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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 %
SWM
151
Shakespeare Wealth Management
Wisconsin
$4.18M 177,103 -3,865 -2%
ACS
152
Archford Capital Strategies
Illinois
$4.06M 171,783 -166,520 -49%
WMWM
153
Wilkins Miller Wealth Management
Alabama
$4M 169,329 -181 -0.1%
SCM
154
Sebold Capital Management
Illinois
$3.93M 166,634 +3,741 +2%
AWM
155
AE Wealth Management
Kansas
$3.72M 157,373 +20,291 +15%
BCA
156
Bay Colony Advisors
Massachusetts
$3.61M 154,374 +4,649 +3%
SF
157
Synovus Financial
Georgia
$3.6M 152,539 -24,290 -14%
EH
158
Equitable Holdings
New York
$3.59M 152,142 -20,368 -12%
SNWA
159
Siligmueller & Norvid Wealth Advisors
Illinois
$3.55M 150,559 +51,088 +51%
AF
160
Allworth Financial
California
$3.49M 154,104 +60,466 +65%
P
161
&Partners
Tennessee
$3.46M 148,084 +17,306 +13%
FC
162
FCA Corp
Texas
$3.39M 143,518 -6,472 -4%
FFWA
163
FRG Family Wealth Advisors
Washington
$3.35M 141,953 +6,710 +5%
IC
164
IEQ Capital
California
$3.21M 136,159 +53,043 +64%
CPA
165
Cathy Pareto & Associates
Florida
$3.13M 132,676 +37,454 +39%
Wells Fargo
166
Wells Fargo
California
$3.13M 132,516 +242 +0.2%
WWA
167
Wingate Wealth Advisors
Massachusetts
$3.13M 132,432 +21,489 +19%
SFA
168
Sequoia Financial Advisors
Ohio
$3.12M 132,044 +13,169 +11%
FFN
169
Focus Financial Network
Minnesota
$3.1M 131,421 +1,793 +1%
TNA
170
True North Advisors
Texas
$3.07M 130,164 +130,164 New
CA
171
Cambridge Advisors
Nebraska
$3.06M 129,506 -2,892 -2%
CWA
172
Clearview Wealth Advisors
Oregon
$3.03M 128,529 -58 -0%
TWP
173
Tempus Wealth Planning
California
$2.94M 124,417 +2,831 +2%
MWM
174
Meridian Wealth Management
Kentucky
$2.92M 123,484 -2,987 -2%
WIP
175
WealthCare Investment Partners
Rhode Island
$2.79M 129,264 +14,855 +13%
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