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Schwab Fundamental US Large Company ETF FNDX

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Schwab's Fundamentally Weighted Index Funds Will Change Their Target Indexes

null Daniel Sotiroff

Daniel Sotiroff

Analyst Note

On March 19, 2024, Schwab Asset Management announced that 12 of its exchange-traded funds and mutual funds will change their target indexes. These 12 funds currently track fundamentally weighted indexes from FTSE Russell that follow rules outlined by Research Affiliates. The funds will switch to indexes provided directly by Research Affiliates that use the same approach as the current indexes. Schwab expects its ETFs and mutual funds to begin tracking their new benchmarks around June 21, 2024.

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Portfolio Holdings FNDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD

Apple Inc

3.84 583.7 Mil

Microsoft Corp

2.63 399.4 Mil

Berkshire Hathaway Inc Class B

2.20 333.9 Mil
Financial Services

JPMorgan Chase & Co

2.03 309.0 Mil
Financial Services

Exxon Mobil Corp

2.01 305.4 Mil

Meta Platforms Inc Class A

1.80 273.0 Mil
Communication Services Inc

1.44 218.2 Mil
Consumer Cyclical

Alphabet Inc Class A

1.42 215.6 Mil
Communication Services

Wells Fargo & Co

1.39 211.5 Mil
Financial Services

Bank of America Corp

1.36 207.0 Mil
Financial Services