As of the latest SEC filings, SCHWAB FUNDAMENTAL U.S. LARGE (FNDX) is held by 8 institutional funds. The largest fund shareholder is The E-Valuator Growth (70%-85%) RMS Fund (EVGLX), holding an estimated $4,300,903.35 in market value, representing 1.71% of its portfolio.
Funds holding SCHWAB FUNDAMENTAL U.S. LARGE (FNDX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FNDX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 1.71% | $4,300,903.35 | 154,431 | Mar 31, 2026 | May 26, 2026 |
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 1.80% | $4,206,798.20 | 151,052 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.53% | $2,216,692.90 | 79,594 | Mar 31, 2026 | May 26, 2026 |
|
HF
Dga Core Plus Absolute Return ETF
|
ETF | Independent / Boutique | 5.04% | $1,006,480.41 | 33,449 | Apr 30, 2026 | Jun 25, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.18% | $380,486.70 | 13,662 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.79% | $378,203.00 | 13,580 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.39% | $83,160.10 | 2,986 | Mar 31, 2026 | May 26, 2026 |
|
XCHG
AB US Equity ETF
|
ETF | Independent / Boutique | 0.01% | $57,392.31 | 1,977 | Feb 28, 2026 | Apr 24, 2026 |
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