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FNDX

Schwab Fundamental U.S. Large Company Index ETF
1W: +0.0% 1M: +3.9% 3M: +5.2% YTD: +11.4% 1Y: +29.3% 3Y: +78.3% 5Y: +82.5%
$30.82
+0.24 (+0.78%)
 
Weekly Expected Move ±1.2%
$30 $30 $30 $31 $31
ETF AMEX · AUM $26.2B
Key Statistics
AUM$26.2B
Holdings733
Top 10 Wt22.6%
Volume2,872,390
Avg Volume6,261,500
Beta0.86
Portfolio Fundamentals
P/E30.9
P/B9.0
Div Yield1.81%
ROE31.0%
% Profitable88%
Inception2013-08-15
Sector Allocation
Technology 20.7%
Financial Services 12.2%
Healthcare 12.0%
Energy 10.1%
Communication Services 10.0%
Industrials 9.0%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 APPLE INC AAPL 4.56% $1.1B 3,765,892
2 INTEL CORPORATION CORP INTC 2.71% $677.1M 5,684,766
3 EXXON MOBIL CORP XOM 2.50% $624.6M 3,992,037
4 ALPHABET INC CLASS A GOOGL 2.47% $617.7M 1,586,461
5 MICROSOFT CORP MSFT 2.21% $552.1M 1,309,603
6 ALPHABET INC CLASS C GOOG 1.97% $491.4M 1,275,218
7 AMAZON COM INC AMZN 1.85% $461.5M 1,739,479
8 CHEVRON CORP CVX 1.58% $394.8M 2,060,932
9 BERKSHIRE HATHAWAY INC CLASS B 1.45% $362.5M 752,904
10 JPMORGAN CHASE JPM 1.42% $353.9M 1,170,598

Recent Holding Changes

Date Holding Change Details
2026-05-22 WLK Changed 59131 → 59164
2026-05-22 GD Changed 131820 → 131908
2026-05-22 APO Changed 62618 → 62651
2026-05-22 SIG Changed 67964 → 68008
2026-05-22 MU Changed 415978 → 416613

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms