FNDX icon

Schwab Fundamental US Large Company Index ETF

730 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 101 funds opening new positions, 309 increasing their positions, 175 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
730
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
CJ
601
Caitlin John
Michigan
$162K
CF
602
Centaurus Financial
California
$160K
FRA
603
Front Row Advisors
California
$159K
GWM
604
Geneos Wealth Management
Colorado
$159K
BIM
605
Breakwater Investment Management
Washington
$147K
SWM
606
Spire Wealth Management
Virginia
$146K
ME
607
McIlrath & Eck
Washington
$141K
FW
608
Fairway Wealth
Ohio
$134K
BFPW
609
BOK Financial Private Wealth
Colorado
$132K
CIAS
610
CBIZ Investment Advisory Services
Ohio
$119K
PTC
611
Private Trust Company
Ohio
$115K
AWM
612
Activest Wealth Management
Florida
$114K
TLA
613
Tanglewood Legacy Advisors
Texas
$113K
KFAS
614
Keating Financial Advisory Services
Kansas
$107K
TAM
615
Townsend Asset Management
North Carolina
$106K
AT
616
Arlington Trust
Alabama
$106K
Citigroup
617
Citigroup
New York
$104K
SGK
618
Steigerwald Gordon & Koch
Virginia
$98.3K
ATC
619
Adirondack Trust Company
New York
$97.2K
HIA
620
Harbor Investment Advisory
Maryland
$91.4K
POIA
621
Pin Oak Investment Advisors
Texas
$85K
KCM
622
Key Capital Management
Tennessee
$84.2K
TFG
623
Team Financial Group
California
$81.2K
FCT
624
First Community Trust
Iowa
$81.1K
T
625
Tidemark
California
$79K