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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

657 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 275 increasing their positions, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.87B
2
AC
2
AlphaCore Capital
California
$83.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$157M
4
BFA
4
Boulay Financial Advisors
Minnesota
$195M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$85.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.6M
2
AA
2
ALPS Advisors
Colorado
$0
3
QCG
3
Quadrant Capital Group
Ohio
$77.2M
4
MNA
4
Manning & Napier Advisors
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
626
Hollencrest Capital Management
California
$6.99K – – –
SC
627
Solstein Capital
California
$6.85K +$6.85K +279 New
DAM
628
Delta Asset Management
Tennessee
$6.63K – – –
BI
629
Binnacle Investments
Iowa
$6.55K +$6.55K +267 New
WIM
630
Westside Investment Management
California
$5.84K – – –
RCM
631
Richardson Capital Management
Wisconsin
$5.22K +$25 +1 +0.5%
TIM
632
Total Investment Management
Arizona
$5.01K +$5.01K +204 New
MFT
633
Moisand Fitzgerald Tamayo
Florida
$4.64K – – –
WOSD
634
WFA of San Diego
California
$4.2K +$4.2K +171 New
FFA
635
Founders Financial Alliance
North Carolina
$3.98K – – –
FMP
636
Financial Management Professionals
Texas
$3.53K +$49 +2 +1%
GIA
637
GHP Investment Advisors
Colorado
$3.39K – – –
AF
638
Alerus Financial
North Dakota
$3.09K +$3.09K +126 New
CI
639
CX Institutional
Indiana
$3K – – –
QWM
640
Quaker Wealth Management
New Jersey
$2.87K +$2.87K +117 New
FWM
641
FSA Wealth Management
Massachusetts
$2.85K – – –
ACA
642
Atlas Capital Advisors
Wyoming
$2.8K – – –
GSWM
643
Golden State Wealth Management
California
$2.28K – – –
AWM
644
Activest Wealth Management
Florida
$2.15K +$24 +1 +1%
PIP
645
Peachtree Investment Partners
Florida
$2.13K +$24 +1 +1%
AW
646
Avion Wealth
Texas
$2K – – –
WWM
647
Wolff Wiese Magana
California
$1.92K +$1.92K +78 New
IWP
648
IAG Wealth Partners
Wisconsin
$1.91K – – –
AAP
649
Arax Advisory Partners
Colorado
$1.61K – – –
FLFS
650
Family Legacy Financial Solutions
North Carolina
$1.39K +$1.39K +56 New
24 25
26
27 28