FNDX icon

Schwab Fundamental US Large Company Index ETF

743 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 107 funds opening new positions, 313 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
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
MJRIC
651
Mogy Joel R Investment Counsel
California
$53.6K
TFGT
652
TS Financial Group (TSFG)
Illinois
$52K
PWMG
653
Private Wealth Management Group
New Jersey
$51.4K
PB
654
Pinnacle Bancorp
Nebraska
$50.8K
PPL
655
Planning Project LLC
Texas
$50.1K
GK
656
Graney & King
New York
$49.6K
SAG
657
SageView Advisory Group
California
$45.3K
BWL
658
Bogart Wealth LLC
Virginia
$44.2K
UBS AM
659
UBS AM
Illinois
$41.6K
RG
660
RHL Group
Michigan
$40.8K
KBFS
661
Kohmann Bosshard Financial Services
Ohio
$39K
DI
662
DAGCO Inc
Ohio
$38.8K
PS
663
Pinney & Scofield
Massachusetts
$38.5K
FIM
664
FWL Investment Management
Texas
$37.7K
CIAS
665
Capital Investment Advisory Services
North Carolina
$37K
KFI
666
Key Financial Inc
Pennsylvania
$36.6K
GWSA
667
Global Wealth Strategies & Associates
Colorado
$35.7K
RMP
668
Richards, Merrill & Peterson
Washington
$34.9K
FCG
669
Financial Connections Group
California
$33K
BTI
670
Blue Trust Inc
Georgia
$32.8K
MFP
671
Meramec Financial Planners
Missouri
$31.5K
CIA
672
Cape Investment Advisory
Georgia
$31.2K
WWM
673
Woodside Wealth Management
Massachusetts
$30.1K
OP
674
ORG Partners
Indiana
$27.5K
RMC
675
Resources Management Corp
Connecticut
$27K