FNDX icon

Schwab Fundamental US Large Company Index ETF

767 hedge funds and large institutions have $19B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 331 increasing their positions, 197 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$32.5M
2 -$27.3M
3 -$21.5M
4
Goldman Sachs
Goldman Sachs
New York
-$13.8M
5
TS
TradeWell Securities
Indiana
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
726
Wall Street Financial Group
Illinois
$14.4K
GCM
727
Gunpowder Capital Management
Maryland
$14.1K
CMP
728
Coston McIsaac & Partners
Maine
$14K
CI
729
CX Institutional
Indiana
$14K
NWMP
730
Noble Wealth Management PBC
Colorado
$13.6K
SWP
731
Strategic Wealth Partners
Ohio
$12.3K
Bessemer Group
732
Bessemer Group
New Jersey
$12K
TCM
733
TD Capital Management
Tennessee
$11.8K
FUBT
734
First United Bank & Trust
Maryland
$10.6K
DPW
735
DiNuzzo Private Wealth
Pennsylvania
$10.3K
EA
736
Evergreen Advisors
Tennessee
$10.1K
HPIA
737
Hamilton Point Investment Advisors
North Carolina
$9.69K
GWS
738
Greykasell Wealth Strategies
California
$9.11K
MMCM
739
Murphy & Mullick Capital Management
New York
$8.69K
MSG
740
Main Street Group
Virginia
$8.02K
WAG
741
Wiser Advisor Group
Arizona
$7.94K
HCM
742
Hollencrest Capital Management
California
$7.94K
SC
743
Solstein Capital
California
$7.77K
RFS
744
Richardson Financial Services
Massachusetts
$7.46K
DAM
745
Delta Asset Management
Tennessee
$6.96K
CPL
746
Capital & Planning LLC
Georgia
$6.93K
WIM
747
Westside Investment Management
California
$6.63K
FGAM
748
Financial Gravity Asset Management
Texas
$5.85K
MFT
749
Moisand Fitzgerald Tamayo
Florida
$5.26K
WOSD
750
WFA of San Diego
California
$4.76K