Schwab Fundamental US Large Company Index ETFFNDX
FNDX
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
111% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 36
89% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 132
9% more funds holding in top 10
Funds holding in top 10: 54 [Q2] → 59 (+5) [Q3]
8% more capital invested
Capital invested by funds: $12.9B [Q2] → $14B (+$1.04B) [Q3]
6% more funds holding
Funds holding: 524 [Q2] → 557 (+33) [Q3]
0.61% less ownership
Funds ownership: 81.35% [Q2] → 80.75% (-0.61%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for FNDX.
Financial journalist opinion
Neutral
Zacks Investment Research
1 week ago
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
A smart beta exchange traded fund, the Schwab Fundamental U.S. Large Company ETF (FNDX) debuted on 08/13/2013, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Seeking Alpha
1 month ago
The Many Choices Of U.S. Dividend ETFs
VIG offers exposure to dividend-paying large-cap US companies that exhibit growth characteristics. SCHD offers exposure to dividend-paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio. DVY can be used as a long-term strategic holding as its 100 stock portfolio is well balanced from a sector perspective.
Neutral
Zacks Investment Research
1 month ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.
Neutral
Zacks Investment Research
2 months ago
Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?
The Schwab Fundamental U.S. Large Company ETF (FNDX) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.
Positive
Seeking Alpha
2 months ago
FNDX: A Modest Large-Cap Approach (Rating Upgrade)
FNDX offers a diversified, conservatively valued portfolio by selecting and weighting stocks based on revenue, free cash flow, dividends, and buybacks. The fund's sector allocations are more conservative, providing more potential stability amid economic risks and a restrictive monetary policy. Its past performance is not that different from that of the market and while there are alternatives to consider, this ETF's approach makes for a more accurate market exposure.
Positive
24/7 Wall Street
2 months ago
Schwab Fundamental U.S. Large Company ETF (FNDX) Is a Buy Right Now
The Schwab Fundamental U.S. Large Company ETF (FNDX) is an exchange-traded fund designed to track the performance of large-cap U.S.
Neutral
Zacks Investment Research
3 months ago
Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.
Positive
The Motley Fool
3 months ago
Before You Buy the Invesco QQQ ETF, Here Are 3 Others to Try First
The high-flying Nasdaq-tracking ETF isn't always the best choice for most investors.
Positive
Morningstar
3 months ago
3 Great ETFs That Offer Broad Diversification
Fortune favors the broad.
Neutral
Business Wire
3 months ago
Schwab Asset Management Announces ETF Share Splits
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.
Charts implemented using Lightweight Charts™