FNDX icon

Schwab Fundamental US Large Company Index ETF

630 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
8.56%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
71
Increased
285
Reduced
157
Closed
48
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Market Value Shares Shares
Change
Shares
Change %
HCP
601
Hexagon Capital Partners
Arkansas
$6.87K 291
HCM
602
Hollencrest Capital Management
California
$6.73K 285
DAM
603
Delta Asset Management
Tennessee
$6.38K 270
Qube Research & Technologies (QRT)
604
Qube Research & Technologies (QRT)
United Kingdom
$5.83K 247 -12,137 -98%
WIM
605
Westside Investment Management
California
$5.62K 238 +238 New
FHA
606
First Horizon Advisors
Tennessee
$5.29K 224 +224 New
RCM
607
Richardson Capital Management
Wisconsin
$5K 212 +212 New
MFT
608
Moisand Fitzgerald Tamayo
Florida
$4.46K 189
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$4.46K 189
CBT
610
Crews Bank & Trust
Florida
$3.97K 168
FFA
611
Founders Financial Alliance
North Carolina
$3.83K 162
FMP
612
Financial Management Professionals
Texas
$3.35K 142
GIA
613
GHP Investment Advisors
Colorado
$3.26K 138
CFFP
614
Center for Financial Planning
Michigan
$3.09K 131 +131 New
CI
615
CX Institutional
Indiana
$3K 110 +110 New
FWM
616
FSA Wealth Management
Massachusetts
$2.74K 116
ACA
617
Atlas Capital Advisors
Wyoming
$2.69K 114
GSWM
618
Golden State Wealth Management
California
$2.2K 93 -876 -90%
AWM
619
Activest Wealth Management
Florida
$2.06K 87 +87 New
PIP
620
Peachtree Investment Partners
Florida
$2.04K 86
AW
621
Avion Wealth
Texas
$2K 117
IWP
622
IAG Wealth Partners
Wisconsin
$1.84K 78 -1,032 -93%
AAP
623
Arax Advisory Partners
Colorado
$1.55K 65 +65 New
PFBT
624
Parkside Financial Bank & Trust
Missouri
$1.21K 51
KFP
625
Keener Financial Planning
Texas
$1K 72