FNDX icon

Schwab Fundamental US Large Company Index ETF

687 hedge funds and large institutions have $16.4B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 261 increasing their positions, 219 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
AW
676
Avion Wealth
Texas
$3K
GSWM
677
Golden State Wealth Management
California
$2.45K
PIP
678
Peachtree Investment Partners
Florida
$2.29K
AWM
679
Activest Wealth Management
Florida
$2.29K
IWP
680
IAG Wealth Partners
Wisconsin
$2.05K
CW
681
Curio Wealth
Maryland
$1.5K
PFBT
682
Parkside Financial Bank & Trust
Missouri
$1.36K
CBT
683
Crews Bank & Trust
Florida
$1.26K
CFS
684
Compass Financial Services
Iowa
$1.16K
CPBTD
685
Central Pacific Bank - Trust Division
Hawaii
$1.1K
KFP
686
Keener Financial Planning
Texas
$1K
WWM
687
Wagner Wealth Management
South Carolina
$831
AI
688
Arvest Investments
Arkansas
$394
TNA
689
True North Advisors
Texas
MPW
690
MASECO Private Wealth
SAW
691
Signal Advisors Wealth
Michigan
Susquehanna International Group
692
Susquehanna International Group
Pennsylvania
JCIA
693
Jackson Creek Investment Advisors
Colorado
Tudor Investment Corp
694
Tudor Investment Corp
Connecticut
NCM
695
Northwest Capital Management
Oregon
SCM
696
SOL Capital Management
Maryland
CPA
697
Compass Planning Associates
Massachusetts
LWA
698
Lantern Wealth Advisors
New York
SWGC
699
Summit Wealth Group (Colorado)
Colorado
ACI
700
Alpha Cubed Investments
California