FNDX icon

Schwab Fundamental US Large Company Index ETF

659 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, 189 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
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
BWA
676
Bordeaux Wealth Advisors
California
PCMN
677
Paradigm Capital Management (Nevada)
Nevada
Natixis Advisors
678
Natixis Advisors
Massachusetts
BB
679
Busey Bank
Illinois
CCWA
680
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
RDWM
681
Red Door Wealth Management
Tennessee
VPIM
682
Vanguard Personalized Indexing Management
California
MCM
683
Mainstream Capital Management
California
EI
684
eCIO Inc
Wisconsin
CAAS
685
Capital Asset Advisory Services
Michigan
Bessemer Group
686
Bessemer Group
New Jersey
DJSG
687
D.J. St. Germain
Massachusetts
CCM
688
Coldstream Capital Management
Washington
BWM
689
Bernard Wealth Management
Michigan
PWA
690
Physician Wealth Advisors
Utah
JWA
691
JFS Wealth Advisors
Pennsylvania
ACA
692
American Capital Advisory
Idaho
WT
693
Washington Trust
Rhode Island
BGWM
694
Bridge Generations Wealth Management
Florida
Fifth Third Bancorp
695
Fifth Third Bancorp
Ohio
WAG
696
Wiser Advisor Group
Arizona
HCP
697
Hexagon Capital Partners
Arkansas
GP
698
Greenline Partners
New York
FMII
699
Farmers & Merchants Investments Inc
Nebraska
CBT
700
Crews Bank & Trust
Florida