FNDX icon

Schwab Fundamental US Large Company Index ETF

763 hedge funds and large institutions have $19B invested in Schwab Fundamental US Large Company Index ETF in 2026 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 330 increasing their positions, 194 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
87
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$32.5M
2 -$27.3M
3 -$21.5M
4
Goldman Sachs
Goldman Sachs
New York
-$13.8M
5
TS
TradeWell Securities
Indiana
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$5.14M
PC
177
Payne Capital
Oregon
$5.05M
IC
178
IEQ Capital
California
$5.03M
SHF
179
Stage Harbor Financial
Massachusetts
$5M
CA
180
Capital Advantage
California
$5M
SC
181
Savant Capital
Illinois
$4.94M
QCM
182
QRG Capital Management
Illinois
$4.9M
WMWM
183
Wilkins Miller Wealth Management
Alabama
$4.87M
DSA
184
Droms Strauss Advisors
Missouri
$4.85M
YAIA
185
Yanni & Associates Investment Advisors
Pennsylvania
$4.78M
FFN
186
Focus Financial Network
Minnesota
$4.76M
BCA
187
Bay Colony Advisors
Massachusetts
$4.71M
BWS
188
BFI Wealth Solutions
Texas
$4.67M
SWM
189
Shakespeare Wealth Management
Wisconsin
$4.66M
BIP
190
Blueprint Investment Partners
North Carolina
$4.65M
BFA
191
Blueprint Financial Advisors
North Carolina
$4.65M
ASN
192
Advisory Services Network
Georgia
$4.55M
MPW
193
Magnolia Private Wealth
Pennsylvania
$4.5M
TFS
194
Thoroughbred Financial Services
Tennessee
$4.45M
BPA
195
Beacon Pointe Advisors
California
$4.44M
SFA
196
Sequoia Financial Advisors
Ohio
$4.43M
FFO
197
Fortitude Family Office
Arizona
$4.4M
P
198
&Partners
Tennessee
$4.4M
SWMG
199
Stillwater Wealth Management Group
Florida
$4.37M
RBWA
200
RFG - Bristol Wealth Advisors
Massachusetts
$4.37M