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
TWM
76
Tradition Wealth Management
Minnesota
$13.8M
Cerity Partners
77
Cerity Partners
New York
$13.7M
Osaic Holdings
78
Osaic Holdings
Arizona
$13.6M
Raymond James Financial
79
Raymond James Financial
Florida
$13.5M
OIA
80
OneDigital Investment Advisors
Kansas
$13.4M
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$12.6M
WFL
82
Wealth Forward LLC
North Dakota
$12M
NCM
83
Northland Capital Management
Minnesota
$11.9M
OWM
84
Opes Wealth Management
California
$11.8M
AT
85
American Trust
Kentucky
$11.8M
AAS
86
Asset Allocation Strategies
Michigan
$11.7M
CWM
87
Congress Wealth Management
Massachusetts
$11.5M
AFS
88
Access Financial Services
Minnesota
$11.5M
GAM
89
Gotham Asset Management
New York
$11.2M
IIC
90
Ironwood Investment Counsel
Arizona
$11.1M
AWA
91
Arete Wealth Advisors
Illinois
$11M
SFP
92
Sterling Financial Planning
New Jersey
$10.7M
CPCP
93
Cedar Point Capital Partners
Iowa
$10.3M
CCA
94
Cobblestone Capital Advisors
New York
$10.2M
NMCM
95
Nicholson Meyer Capital Management
Missouri
$10.2M
Fidelity Investments
96
Fidelity Investments
Massachusetts
$10.2M
PCA
97
Pallas Capital Advisors
Massachusetts
$10.1M
AIM
98
Alhambra Investment Management
Florida
$10M
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$10M
SC
100
Soundwatch Capital
Connecticut
$9.98M