We are live on ! Find out more
FNDX icon

Schwab Fundamental US Large Company Index ETF

746 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 109 funds opening new positions, 314 increasing their positions, 177 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 42

77% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 177

23% more funds holding in top 10

Funds holding in top 10: 7086 (+16)

9% more capital invested

Capital invested by funds: $16.5B → $17.9B (+$1.46B)

7% more funds holding

Funds holding: 695746 (+51)

3.38% more ownership

Funds ownership: 79.33%82.71% (+3.4%)

Holders
746
Holders Change
+51
Holders Change %
+7.34%
% of All Funds
9.08%
Holding in Top 10
86
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+22.86%
% of All Funds
1.05%
New
109
Increased
314
Reduced
177
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
751
Consolidated Portfolio Review Corp
New York
-$1.33M -50,739 Closed
BNP Paribas Financial Markets
752
BNP Paribas Financial Markets
France
-$1.32M -50,017 Closed
JWCA
753
J.W. Cole Advisors
Florida
-$1.3M -49,248 Closed
Kovitz Investment Group Partners
754
Kovitz Investment Group Partners
Illinois
-$752K -28,604 Closed
FF
755
Francis Financial
-$547K -20,787 Closed
XT
756
XTX Topco
Cayman Islands
-$421K -16,025 Closed
HSA
757
HBK Sorce Advisory
Pennsylvania
-$406K -15,462 Closed
PWSG
758
Pacific Wealth Strategies Group
California
-$360K -13,692 Closed
PCA
759
Prosperity Capital Advisors
Ohio
-$332K -12,614 Closed
WWA
760
Wisconsin Wealth Advisors
Wisconsin
-$326K -12,389 Closed
Jane Street
761
Jane Street
New York
-$300K -11,415 Closed
MW
762
Maia Wealth
Colorado
-$285K -10,673 Closed
BIG
763
Brooklyn Investment Group
New York
-$247K -10,096 Closed
PFG
764
PAX Financial Group
Texas
-$250K -9,505 Closed
Brown Advisory
765
Brown Advisory
Maryland
-$239K -9,086 Closed
YCM
766
Yousif Capital Management
Michigan
-$238K -9,056 Closed
FVWA
767
Foster Victor Wealth Advisors
South Carolina
-$229K -8,636 Closed
SSW
768
Stone Summit Wealth
Florida
-$220K -8,376 Closed
BC
769
Brio Consultants
California
-$211K -8,040 Closed
FIA
770
Foundations Investment Advisors
Arizona
-$209K -7,960 Closed
BJL
771
Brighton Jones LLC
Washington
-$207K -7,887 Closed
CA
772
Calton & Associates
Florida
-$207K -7,881 Closed
SF
773
Summit Financial
New Jersey
-$207K -7,859 Closed
KWM
774
Kiker Wealth Management
Georgia
-$136K -5,168 Closed
IF
775
Integrity Financial
Wyoming
-$125K -4,770 Closed