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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
8.82%
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
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 Holding Trade Value Shares
Change 		Shares
Change %
FNC
201
First National Corp
Massachusetts
$2.35M +$80.1K +3,264 +4%
WANY
202
Wealthspire Advisors (New York)
New York
$2.34M -$3.14M -127,964 -57%
IWC
203
Integrated Wealth Concepts
Massachusetts
$2.27M +$312K +12,731 +16%
CA
204
CoreCap Advisors
Michigan
$2.26M +$277K +11,268 +14%
APW
205
Austin Private Wealth
Texas
$2.26M +$9.77K +398 +0.4%
AWM
206
Aberdeen Wealth Management
Illinois
$2.23M +$98.2K +4,000 +5%
CCAM
207
Cascades Capital Asset Management
North Carolina
$2.23M +$43.2K +1,759 +2%
ASN
208
Advisory Services Network
Georgia
$2.23M +$130K +5,265 +6%
JBA
209
Johnson Bixby & Associates
Washington
$2.22M -$18K -735 -0.8%
IA
210
IFP Advisors
Florida
$2.17M +$631K +25,705 +41%
MPW
211
MASECO Private Wealth
$2.15M +$2.15M +87,719 New
TRCT
212
Tower Research Capital (TRC)
New York
$2.14M +$1.89M +77,047 +769%
VFA
213
Valeo Financial Advisors
Indiana
$2.11M -$80.5K -3,280 -4%
RWM
214
Riverchase Wealth Management
Texas
$2.11M -$179K -7,287 -8%
KPP
215
Kings Path Partners
Texas
$2.11M +$15.2K +619 +0.7%
NCM
216
Next Capital Management
New York
$2.09M +$528K +21,532 +34%
CA
217
Capital Advantage
California
$2.09M +$575K +23,436 +38%
BPA
218
Beacon Pointe Advisors
California
$2.05M +$887K +36,156 +76%
RWRC
219
R.W. Roge & Company
New York
$2.02M -$42.1K -1,717 -2%
BCG
220
Breakwater Capital Group
New Jersey
$1.99M +$359K +14,628 +22%
NA
221
NewEdge Advisors
Louisiana
$1.96M +$7.29K +297 +0.4%
WP
222
Westmount Partners
California
$1.96M – – –
BlackRock
223
BlackRock
New York
$1.95M -$35.6K -1,449 -2%
Truist Financial
224
Truist Financial
North Carolina
$1.92M -$77.9K -3,176 -4%
LFG
225
Larson Financial Group
Missouri
$1.91M +$520K +21,182 +37%
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9
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