIL
588
Rothschild Investment LLC
Illinois
$206K
VBCG
589
Valley Brook Capital Group
Pennsylvania
$206K
HNW
590
High Note Wealth
Minnesota
$205K
ACA
591
Affinity Capital Advisors
California
$205K
CD
592
Chapin Davis
Maryland
$204K
Comerica Bank
593
Comerica Bank
Texas
$202K
FFA
594
Fragasso Financial Advisors
Pennsylvania
$202K
OCA
595
OpenArc Corporate Advisory
Georgia
$201K
CCM
596
Condor Capital Management
New Jersey
$201K
AIC
597
Archer Investment Corporation
Indiana
$200K
GT
598
Glenmede Trust
Pennsylvania
$190K
GGI
599
Godsey & Gibb Inc
Virginia
$185K
CA
600
Crewe Advisors
Utah
$185K