FNDX icon

Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

630 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 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
8.56%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
71
Increased
285
Reduced
157
Closed
48
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
BFA
1
Boulay Financial Advisors
Minnesota
$140M
2
QCG
2
Quadrant Capital Group
Ohio
$104M
3
Ameriprise
3
Ameriprise
Minnesota
$183M
4
BAM
4
Belpointe Asset Management
Nevada
$30M
5
FCA
5
Fortis Capital Advisors
Kansas
$30M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$1.44M
2
Charles Schwab
2
Charles Schwab
California
$9.19B
3
SEIA
3
Signature Estate & Investment Advisors
California
$175M
4
ML
4
McAdam LLC
Pennsylvania
$191M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$37.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$22.2M 940,273 -60,691 -6%
SFS
52
Solitude Financial Services
Virginia
$21.5M 910,560 -34,911 -4%
CPC
53
Consolidated Planning Corp
Georgia
$20.3M 859,484 +12,894 +2%
MWP
54
Moller Wealth Partners
$19.2M 811,340 +44,825 +6%
WTA
55
Washington Trust Advisors
Massachusetts
$18.5M 782,907 -1,276 -0.2%
FSG
56
Financial Strategies Group
Michigan
$18.4M 827,387 -10,025 -1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$18.1M 768,194 -573,294 -43%
FCM
58
Firestone Capital Management
Florida
$18.1M 768,125 +19,217 +3%
YAL
59
Your Advocates Ltd
Texas
$17.7M 749,425 +20,826 +3%
CAC
60
Certified Advisory Corp
Florida
$17.6M 745,779 +29,548 +4%
EWP
61
Elevation Wealth Partners
California
$17.2M 728,237 +3,906 +0.5%
KAS
62
Kestra Advisory Services
Texas
$17M 720,890 -453,071 -39%
TCM
63
TruNorth Capital Management
Michigan
$17M 718,977 +61,532 +9%
GVAG
64
Great Valley Advisor Group
Delaware
$16.8M 710,517 +477,133 +204%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$16M 678,275 +72,830 +12%
CFA
66
Cahill Financial Advisors
Minnesota
$15.6M 659,065 -316,845 -32%
CWM
67
Cabot Wealth Management
Massachusetts
$15.3M 648,230 -1,165 -0.2%
BWA
68
Burt Wealth Advisors
Maryland
$15.1M 639,890 +26,116 +4%
SIP
69
Sellwood Investment Partners
Oregon
$14.9M 629,248 +24,989 +4%
MFG
70
Merit Financial Group
Georgia
$14.8M 625,320 +197,434 +46%
PPW
71
Pasadena Private Wealth
California
$14.3M 604,197 +29,076 +5%
SWA
72
Strata Wealth Advisors
Texas
$14.1M 595,702 -11,966 -2%
WPIC
73
White Pine Investment Company
Michigan
$14M 593,076 -1,216 -0.2%
Cerity Partners
74
Cerity Partners
New York
$14M 591,456 +939 +0.2%
EF
75
Envision Financial
Wisconsin
$13.9M 590,479 +36,357 +7%
1 2
3
4 5