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Schwab Fundamental US Large Company Index ETF
FNDX

Overview Fund Activity

657 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, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$317M
2
AC
AlphaCore Capital
California
+$83M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.5M
4
BFA
Boulay Financial Advisors
Minnesota
+$51.8M
5
BWP
BlueStem Wealth Partners
Minnesota
+$46.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$42.7M
2
AA
ALPS Advisors
Colorado
-$32.7M
3
QCG
Quadrant Capital Group
Ohio
-$30.4M
4
MNA
Manning & Napier Advisors
New York
-$10.3M
5
KAS
Kestra Advisory Services
Texas
-$9.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
151
Systelligence LLC
Minnesota
$4.46M -$6.55M -266,830 -59%
SHF
152
Stage Harbor Financial
Massachusetts
$4.43M -$13.1K -534 -0.3%
GRP
153
Global Retirement Partners
California
$4.36M +$4.36M +177,767 New
SWM
154
Shakespeare Wealth Management
Wisconsin
$4.36M +$16.1K +656 +0.4%
TFS
155
Thoroughbred Financial Services
Tennessee
$4.35M -$1.05M -42,958 -20%
EH
156
Equitable Holdings
New York
$4.29M +$552K +22,482 +15%
WMWM
157
Wilkins Miller Wealth Management
Alabama
$4.28M +$121K +4,941 +3%
AF
158
Allworth Financial
California
$4.25M +$472K +19,215 +12%
SCM
159
Sebold Capital Management
Illinois
$4.18M +$93.6K +3,813 +2%
FFO
160
Fortitude Family Office
Arizona
$4.17M +$3.35M +136,655 +408%
AWM
161
AE Wealth Management
Kansas
$4.13M +$270K +11,004 +7%
MSFS
162
Main Street Financial Solutions
Pennsylvania
$4.05M -$383K -15,603 -9%
BCA
163
Bay Colony Advisors
Massachusetts
$3.91M +$122K +4,984 +3%
P
164
&Partners
Tennessee
$3.91M +$275K +11,192 +8%
BIP
165
Blueprint Investment Partners
North Carolina
$3.72M +$3.72M +151,487 New
BWM
166
BCS Wealth Management
Tennessee
$3.58M +$952K +38,781 +36%
FFWA
167
FRG Family Wealth Advisors
Washington
$3.54M +$56.4K +2,300 +2%
FFN
168
Focus Financial Network
Minnesota
$3.51M +$283K +11,546 +9%
TNA
169
True North Advisors
Texas
$3.5M +$309K +12,577 +10%
FC
170
FCA Corp
Texas
$3.49M -$32.6K -1,330 -0.9%
Lido Advisors
171
Lido Advisors
California
$3.4M +$627K +25,556 +23%
JPMorgan Chase & Co
172
JPMorgan Chase & Co
New York
$3.31M -$1.33M -54,080 -29%
Wells Fargo
173
Wells Fargo
California
$3.29M +$34.1K +1,389 +1%
TWP
174
Tempus Wealth Planning
California
$3.24M +$187K +7,620 +6%
IC
175
IEQ Capital
California
$3.24M -$102K -4,141 -3%
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