FNDX icon

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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$2.13M 90,342 +19,984 +28%
OPS
202
Orion Portfolio Solutions
Nebraska
$2.13M 90,342 +19,984 +28%
PA
203
PFG Advisors
Arizona
$2.13M 90,079 +6,896 +8%
VFA
204
Valeo Financial Advisors
Indiana
$2.11M 89,363 +174 +0.2%
CCAM
205
Cascades Capital Asset Management
North Carolina
$2.1M 89,116 +1,619 +2%
Jane Street
206
Jane Street
New York
$2.09M 88,523 +25,267 +40%
AWM
207
Aberdeen Wealth Management
Illinois
$2.05M 86,929 +86,929 New
KPP
208
Kings Path Partners
Texas
$2.02M 85,368 +4 +0%
ASN
209
Advisory Services Network
Georgia
$2.01M 84,941 -1,966 -2%
RWRC
210
R.W. Roge & Company
New York
$1.99M 84,151 -5,773 -6%
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.94M 93,103 -1,929 -2%
Truist Financial
212
Truist Financial
North Carolina
$1.92M 81,301 +12,951 +19%
BlackRock
213
BlackRock
New York
$1.91M 80,782 +28 +0%
CA
214
CoreCap Advisors
Michigan
$1.91M 80,772 -107,017 -57%
WP
215
Westmount Partners
California
$1.88M 79,827 +79,827 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.88M 79,586 +14,205 +22%
NA
217
NewEdge Advisors
Louisiana
$1.88M 79,580 +695 +0.9%
MWA
218
Midland Wealth Advisors
Illinois
$1.78M 75,204 -57,163 -43%
EWA
219
EP Wealth Advisors
California
$1.77M 75,128 +5,749 +8%
SPWM
220
Schrum Private Wealth Management
Florida
$1.75M 74,018 +8 +0%
BPC
221
Bearing Point Capital
Minnesota
$1.73M 73,446 – –
SWM
222
Spire Wealth Management
Virginia
$1.73M 73,408 +3,759 +5%
AWM
223
Angeles Wealth Management
California
$1.68M 71,358 +210 +0.3%
WA
224
Waverly Advisors
Alabama
$1.64M 69,615 +9,558 +16%
YWM
225
Yoder Wealth Management
California
$1.64M 69,347 -2,020 -3%
7 8
9
10 11