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 %
Charles Schwab
1
Charles Schwab
California
$9.19B 389,342,451 -3,808,012 -1%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$367M 15,532,802 +591,426 +4%
ML
3
McAdam LLC
Pennsylvania
$191M 8,085,589 -1,024,455 -11%
Ameriprise
4
Ameriprise
Minnesota
$183M 7,764,205 +1,878,599 +32%
SEIA
5
Signature Estate & Investment Advisors
California
$175M 7,417,222 -2,971,926 -29%
SCM
6
Steele Capital Management
Iowa
$143M 6,054,706 +75,461 +1%
BFA
7
Boulay Financial Advisors
Minnesota
$140M 6,271,529 +6,271,529 New
NB
8
Northwest Bancshares
Pennsylvania
$138M 5,842,415 -70,655 -1%
Morgan Stanley
9
Morgan Stanley
New York
$108M 4,555,055 +467,956 +11%
GWS
10
Glassman Wealth Services
Virginia
$107M 4,546,703 +31,941 +0.7%
QCG
11
Quadrant Capital Group
Ohio
$104M 4,386,474 +4,307,162 +5,431%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$89.9M 3,808,227 +46,586 +1%
CC
13
Callan Capital
California
$88.7M 3,755,197 +34,460 +0.9%
Bank of America
14
Bank of America
North Carolina
$71.2M 3,015,063 +188,847 +7%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$66.9M 2,834,341 +162,216 +6%
CST
16
Charles Schwab Trust
Nevada
$65.5M 2,775,995 +67,706 +2%
LPL Financial
17
LPL Financial
California
$60.9M 2,578,194 +91,580 +4%
GAM
18
Gemmer Asset Management
California
$60.1M 2,546,334 +72,455 +3%
LF
19
Lee Financial
Texas
$58.8M 2,491,933 -1,423 -0.1%
UBS Group
20
UBS Group
Switzerland
$56.8M 2,405,737 +162,638 +7%
Osaic Holdings
21
Osaic Holdings
Arizona
$55.5M 2,348,952 +699,535 +42%
KLI
22
Kelman-Lazarov Inc
Tennessee
$53.8M 2,280,290 -8,935 -0.4%
RWM
23
Reston Wealth Management
Virginia
$51.4M 2,176,431 +89,935 +4%
BIA
24
Bell Investment Advisors
California
$50.6M 2,141,066 +56,640 +3%
PAG
25
Private Advisor Group
New Jersey
$49M 2,075,328 -285 -0%
1
2 3 4 5