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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 %
PAS
176
Park Avenue Securities
New York
$2.78M 117,801 +1,795 +2%
AF
177
Advisornet Financial
Minnesota
$2.76M 117,084 -39,742 -25%
Bank of New York Mellon
178
Bank of New York Mellon
New York
$2.76M 117,044 -3,426 -3%
WF
179
Warner Financial
Maryland
$2.74M 116,097 +862 +0.7%
SC
180
Savant Capital
Illinois
$2.73M 115,815 +7,170 +7%
RBWA
181
RFG - Bristol Wealth Advisors
Massachusetts
$2.72M 115,277 +14,907 +15%
LPAM
182
Lodestar Private Asset Management
California
$2.68M 113,675 +1,016 +0.9%
AIM
183
AMI Investment Management
Indiana
$2.67M 113,046 +113,046 New
Lido Advisors
184
Lido Advisors
California
$2.67M 112,944 -3,968 -3%
SAI
185
Savvy Advisors Inc
New York
$2.66M 112,795 +1,629 +1%
REMPR
186
Roof Eidam Maycock Peralta (REMP)
California
$2.63M 111,486 -55,025 -33%
CPP
187
Capasso Planning Partners
South Carolina
$2.58M 109,413 -22,636 -17%
PWM
188
Perigon Wealth Management
California
$2.55M 108,110 +15,178 +16%
WA
189
Wealthstar Advisors
Texas
$2.54M 107,431 +13,198 +14%
BWM
190
BCS Wealth Management
Tennessee
$2.53M 107,116 +9,178 +9%
NG
191
Novem Group
New York
$2.52M 106,750 -57,690 -35%
PFS
192
Prospera Financial Services
Texas
$2.45M 103,972 -87 -0.1%
EWM
193
Empirical Wealth Management
Washington
$2.41M 101,889 +4,360 +4%
WCM
194
Whitener Capital Management
North Carolina
$2.37M 100,317 +2,368 +2%
SPC
195
Sigma Planning Corp
Michigan
$2.29M 97,040 +63,895 +193%
AA
196
Aufman Associates
Pennsylvania
$2.27M 96,175 +82,962 +628%
RWM
197
Riverchase Wealth Management
Texas
$2.2M 93,339 -1,292 -1%
FNC
198
First National Corp
Massachusetts
$2.18M 92,394 +282 +0.3%
APW
199
Austin Private Wealth
Texas
$2.16M 91,496 -11,321 -11%
JBA
200
Johnson Bixby & Associates
Washington
$2.15M 91,202 +7,469 +9%
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