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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

655 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 79 funds opening new positions, 275 increasing their positions, 187 reducing their positions, and 42 closing their positions.

Holders
655
Holders Change
+25
Holders Change %
+3.97%
% of All Funds
8.79%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
79
Increased
275
Reduced
187
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$9.87B
2
AC
2
AlphaCore Capital
California
$83.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$157M
4
BFA
4
Boulay Financial Advisors
Minnesota
$195M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$85.7M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$13.6M
2
AA
2
ALPS Advisors
Colorado
$0
3
QCG
3
Quadrant Capital Group
Ohio
$77.2M
4
MNA
4
Manning & Napier Advisors
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.43M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
151
Systelligence LLC
Minnesota
$4.46M 181,770 -266,830 -59%
SHF
152
Stage Harbor Financial
Massachusetts
$4.43M 180,370 -534 -0.3%
GRP
153
Global Retirement Partners
California
$4.36M 177,767 +177,767 New
SWM
154
Shakespeare Wealth Management
Wisconsin
$4.36M 177,759 +656 +0.4%
TFS
155
Thoroughbred Financial Services
Tennessee
$4.35M 177,171 -42,958 -20%
EH
156
Equitable Holdings
New York
$4.29M 174,624 +22,482 +15%
WMWM
157
Wilkins Miller Wealth Management
Alabama
$4.28M 174,270 +4,941 +3%
AF
158
Allworth Financial
California
$4.25M 173,319 +19,215 +12%
SCM
159
Sebold Capital Management
Illinois
$4.18M 170,447 +3,813 +2%
FFO
160
Fortitude Family Office
Arizona
$4.17M 170,121 +136,655 +408%
AWM
161
AE Wealth Management
Kansas
$4.13M 168,377 +11,004 +7%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$4.05M 164,930 -15,603 -9%
BCA
163
Bay Colony Advisors
Massachusetts
$3.91M 159,358 +4,984 +3%
P
164
&Partners
Tennessee
$3.91M 159,276 +11,192 +8%
BIP
165
Blueprint Investment Partners
North Carolina
$3.72M 151,487 +151,487 New
BWM
166
BCS Wealth Management
Tennessee
$3.58M 145,897 +38,781 +36%
FFWA
167
FRG Family Wealth Advisors
Washington
$3.54M 144,253 +2,300 +2%
FFN
168
Focus Financial Network
Minnesota
$3.51M 142,967 +11,546 +9%
TNA
169
True North Advisors
Texas
$3.5M 142,741 +12,577 +10%
FC
170
FCA Corp
Texas
$3.49M 142,188 -1,330 -0.9%
Lido Advisors
171
Lido Advisors
California
$3.4M 138,500 +25,556 +23%
JPMorgan Chase & Co
172
JPMorgan Chase & Co
New York
$3.31M 135,035 -54,080 -29%
Wells Fargo
173
Wells Fargo
California
$3.29M 133,905 +1,389 +1%
TWP
174
Tempus Wealth Planning
California
$3.24M 132,037 +7,620 +6%
IC
175
IEQ Capital
California
$3.24M 132,018 -4,141 -3%
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