Schwab Fundamental US Large Company Index ETF
FNDX
FNDX
633 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 72 funds opening new positions, 286 increasing their positions, 157 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
1.16% more ownership
Funds ownership: 79.6% → 80.76% (+1.2%)
3% less capital invested
Capital invested by funds: $14.3B → $13.9B (-$397M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Holders
633
Holding in Top 10
67
Calls
–
Puts
$3K
Top Buyers
| 1 | +$102M | |
| 2 | +$44.4M | |
| 3 | +$30M | |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$30M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.5M |
Top Sellers
| 1 | -$95.4M | |
| 2 | -$89.9M | |
| 3 | -$70.2M | |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$24.2M |
| 5 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
-$15.9M |